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Northern Lts Fd Tr Iv shares owned by LPL Financial

Quarter-by-quarter ownership of Northern Lts Fd Tr Iv (FDLS) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Northern Lts Fd Tr Iv

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All positions including Northern Lts Fd Tr Iv held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Northern Lts Fd Tr Iv by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 35k 34.92
2025-06-30 $419k 13k 31.74
2025-03-31 $220k 7.8k 28.15

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View all positions for LPL Financial

Top funds holding Northern Lts Fd Tr Iv

Inspire Advisors
Creative Financial Designs
CWM Advisors
PAX Financial Group
OneAscent Financial Services
Belpointe Asset Management
Frontier Asset Management
Envestnet Asset Management
AE Wealth Management
LPL Financial
Gts Securities
Cambridge Investment Research Advisors
Revisor Wealth Management
Geneos Wealth Management
Citadel Advisors

View all funds holding Northern Lts Fd Tr Iv