Monarch Dividend Plus IndexMDPLETF
13F holders, Q2 2024 (June 30)2holders −2
0new positions
2sold out
$24.92avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding Monarch Dividend Plus Index (MDPL) in their 13F filings, down 2 from Q1 2024. 0 opened new positions and 2 sold out. The largest holders were Kingsview Wealth Management, LLC ($32.5M) and Brookstone Capital Management ($980K).
- Company
- Monarch Dividend Plus Index
- Filed as
- NORTHERN LTS FD TR IV (Q2 2024)
- CUSIP
- 66537J846
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $901K |
All 13F filers, Q1 2024 → Q2 2024: 27,052 shares bought and 34,112 shares sold, net −7,060 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Kingsview Wealth Management, LLC | 0.77% | Add +2.1% | 1,304,624 | $32.5M |
| Brookstone Capital Management | 0.02% | No change | 37,343 | $980K |
"% of holder's portfolio" is MDPL's weight in each manager's 13F, not the share of Monarch Dividend Plus Index the manager owns.