HARTFORD FDS EXCHANGE TRADED's ticker is HTRB and the CUSIP is 41653L305. A total of 89 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $617,829 | +67.1% | 19,253 | +74.0% | 0.00% | – |
| Q2 2023 | $369,836 | -81.4% | 11,063 | -81.0% | 0.00% | – |
| Q2 2022 | $1,993,000 | +694.0% | 58,277 | +753.5% | 0.00% | – |
| Q1 2022 | $251,000 | -92.6% | 6,828 | -91.9% | 0.00% | -100.0% |
| Q1 2021 | $3,395,000 | -84.1% | 84,418 | -83.4% | 0.00% | -80.0% |
| Q2 2020 | $21,335,000 | +1791.4% | 509,320 | +1705.3% | 0.01% | – |
| Q1 2019 | $1,128,000 | +68.4% | 28,213 | +63.3% | 0.00% | – |
| Q4 2018 | $670,000 | – | 17,282 | – | 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% |