HARTFORD FDS EXCHANGE TRADED's ticker is HTRB and the CUSIP is 41653L305. A total of 78 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $370 | -89.6% | 11,519 | -89.2% | 0.00% | -91.7% |
| Q2 2023 | $3,563 | -8.5% | 106,569 | -6.9% | 0.01% | -25.0% |
| Q1 2023 | $3,892 | -98.3% | 114,457 | +1732.5% | 0.02% | +1500.0% |
| Q1 2022 | $230,000 | -8.7% | 6,246 | -1.6% | 0.00% | 0.0% |
| Q4 2021 | $252,000 | -2.3% | 6,346 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $258,000 | -3.7% | 6,346 | -3.1% | 0.00% | 0.0% |
| Q2 2021 | $268,000 | +11.7% | 6,546 | +9.9% | 0.00% | 0.0% |
| Q1 2021 | $240,000 | – | 5,958 | – | 0.00% | – |
Download | ||||||
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% |