Monarch Dividend Plus IndexMDPLETF
13F holders, Q1 2024 (March 31)4holders
$26.40avg. 13F price*
At the end of Q1 2024, 4 institutions reported holding Monarch Dividend Plus Index (MDPL) in their 13F filings. The largest holders were Kingsview Wealth Management, LLC ($33.7M), Brookstone Capital Management ($986K) and Old Mission Capital LLC ($630K).
- Company
- Monarch Dividend Plus Index
- Filed as
- NORTHERN LTS FD TR IV (Q1 2024)
- CUSIP
- 66537J846
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $35.6M |
| Exits | 0 | $0 |
Ownership 4 holders
| Kingsview Wealth Management, LLC | 0.85% | New | 1,277,572 | $33.7M |
| Brookstone Capital Management | 0.02% | New | 37,343 | $986K |
| Old Mission Capital LLC | 0.02% | New | 23,868 | $630K |
| Susquehanna International Group, LLP | 0.00% | New | 10,244 | $270K |
"% of holder's portfolio" is MDPL's weight in each manager's 13F, not the share of Monarch Dividend Plus Index the manager owns.