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Northern Lts Fd Tr Iv shares owned by Fiduciary Alliance

Quarter-by-quarter ownership of Northern Lts Fd Tr Iv (PTL) shares owned by Fiduciary Alliance from 13F filings

Historical chart of Fiduciary Alliance investment in Northern Lts Fd Tr Iv

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All positions including Northern Lts Fd Tr Iv held by Fiduciary Alliance 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 Fiduciary Alliance

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 4.5k 248.21
2025-09-30 $355k 1.4k 249.25

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Top funds holding Northern Lts Fd Tr Iv

Inspire Advisors
Plan A Wealth
LPL Financial
OneAscent Financial Services
Christian Investment Advisors
Strategic Equity Management
Silver Oak Securities
Stifel Financial
Geneos Wealth Management
CWM Advisors
Belpointe Asset Management
Moneywise
Investment Research Partners
United Capital Financial Advisers
Legacy Wealth Asset Management

View all funds holding Northern Lts Fd Tr Iv