NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 47 filers reported holding NORTHERN LTS FD TR IV in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $812,495 | +240.0% | 20,946 | +112.8% | 0.00% | – |
Q4 2018 | $239,000 | -12.8% | 9,843 | +4.7% | 0.00% | – |
Q3 2018 | $274,000 | +5.8% | 9,402 | +1.1% | 0.00% | – |
Q2 2018 | $259,000 | +0.8% | 9,302 | 0.0% | 0.00% | – |
Q1 2018 | $257,000 | +5.8% | 9,302 | +4.5% | 0.00% | – |
Q4 2017 | $243,000 | – | 8,900 | – | 0.00% | – |
Download |
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% |