Who owns NORTHERN LTS FD TR IV?
- Ticker: FDLS
- CUSIP Number: 66538h187
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Analyze quarterly positions in Northern Lts Fd Tr Iv with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Northern Lts Fd Tr Iv stock
Who bought or sold NORTHERN LTS FD TR IV this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Inspire Advisors | 680k | $20M | 2% | Dec 2024 |
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| PAX Financial Group | 186k | $5.5M | -4% | Dec 2024 |
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| CWM Advisors | 142k | $4.2M | 16% | Dec 2024 |
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| OneAscent Financial Services | 78k | $2.3M | 100% | Dec 2024 |
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| Frontier Asset Management | 48k | $1.4M | 3% | Dec 2024 |
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| Envestnet Asset Management | 34k | $1000k | 14% | Dec 2024 |
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| Citadel Advisors | 17k | $495k | 100% | Dec 2024 |
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| AE Wealth Management | 15k | $430k | -8% | Dec 2024 |
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| Creative Financial Designs | 4.5k | $131k | 38% | Dec 2024 |
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| Principal Securities | 3.2k | $93k | 8% | Dec 2024 |
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| Transce3nd | 1.8k | $53k | 100% | Dec 2024 |
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| EverSource Wealth Advisors | 1.5k | $43k | 0% | Dec 2024 |
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| Mattson Financial Services | 204.00 | $6.0k | 0% | Sep 2024 |
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| UBS Group | 117.00 | $3.4k | 100% | Dec 2024 |
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| Morgan Stanley | 1.00 | $51.000000 | 100% | Dec 2024 |
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Who sold out of Northern Lts Fd Tr Iv?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goldman Sachs Group | Sep 2024 | 53k | $1.7M |
| Gts Securities | Sep 2024 | 24k | $749k |
| First Heartland Consultants | Sep 2024 | 15k | $461k |
| Susquehanna International | Sep 2024 | 9.4k | $295k |
| Golden State Equity Partners | Sep 2024 | 747.00 | $24k |