Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ESG ETF company info

What does Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ESG ETF do?
Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ESG ETF (NYSE:FELT) focuses on integrating ethical investing principles with a multifactor approach to select its portfolio constituents. The ETF is traded on the NYSE Arca under the symbol FELT, emphasizing its commitment to environmental, social, and governance (ESG) criteria. Its operations revolve around identifying and investing in companies that not only meet specific financial criteria but also align with high ESG standards, aiming to offer investors both ethical investment choices and potential for financial returns. Projects and objectives center on expanding its portfolio within the framework of sustainable and responsible investing, continually reviewing and adjusting its holdings to reflect the best blend of moral and economic performance.
Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ESG ETF company media
Company Snapshot

Is Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ESG ETF a public or private company?

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Ownership
Public

How many people does Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ESG ETF employ?

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Employees
30

What sector is Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ESG ETF in?

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Sector
ETF

Where is the head office for Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ESG ETF?

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Head Office
Orchard Park, United States

What year was Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ESG ETF founded?

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Year Founded
2022
What does Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ESG ETF specialise in?
/Investment Management /Multi-Factor Strategy /ESG Integration /Exchange Traded Fund /Social Responsibility /Ethical Investing

What are the products and/or services of Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ESG ETF?

Overview of Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ESG ETF offerings
Exposure to U.S. Equities: FDLS invests in a basket of stocks listed on U.S. exchanges, providing investors with exposure to the American stock market.
Multi-Factor Investment Strategy: The ETF seeks to capture returns through a combination of factors beyond just market capitalization. This might involve factors like value, momentum, quality, and size, aiming for potentially better risk-adjusted returns.
Focus on ESG Considerations: FDLS integrates Environmental, Social, and Governance (ESG) factors into its investment selection process. This means the fund considers a company's environmental practices, social responsibility, and governance structure alongside traditional financial metrics. However, it's important to note it excludes companies involved in certain activities like abortion, pornography, and gambling, aligning with specific biblical values.
Passive Management: FDLS is a passively managed ETF, meaning it tracks the performance of an underlying index (likely the WI Fidelis Multi-Cap, Multi-Factor ESG Index) and doesn't involve active security selection by a fund manager.
Potential for Capital Appreciation: The primary objective of FDLS is to achieve capital appreciation for investors through potential price increases of the underlying stocks in the tracked index.
Exchange Traded Fund: FDLS is listed on the NYSE Arca exchange under the ticker symbol FDLS. This allows investors to easily buy and sell shares of the ETF like any stock.