HARTFORD FDS EXCHANGE TRADED's ticker is HTRB and the CUSIP is 41653L305. A total of 48 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q4 2020. The put-call ratio across all filers is - and the average weighting 2.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $16,664,000 | +22.6% | 419,409 | +25.7% | 1.02% | -3.9% |
| Q3 2021 | $13,587,000 | -73.7% | 333,583 | -73.5% | 1.06% | -82.5% |
| Q2 2021 | $51,594,000 | +101.9% | 1,259,608 | +98.3% | 6.08% | +28.9% |
| Q1 2021 | $25,553,000 | +93.7% | 635,359 | +101.0% | 4.72% | +33.4% |
| Q4 2020 | $13,191,000 | +218.7% | 316,039 | +215.8% | 3.54% | +99.5% |
| Q3 2020 | $4,139,000 | +109.7% | 100,080 | +112.4% | 1.77% | +73.6% |
| Q2 2020 | $1,974,000 | +37.8% | 47,128 | +30.7% | 1.02% | -2.3% |
| Q1 2020 | $1,433,000 | +34.7% | 36,050 | +36.3% | 1.05% | +109.6% |
| Q4 2019 | $1,064,000 | -8.5% | 26,449 | -5.7% | 0.50% | +10.9% |
| Q3 2019 | $1,163,000 | +14.5% | 28,050 | +12.7% | 0.45% | +25.0% |
| Q2 2019 | $1,016,000 | +5.6% | 24,888 | +3.4% | 0.36% | +38.5% |
| Q1 2019 | $962,000 | – | 24,066 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 14,084,926 | $451,985,275 | 48.06% |
| Marshall Financial Group LLC | 750,684 | $24,089,452 | 8.68% |
| IRON Financial LLC | 380,098 | $12,197,357 | 7.08% |
| Financial Planning & Information Services, Inc. | 894,883 | $28,716,802 | 5.34% |
| WMS Partners, LLC | 1,361,444 | $43,688,728 | 3.45% |
| HOWARD FINANCIAL SERVICES, LTD. | 462,477 | $14,840,879 | 3.40% |
| WCG Wealth Advisors LLC | 1,073,401 | $35,068 | 2.57% |
| Great Point Wealth Advisors, LLC | 231,074 | $7,415,167 | 2.22% |
| Fragasso Group Inc. | 645,981 | $20,729,531 | 2.18% |
| Kingdom Financial Group LLC. | 65,890 | $2,114,425 | 1.99% |