NORTHERN LTS FD TR IV

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FDLS·66538H187·US·ETF·Unknown - Unknown

FDLS (NORTHERN LTS FD TR IV) is held by 14 institutional investors as of Q1 2026. Largest holders: LPL Financial LLC ($4.7M), AE Wealth Management LLC ($3.4M), ENVESTNET ASSET MANAGEMENT INC ($2.3M). Net institutional sentiment: Bullish.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (14)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	128,535(+145.0%)	$4.7M	0.0%	+15.69%	43
AE Wealth Management LLC	Increased	92,906(+61.4%)	$3.4M	0.0%	+22.18%	38
ENVESTNET ASSET MANAGEMENT INC	Increased	62,228(+31.7%)	$2.3M	0.0%	+30.86%	33
RAYMOND JAMES FINANCIAL INC	Increased	35,573(+155.9%)	$1.3M	0.0%	+12.82%	41
GOLDMAN SACHS GROUP INC	Increased	28,297(+87.5%)	$1M	0.0%	+13.92%	39
Envestnet Portfolio Solutions, Inc.	New	22,703	$838,649	0.0%	+9.93%	34
Cetera Investment Advisers	Increased	10,955(+54.6%)	$404,678	0.0%	+16.81%	34
Sanctuary Advisors, LLC	Decreased	9,716(-43.6%)	$358,912	0.0%	+34.49%	0
JANE STREET GROUP, LLC	New	8,730	$322,486	0.0%	+9.93%	36
OSAIC HOLDINGS, INC.	Increased	8,693(+419.3%)	$321,101	0.0%	+12.69%	38
COMMONWEALTH EQUITY SERVICES, LLC	Increased	7,340(+24.2%)	$271,160	0.0%	+19.21%	28
Pinnacle Financial Partners, Inc.	New	7,169	$264,823	0.0%	+9.93%	32
MORGAN STANLEY	Increased	615(+2.3%)	$22,726	0.0%	+21.72%	13
FMR LLC	Unchanged	54	$1,997	0.0%	+34.49%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Exited	0(-100.0%)	$5,897	0.0%	+7.02%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer