# NORTHERN LTS FD TR IV (FEVR)

> Institutional ownership reported to the SEC as of Q3 2022, from Form 13F filings. Source: https://holderbook.com/stocks/FEVR/

- Reporting holders: 10
- Reported value: $16.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Ambassador Advisors, LLC](https://holderbook.com/funds/1695078-ambassador-advisors-llc/) | $16.0M | 789,350 | 3.8% | 8 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $349.0K | 17,278 | 0.0% | 1 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $299.0K | 14,817 | 0.0% | 1 |
| [HHM Wealth Advisors, LLC](https://holderbook.com/funds/1750086-hhm-wealth-advisors-llc/) | $132.0K | 6,533 | 0.0% | 2 |
| [ADVISOR GROUP HOLDINGS, INC.](https://holderbook.com/funds/1677044-advisor-group-holdings-inc/) | $49.0K | 2,419 | 0.0% | 4 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $33.0K | 1,648 | 0.0% | 1 |
| [HARBOUR INVESTMENTS, INC.](https://holderbook.com/funds/810121-harbour-investments-inc/) | $2.0K | 84 | 0.0% | 2 |
| [IFP Advisors, Inc](https://holderbook.com/funds/1641866-ifp-advisors-inc/) | $2.0K | 10 | 0.0% | 3 |
| [Geneos Wealth Management Inc.](https://holderbook.com/funds/1764754-geneos-wealth-management-inc/) | $2.0K | 126 | 0.0% | 1 |
| [CREATIVE FINANCIAL DESIGNS INC /ADV](https://holderbook.com/funds/819864-creative-financial-designs-inc-adv/) | $1.0K | 40 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2022 | 10 | $16.8M |
| Q2 2022 | 8 | $28.0M |
| Q1 2022 | 7 | $40.9M |
| Q4 2021 | 7 | $46.9M |
| Q3 2021 | 3 | $53.7M |
| Q2 2021 | 6 | $36.6M |
| Q1 2021 | 5 | $24.8M |
| Q4 2020 | 3 | $23.9M |