Who owns NORTHERN LTS FD TR IV?
- Ticker: FDLS
- CUSIP Number: 66538h187
Tip: Access positions for across all investors
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 | 717k | $25M | -2% | Sep 2025 |
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| Creative Financial Designs | 158k | $5.5M | 4% | Sep 2025 |
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| CWM Advisors | 122k | $4.3M | 0% | Sep 2025 |
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| PAX Financial Group | 102k | $3.6M | -6% | Sep 2025 |
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| OneAscent Financial Services | 72k | $2.5M | -4% | Sep 2025 |
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| Belpointe Asset Management | 69k | $2.4M | 100% | Sep 2025 |
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| Frontier Asset Management | 51k | $1.8M | -4% | Sep 2025 |
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| Envestnet Asset Management | 40k | $1.4M | 12% | Sep 2025 |
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| AE Wealth Management | 36k | $1.2M | 35% | Sep 2025 |
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| LPL Financial | 35k | $1.2M | 165% | Sep 2025 |
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| Gts Securities | 29k | $1.0M | 100% | Sep 2025 |
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| Cambridge Investment Research Advisors | 12k | $432k | 86% | Sep 2025 |
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| Revisor Wealth Management | 10k | $351k | 100% | Sep 2025 |
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| Geneos Wealth Management | 9.6k | $335k | 100% | Sep 2025 |
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| Citadel Advisors | 9.1k | $317k | 100% | Sep 2025 |
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| Commonwealth Equity Services | 5.9k | $206k | 100% | Sep 2025 |
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| Cetera Investment Advisers | 5.8k | $202k | 100% | Sep 2025 |
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| Centaurus Financial | 3.8k | $133k | 0% | Sep 2025 |
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| Principal Securities | 2.7k | $95k | 21% | Sep 2025 |
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| EverSource Wealth Advisors | 1.6k | $56k | 10% | Sep 2025 |
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| Advisor Group Holdings | 671.00 | $23k | -73% | Sep 2025 |
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| Clarity Asset Management | 422.00 | $15k | 100% | Sep 2025 |
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| FMR | 84.00 | $2.9k | 0% | Sep 2025 |
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| Morgan Stanley | 12.00 | $390.999600 | 100% | Jun 2025 |
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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 | Mar 2025 | 18k | $497k |
| Financial Advocates Investment Management | Jun 2025 | 7.7k | $244k |
| UBS Group | Jun 2025 | 6.6k | $210k |
| Raymond James Financial | Jun 2025 | 1.8k | $58k |
| Transce3nd | Jun 2025 | 717.00 | $23k |
| Ameritas Advisory Services | Jun 2025 | 202.00 | $6.4k |