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Northern Lts Fd Tr Iv shares owned by Moneywise

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

Historical chart of Moneywise investment in Northern Lts Fd Tr Iv

Tip: Access up to 7 years of quarterly data

All positions including Northern Lts Fd Tr Iv held by Moneywise 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 Moneywise

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.7M 73k 36.94
2025-12-31 $1.7M 47k 35.74

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Ishares Tr Core Msci Eafe (IEFA)
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Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
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Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Msci Emg Mkt Etf (EEM)
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Ishares Tr Russell 2000 Etf (IWM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Moneywise

Top funds holding Northern Lts Fd Tr Iv

Inspire Advisors
Creative Financial Designs
Strategic Equity Management
LPL Financial
PAX Financial Group
AE Wealth Management
CWM Advisors
Belpointe Asset Management
Moneywise
Frontier Asset Management
OneAscent Financial Services
Envestnet Asset Management
Cambridge Investment Research Advisors
Gts Securities
ValMark Advisers

View all funds holding Northern Lts Fd Tr Iv