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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,915,187 | +0.5% | 213,646 | -0.9% | 0.38% | +95.4% |
| Q1 2024 | $10,863,553 | +8.8% | 215,632 | +1.1% | 0.20% | -40.3% |
| Q4 2023 | $9,986,265 | +16456.9% | 213,245 | +14781.0% | 0.33% | +16400.0% |
| Q3 2023 | $60,315 | +203.5% | 1,433 | +210.8% | 0.00% | +100.0% |
| Q2 2023 | $19,871 | +6.2% | 461 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $18,708 | +103833.3% | 461 | +0.2% | 0.00% | 0.0% |
| Q4 2022 | $18 | – | 460 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orion Portfolio Solutions, LLC | 17,899,621 | $803,156,000 | 26.85% |
| McAlister, Sweet & Associates, Inc. | 75,022 | $3,366,000 | 2.94% |
| SimpliFi, Inc. | 59,753 | $2,681,000 | 1.17% |
| Avestar Capital, LLC | 166,898 | $7,498,000 | 0.92% |
| WealthPLAN Partners, LLC | 263,829 | $11,155,000 | 0.74% |
| Independent Wealth Network Inc. | 25,590 | $1,148,000 | 0.71% |
| Main Management LLC | 123,804 | $5,555,000 | 0.56% |
| Mutual Advisors, LLC | 208,635 | $9,361,000 | 0.50% |
| Belpointe Asset Management LLC | 121,641 | $5,458,000 | 0.34% |
| NEXT Financial Group, Inc | 68,397 | $3,069,000 | 0.20% |