HARTFORD FDS EXCHANGE TRADED's ticker is HTRB and the CUSIP is 41653L305. A total of 83 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $459,714 | -18.3% | 14,326 | -14.9% | 0.00% | -20.0% |
| Q2 2023 | $563,006 | -7.5% | 16,841 | -6.0% | 0.01% | -16.7% |
| Q1 2023 | $608,856 | -1.4% | 17,908 | -4.1% | 0.01% | -14.3% |
| Q4 2022 | $617,246 | +189.8% | 18,682 | +184.9% | 0.01% | +133.3% |
| Q3 2022 | $213,000 | -98.5% | 6,558 | -98.4% | 0.00% | -98.4% |
| Q2 2022 | $13,938,000 | -23.4% | 407,542 | -17.5% | 0.19% | -17.7% |
| Q1 2022 | $18,191,000 | +353.3% | 494,055 | +389.1% | 0.23% | +307.0% |
| Q4 2021 | $4,013,000 | +13737.9% | 101,003 | +14247.0% | 0.06% | – |
| Q3 2021 | $29,000 | +1350.0% | 704 | +1430.4% | 0.00% | – |
| Q2 2021 | $2,000 | – | 46 | – | 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% |