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 | $19,782,490 | +552.0% | 616,469 | +579.2% | 0.01% | +500.0% |
| Q2 2023 | $3,034,040 | -8.5% | 90,758 | -9.5% | 0.00% | -50.0% |
| Q4 2022 | $3,315,168 | +449.8% | 100,338 | +439.6% | 0.00% | – |
| Q3 2022 | $603,000 | -97.5% | 18,595 | -97.3% | 0.00% | -100.0% |
| Q2 2022 | $23,863,000 | -33.1% | 697,763 | -28.0% | 0.01% | -16.7% |
| Q1 2022 | $35,679,000 | +2106.5% | 969,014 | +2281.6% | 0.01% | +1100.0% |
| Q4 2021 | $1,617,000 | -89.5% | 40,688 | -89.2% | 0.00% | -80.0% |
| Q3 2021 | $15,364,000 | +2370.1% | 377,225 | +2337.5% | 0.01% | – |
| Q1 2021 | $622,000 | -60.5% | 15,476 | -59.0% | 0.00% | -100.0% |
| Q4 2020 | $1,575,000 | +120.0% | 37,731 | +120.8% | 0.00% | 0.0% |
| Q2 2020 | $716,000 | +152.1% | 17,088 | +142.1% | 0.00% | – |
| Q4 2019 | $284,000 | -86.2% | 7,059 | -85.8% | 0.00% | -100.0% |
| Q3 2019 | $2,065,000 | +9.1% | 49,800 | +7.4% | 0.00% | 0.0% |
| Q2 2019 | $1,892,000 | +100.0% | 46,366 | +95.8% | 0.00% | +50.0% |
| Q1 2019 | $946,000 | +1.1% | 23,677 | -1.9% | 0.00% | 0.0% |
| Q4 2018 | $936,000 | – | 24,135 | – | 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% |