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 | 723k | $26M | 1% | Dec 2025 |
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| Creative Financial Designs | 172k | $6.1M | 9% | Dec 2025 |
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| Strategic Equity Management | 108k | $3.9M | 100% | Dec 2025 |
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| CWM Advisors | 108k | $3.9M | -12% | Dec 2025 |
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| PAX Financial Group | 103k | $3.7M | 0% | Dec 2025 |
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| Belpointe Asset Management | 70k | $2.5M | 2% | Dec 2025 |
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| OneAscent Financial Services | 67k | $2.4M | -7% | Dec 2025 |
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| Frontier Asset Management | 64k | $2.3M | 24% | Dec 2025 |
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| AE Wealth Management | 58k | $2.1M | 61% | Dec 2025 |
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| LPL Financial | 53k | $1.9M | 50% | Dec 2025 |
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| Envestnet Asset Management | 47k | $1.7M | 18% | Dec 2025 |
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| Moneywise | 47k | $1.7M | 100% | Dec 2025 |
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| Gts Securities | 36k | $1.3M | 26% | Dec 2025 |
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| ValMark Advisers | 35k | $1.3M | 100% | Dec 2025 |
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| Cambridge Investment Research Advisors | 23k | $828k | 87% | Dec 2025 |
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| Sanctuary Advisors | 17k | $616k | -11% | Dec 2025 |
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| Goldman Sachs Group | 15k | $539k | 100% | Dec 2025 |
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| Revisor Wealth Management | 14k | $540k | 37% | Dec 2025 |
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| Raymond James Financial | 14k | $497k | 100% | Dec 2025 |
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| Geneos Wealth Management | 9.6k | $343k | 0% | Dec 2025 |
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| Citadel Advisors | 9.1k | $317k | 100% | Sep 2025 |
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| Optivise Advisory Services | 8.9k | $318k | 100% | Dec 2025 |
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| Strategic Blueprint | 7.6k | $270k | 100% | Dec 2025 |
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| Cetera Investment Advisers | 7.1k | $253k | 23% | Dec 2025 |
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| Arlington Capital Management | 7.0k | $249k | 100% | Dec 2025 |
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| Commonwealth Equity Services | 5.9k | $211k | 0% | Dec 2025 |
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| Integrated Advisors Network | 5.6k | $200k | 100% | Dec 2025 |
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| Centaurus Financial | 3.8k | $137k | 0% | Dec 2025 |
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| Advisor Group Holdings | 1.7k | $60k | 149% | Dec 2025 |
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| EverSource Wealth Advisors | 1.6k | $59k | 2% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 165.00 | $5.9k | 100% | Dec 2025 |
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| Silver Oak Securities | 131.00 | $4.7k | 100% | Dec 2025 |
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| FMR | 84.00 | $2.9k | 0% | Sep 2025 |
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| Darren Munn | 21.00 | $765.000600 | 100% | Dec 2025 |
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Who sold out of Northern Lts Fd Tr Iv?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Financial Advocates Investment Management | Jun 2025 | 7.7k | $244k |
| Principal Securities | Sep 2025 | 2.7k | $95k |
| Clarity Asset Management | Sep 2025 | 422.00 | $15k |