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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,651,050 | +89.1% | 487,724 | +97.0% | 0.01% | +83.3% |
| Q2 2023 | $8,277,037 | +102.6% | 247,593 | +106.0% | 0.01% | +100.0% |
| Q1 2023 | $4,086,059 | +17.3% | 120,178 | +14.0% | 0.00% | 0.0% |
| Q4 2022 | $3,484,418 | +328.1% | 105,461 | +320.2% | 0.00% | +200.0% |
| Q3 2022 | $814,000 | +33.4% | 25,096 | +40.8% | 0.00% | 0.0% |
| Q2 2022 | $610,000 | -62.8% | 17,822 | -60.0% | 0.00% | 0.0% |
| Q1 2022 | $1,641,000 | -26.1% | 44,566 | -20.3% | 0.00% | -50.0% |
| Q4 2021 | $2,222,000 | -11.5% | 55,933 | -9.3% | 0.00% | 0.0% |
| Q3 2021 | $2,512,000 | -65.4% | 61,687 | -65.2% | 0.00% | -71.4% |
| Q2 2021 | $7,251,000 | -19.6% | 177,030 | -21.1% | 0.01% | -30.0% |
| Q1 2021 | $9,019,000 | -45.1% | 224,260 | -43.0% | 0.01% | -52.4% |
| Q4 2020 | $16,435,000 | +5.2% | 393,752 | +4.3% | 0.02% | -12.5% |
| Q3 2020 | $15,618,000 | +16.9% | 377,613 | +18.4% | 0.02% | +4.3% |
| Q2 2020 | $13,364,000 | +51.7% | 319,027 | +44.0% | 0.02% | +21.1% |
| Q1 2020 | $8,807,000 | +121.1% | 221,571 | +123.8% | 0.02% | +171.4% |
| Q4 2019 | $3,984,000 | +43.7% | 99,022 | +48.2% | 0.01% | +16.7% |
| Q3 2019 | $2,772,000 | – | 66,827 | – | 0.01% | – |
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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% |