NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 41 filers reported holding NORTHERN LTS FD TR IV in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,427,135 | +5.1% | 63,036 | +7.2% | 0.94% | +9.4% |
Q2 2023 | $1,357,831 | +35.1% | 58,806 | +37.0% | 0.86% | +31.2% |
Q1 2023 | $1,004,804 | +54.8% | 42,922 | +52.3% | 0.66% | +48.9% |
Q4 2022 | $649,221 | +3.4% | 28,178 | +1.6% | 0.44% | -8.9% |
Q3 2022 | $628,000 | -7.6% | 27,732 | -4.6% | 0.48% | -1.8% |
Q2 2022 | $680,000 | -18.1% | 29,058 | -14.6% | 0.49% | -6.8% |
Q1 2022 | $830,000 | +35.2% | 34,039 | +42.7% | 0.53% | +30.9% |
Q4 2021 | $614,000 | +186.9% | 23,853 | +191.9% | 0.40% | +163.0% |
Q3 2021 | $214,000 | – | 8,173 | – | 0.15% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Faithward Advisors, LLC | 1,235,397 | $32,849,000 | 14.33% |
OneAscent Financial Services LLC | 438,631 | $11,663,000 | 12.44% |
OneAscent Wealth Management LLC | 959,353 | $25,509,000 | 11.55% |
Inspire Advisors, LLC | 1,129,969 | $30,046,000 | 11.22% |
Inspire Investing, LLC | 632,968 | $16,831,000 | 3.72% |
CREATIVE FINANCIAL DESIGNS INC /ADV | 334,163 | $8,885,000 | 1.90% |
Legacy Wealth Asset Management, LLC | 110,201 | $2,930,000 | 1.48% |
Values First Advisors, Inc. | 47,792 | $1,270,000 | 1.01% |
Paradiem, LLC | 80,196 | $2,126,000 | 0.90% |
CreativeOne Wealth, LLC | 332,065 | $8,830,000 | 0.73% |