HARTFORD FDS EXCHANGE TRADED's ticker is HTRB and the CUSIP is 41653L305. A total of 72 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,197,357 | -6.3% | 380,098 | -2.4% | 7.08% | +1.3% |
| Q2 2023 | $13,012,706 | -6.0% | 389,252 | -4.4% | 6.99% | -8.1% |
| Q1 2023 | $13,844,308 | +2.7% | 407,185 | -0.2% | 7.60% | -1.8% |
| Q4 2022 | $13,485,333 | -12.1% | 408,152 | -13.6% | 7.74% | -8.0% |
| Q3 2022 | $15,334,000 | -7.6% | 472,628 | -2.6% | 8.42% | -3.1% |
| Q2 2022 | $16,598,000 | -13.1% | 485,308 | -6.4% | 8.69% | -1.2% |
| Q1 2022 | $19,096,000 | -13.3% | 518,638 | -6.5% | 8.80% | -10.4% |
| Q4 2021 | $22,029,000 | +0.1% | 554,456 | +2.6% | 9.83% | -6.9% |
| Q3 2021 | $22,011,000 | -5.3% | 540,406 | -4.8% | 10.56% | -2.9% |
| Q2 2021 | $23,241,000 | +10.8% | 567,407 | +8.8% | 10.88% | -1.8% |
| Q1 2021 | $20,977,000 | -16.8% | 521,581 | -13.7% | 11.07% | -12.8% |
| Q4 2020 | $25,221,000 | +7.2% | 604,230 | +6.2% | 12.69% | -2.3% |
| Q3 2020 | $23,530,000 | +50.6% | 568,914 | +52.5% | 13.00% | +61.4% |
| Q2 2020 | $15,623,000 | -14.6% | 372,959 | -19.0% | 8.05% | -29.7% |
| Q1 2020 | $18,294,000 | +10.8% | 460,260 | +12.2% | 11.45% | +45.6% |
| Q4 2019 | $16,506,000 | – | 410,299 | – | 7.86% | – |
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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% |