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 | $3,894,410 | -0.6% | 121,359 | +3.6% | 0.12% | +16.8% |
Q2 2023 | $3,917,127 | +9.2% | 117,174 | +11.0% | 0.11% | +13.8% |
Q1 2023 | $3,588,156 | +29.3% | 105,534 | +25.7% | 0.09% | -75.1% |
Q4 2022 | $2,774,005 | +3.9% | 83,959 | +2.0% | 0.38% | -2.6% |
Q3 2022 | $2,670,000 | +36.9% | 82,293 | +44.3% | 0.39% | +53.0% |
Q2 2022 | $1,951,000 | -28.6% | 57,036 | -23.1% | 0.25% | -24.5% |
Q1 2022 | $2,731,000 | – | 74,161 | – | 0.34% | – |
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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% |