HARTFORD FDS EXCHANGE TRADED's ticker is HTRB and the CUSIP is 41653L305. A total of 67 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $12,694,342 | -1.5% | 373,363 | -4.3% | 1.84% | -7.4% |
| Q4 2022 | $12,890,292 | +1.2% | 390,142 | -0.6% | 1.99% | -10.9% |
| Q3 2022 | $12,736,000 | +93.9% | 392,540 | +104.4% | 2.23% | +95.8% |
| Q2 2022 | $6,569,000 | -12.1% | 192,067 | -5.3% | 1.14% | -0.8% |
| Q1 2022 | $7,470,000 | -8.0% | 202,872 | -0.7% | 1.15% | -8.4% |
| Q4 2021 | $8,119,000 | -1.6% | 204,362 | +0.8% | 1.26% | -10.4% |
| Q3 2021 | $8,254,000 | -0.5% | 202,640 | +0.1% | 1.40% | -2.1% |
| Q2 2021 | $8,293,000 | -0.2% | 202,463 | -2.0% | 1.43% | -11.1% |
| Q1 2021 | $8,306,000 | +26.8% | 206,525 | +31.6% | 1.61% | +16.4% |
| Q4 2020 | $6,551,000 | +3.9% | 156,937 | +2.9% | 1.38% | -10.2% |
| Q3 2020 | $6,307,000 | +7.7% | 152,486 | +9.1% | 1.54% | -1.8% |
| Q2 2020 | $5,855,000 | – | 139,761 | – | 1.57% | – |
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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% |