NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 14 filers reported holding NORTHERN LTS FD TR IV in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $235 | -53.5% | 4,590 | -54.2% | 0.00% | -100.0% |
Q1 2024 | $505 | -0.2% | 10,028 | -7.7% | 0.00% | 0.0% |
Q4 2023 | $506 | +56.2% | 10,859 | +41.3% | 0.00% | 0.0% |
Q3 2023 | $324 | -99.9% | 7,687 | +10.4% | 0.00% | 0.0% |
Q3 2021 | $283,000 | -26.9% | 6,963 | -26.0% | 0.00% | 0.0% |
Q2 2021 | $387,000 | +7.5% | 9,412 | +0.0% | 0.00% | 0.0% |
Q1 2021 | $360,000 | +5.9% | 9,409 | -3.2% | 0.00% | 0.0% |
Q4 2020 | $340,000 | +13.0% | 9,724 | +0.0% | 0.00% | 0.0% |
Q3 2020 | $301,000 | +9.9% | 9,722 | +0.1% | 0.00% | 0.0% |
Q2 2020 | $274,000 | -1.8% | 9,708 | -15.6% | 0.00% | 0.0% |
Q1 2020 | $279,000 | -21.4% | 11,506 | +0.0% | 0.00% | 0.0% |
Q4 2019 | $355,000 | +6.3% | 11,501 | +0.1% | 0.00% | 0.0% |
Q3 2019 | $334,000 | +1.2% | 11,495 | +0.1% | 0.00% | 0.0% |
Q2 2019 | $330,000 | -16.7% | 11,485 | -19.7% | 0.00% | -50.0% |
Q1 2019 | $396,000 | +3.9% | 14,301 | -8.9% | 0.00% | 0.0% |
Q4 2018 | $381,000 | -24.0% | 15,702 | -8.9% | 0.00% | 0.0% |
Q3 2018 | $501,000 | +4.8% | 17,229 | +0.3% | 0.00% | 0.0% |
Q2 2018 | $478,000 | +6.2% | 17,179 | +5.3% | 0.00% | 0.0% |
Q1 2018 | $450,000 | +1.1% | 16,317 | +0.2% | 0.00% | 0.0% |
Q4 2017 | $445,000 | – | 16,287 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Orion Portfolio Solutions, LLC | 17,616,103 | $749,565,000 | 26.34% |
McAlister, Sweet & Associates, Inc. | 75,328 | $3,205,000 | 3.41% |
SimpliFi, Inc. | 61,349 | $2,610,000 | 1.19% |
WealthPlan Investment Management, LLC | 264,561 | $10,312,000 | 0.72% |
WealthPLAN Partners, LLC | 264,561 | $10,312,000 | 0.72% |
Main Management LLC | 125,550 | $5,342,000 | 0.55% |
Independent Wealth Network Inc. | 18,135 | $772,000 | 0.49% |
Mutual Advisors, LLC | 201,872 | $8,590,000 | 0.48% |
Peterson Financial Group, Inc. | 10,520 | $448,000 | 0.33% |
Belpointe Asset Management LLC | 83,336 | $3,546,000 | 0.22% |