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 | $580 | -51.9% | 18,089 | -49.9% | 0.00% | -40.0% |
| Q2 2023 | $1,207 | -6.7% | 36,097 | -5.1% | 0.01% | -16.7% |
| Q1 2023 | $1,293 | +3.0% | 38,035 | +0.1% | 0.01% | -14.3% |
| Q4 2022 | $1,255 | -99.9% | 37,992 | -15.2% | 0.01% | -12.5% |
| Q3 2022 | $1,454,000 | -7.4% | 44,808 | -2.4% | 0.01% | 0.0% |
| Q2 2022 | $1,570,000 | -83.4% | 45,908 | -82.2% | 0.01% | -81.8% |
| Q1 2022 | $9,478,000 | +20.4% | 257,402 | +30.0% | 0.04% | +25.7% |
| Q4 2021 | $7,869,000 | -1.2% | 198,064 | +1.3% | 0.04% | -10.3% |
| Q3 2021 | $7,961,000 | -2.3% | 195,456 | -1.7% | 0.04% | 0.0% |
| Q2 2021 | $8,147,000 | +71.1% | 198,907 | +68.0% | 0.04% | +50.0% |
| Q1 2021 | $4,762,000 | +2.6% | 118,400 | +6.5% | 0.03% | -3.7% |
| Q4 2020 | $4,642,000 | +4.1% | 111,201 | +3.1% | 0.03% | -10.0% |
| Q3 2020 | $4,460,000 | -4.5% | 107,837 | -3.3% | 0.03% | -14.3% |
| Q2 2020 | $4,670,000 | +2003.6% | 111,492 | +1920.5% | 0.04% | +1650.0% |
| Q4 2019 | $222,000 | -7.1% | 5,518 | -4.4% | 0.00% | 0.0% |
| Q3 2019 | $239,000 | -4.8% | 5,770 | -6.1% | 0.00% | 0.0% |
| Q2 2019 | $251,000 | -19.3% | 6,148 | -20.9% | 0.00% | -33.3% |
| Q1 2019 | $311,000 | +3.3% | 7,773 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $301,000 | – | 7,773 | – | 0.00% | – |
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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% |