NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 51 filers reported holding NORTHERN LTS FD TR IV in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $886,909 | -4.2% | 21,072 | -1.9% | 0.08% | -22.2% |
| Q2 2023 | $925,830 | -2.8% | 21,486 | -8.4% | 0.11% | -4.4% |
| Q1 2023 | $952,062 | +5.5% | 23,450 | +0.8% | 0.11% | -5.8% |
| Q4 2022 | $902,591 | +33.3% | 23,269 | +22.2% | 0.12% | +16.5% |
| Q3 2022 | $677,000 | -0.3% | 19,046 | +2.0% | 0.10% | +2.0% |
| Q2 2022 | $679,000 | -14.6% | 18,681 | +0.0% | 0.10% | -2.9% |
| Q1 2022 | $795,000 | +33.4% | 18,679 | +40.6% | 0.10% | +31.6% |
| Q4 2021 | $596,000 | – | 13,282 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orion Portfolio Solutions, LLC | 17,188,211 | $666,730,721 | 23.35% |
| McAlister, Sweet & Associates, Inc. | 73,556 | $2,853,237 | 4.23% |
| SimpliFi, Inc. | 60,882 | $2,361,628 | 1.23% |
| WealthPLAN Partners, LLC | 267,122 | $11,243,133 | 0.79% |
| WealthPlan Investment Management, LLC | 267,182 | $11,213,597 | 0.78% |
| Main Management LLC | 127,258 | $4,936 | 0.57% |
| Independent Wealth Network Inc. | 18,324 | $710,788 | 0.49% |
| Peterson Financial Group, Inc. | 8,161 | $316,563 | 0.45% |
| Mutual Advisors, LLC | 178,387 | $6,919,632 | 0.31% |
| Fiduciary Alliance LLC | 30,724 | $1,191,784 | 0.31% |