HARTFORD FDS EXCHANGE TRADED's ticker is HTRB and the CUSIP is 41653L305. A total of 53 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q2 2021. The put-call ratio across all filers is - and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,486,762 | -15.6% | 420,279 | -12.1% | 0.01% | -14.3% |
| Q2 2023 | $15,976,040 | +8.0% | 477,895 | +9.9% | 0.01% | 0.0% |
| Q1 2023 | $14,786,860 | +34.1% | 434,908 | +30.3% | 0.01% | +16.7% |
| Q4 2022 | $11,024,750 | +8.7% | 333,679 | +6.8% | 0.01% | 0.0% |
| Q3 2022 | $10,140,000 | +63.8% | 312,533 | +72.6% | 0.01% | +100.0% |
| Q2 2022 | $6,191,000 | -60.1% | 181,037 | -57.1% | 0.00% | -62.5% |
| Q1 2022 | $15,532,000 | +77.2% | 421,836 | +91.3% | 0.01% | +100.0% |
| Q4 2021 | $8,763,000 | +764.2% | 220,561 | +785.6% | 0.00% | +300.0% |
| Q3 2021 | $1,014,000 | +8.9% | 24,904 | +9.5% | 0.00% | 0.0% |
| Q2 2021 | $931,000 | -69.0% | 22,741 | -69.5% | 0.00% | -50.0% |
| Q1 2021 | $2,999,000 | +276.8% | 74,567 | +290.9% | 0.00% | +100.0% |
| Q4 2020 | $796,000 | +62.1% | 19,074 | +60.5% | 0.00% | – |
| Q3 2020 | $491,000 | -80.7% | 11,882 | -80.5% | 0.00% | -100.0% |
| Q2 2020 | $2,547,000 | +27.2% | 60,801 | +20.7% | 0.00% | 0.0% |
| Q1 2020 | $2,002,000 | -2.0% | 50,381 | -0.8% | 0.00% | 0.0% |
| Q4 2019 | $2,043,000 | – | 50,775 | – | 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% |