HARTFORD FDS EXCHANGE TRADED's ticker is HTRB and the CUSIP is 41653L305. A total of 70 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $5,128,000 | -16.5% | 158,038 | -12.0% | 0.22% | -15.1% |
| Q2 2022 | $6,143,000 | -13.8% | 179,594 | -7.4% | 0.26% | -5.5% |
| Q1 2022 | $7,128,000 | -24.0% | 193,846 | -17.9% | 0.27% | -37.7% |
| Q4 2021 | $9,378,000 | -55.2% | 236,136 | -54.0% | 0.44% | -57.0% |
| Q3 2021 | $20,935,000 | -6.2% | 513,897 | -5.7% | 1.02% | +1.1% |
| Q2 2021 | $22,327,000 | +15.7% | 545,095 | +13.6% | 1.01% | +0.5% |
| Q1 2021 | $19,302,000 | +1.5% | 479,929 | +5.3% | 1.01% | -0.9% |
| Q4 2020 | $19,023,000 | +27.0% | 455,759 | +25.9% | 1.02% | -18.1% |
| Q3 2020 | $14,974,000 | +14.3% | 362,049 | +15.7% | 1.24% | +2.8% |
| Q2 2020 | $13,104,000 | +14.6% | 313,031 | +8.4% | 1.21% | +16.8% |
| Q1 2020 | $11,439,000 | – | 288,643 | – | 1.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 14,554,199 | $578,238,000 | 54.84% |
| IRON Financial LLC | 554,456 | $22,029,000 | 9.83% |
| Financial Planning & Information Services, Inc. | 646,301 | $25,678,000 | 6.32% |
| Great Point Wealth Advisors, LLC | 484,010 | $19,230,000 | 5.89% |
| Marshall Financial Group LLC | 381,425 | $15,154,000 | 5.58% |
| Landmark Wealth Management, LLC | 196,272 | $8,000 | 4.68% |
| Golden State Equity Partners | 217,438 | $8,639,000 | 4.36% |
| CORBETT ROAD CAPITAL MANAGEMENT, LLC | 38,128 | $1,515,000 | 2.60% |
| Berger Financial Group, Inc | 476,566 | $18,934,000 | 2.51% |
| Destiny Wealth Partners, LLC | 274,299 | $10,898,000 | 2.10% |