NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 64 filers reported holding NORTHERN LTS FD TR IV in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $131,216 | +56458.6% | 3,117 | -45.5% | 0.05% | -47.2% |
| Q1 2023 | $232 | -99.9% | 5,720 | -11.2% | 0.09% | -5.3% |
| Q3 2022 | $228,000 | -14.6% | 6,440 | -12.4% | 0.09% | -21.0% |
| Q2 2022 | $267,000 | -34.7% | 7,350 | -23.5% | 0.12% | -27.9% |
| Q1 2022 | $409,000 | -20.0% | 9,605 | -15.7% | 0.16% | -13.2% |
| Q4 2021 | $511,000 | – | 11,395 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orion Portfolio Solutions, LLC | 16,861,590 | $599,261,000 | 23.73% |
| McAlister, Sweet & Associates, Inc. | 73,223 | $2,602,000 | 2.78% |
| SimpliFi, Inc. | 62,811 | $2,232,000 | 1.16% |
| Astoria Portfolio Advisors LLC. | 44,101 | $1,567,000 | 1.06% |
| WealthPlan Investment Management, LLC | 260,954 | $10,313,000 | 0.75% |
| Main Management LLC | 124,512 | $4,425,000 | 0.55% |
| Independent Wealth Network Inc. | 18,982 | $675,000 | 0.53% |
| Peterson Financial Group, Inc. | 8,157 | $290,000 | 0.24% |
| Mutual Advisors, LLC | 133,176 | $4,733,000 | 0.24% |
| CreativeOne Wealth, LLC | 108,424 | $3,853,000 | 0.23% |