HARTFORD FDS EXCHANGE TRADED's ticker is HTRB and the CUSIP is 41653L305. A total of 72 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $270,936 | -4.4% | 8,443 | -0.5% | 0.04% | -5.4% |
| Q2 2023 | $283,553 | +24.0% | 8,482 | +26.1% | 0.04% | +12.1% |
| Q1 2023 | $228,650 | +13.6% | 6,725 | +10.4% | 0.03% | +3.1% |
| Q4 2022 | $201,214 | -0.9% | 6,090 | -2.6% | 0.03% | -11.1% |
| Q3 2022 | $203,000 | -33.0% | 6,252 | -24.0% | 0.04% | -33.3% |
| Q1 2022 | $303,000 | +11.0% | 8,231 | +19.9% | 0.05% | +10.2% |
| Q4 2021 | $273,000 | – | 6,863 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 14,554,199 | $578,238,000 | 54.84% |
| IRON Financial LLC | 554,456 | $22,029,000 | 9.83% |
| Financial Planning & Information Services, Inc. | 646,301 | $25,678,000 | 6.32% |
| Great Point Wealth Advisors, LLC | 484,010 | $19,230,000 | 5.89% |
| Marshall Financial Group LLC | 381,425 | $15,154,000 | 5.58% |
| Landmark Wealth Management, LLC | 196,272 | $8,000 | 4.68% |
| Golden State Equity Partners | 217,438 | $8,639,000 | 4.36% |
| CORBETT ROAD CAPITAL MANAGEMENT, LLC | 38,128 | $1,515,000 | 2.60% |
| Berger Financial Group, Inc | 476,566 | $18,934,000 | 2.51% |
| Destiny Wealth Partners, LLC | 274,299 | $10,898,000 | 2.10% |