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 | $18,495,489 | +14.2% | 576,363 | +18.9% | 0.01% | +20.0% |
| Q2 2023 | $16,202,150 | +1.2% | 484,659 | +2.9% | 0.01% | -16.7% |
| Q1 2023 | $16,008,220 | +151.1% | 470,830 | +144.0% | 0.01% | +200.0% |
| Q4 2022 | $6,375,233 | +129.7% | 192,955 | +125.6% | 0.00% | +100.0% |
| Q3 2022 | $2,775,000 | +64.9% | 85,534 | +73.8% | 0.00% | 0.0% |
| Q2 2022 | $1,683,000 | -63.6% | 49,201 | -60.9% | 0.00% | -50.0% |
| Q1 2022 | $4,629,000 | +120.1% | 125,734 | +137.5% | 0.00% | +100.0% |
| Q4 2021 | $2,103,000 | +5.7% | 52,937 | +8.4% | 0.00% | 0.0% |
| Q3 2021 | $1,989,000 | +2.5% | 48,837 | +3.1% | 0.00% | 0.0% |
| Q2 2021 | $1,940,000 | +92.8% | 47,360 | +89.3% | 0.00% | – |
| Q1 2021 | $1,006,000 | +12475.0% | 25,021 | +12410.5% | 0.00% | – |
| Q4 2020 | $8,000 | -97.8% | 200 | -97.9% | 0.00% | – |
| Q1 2020 | $372,000 | +6100.0% | 9,371 | +6147.3% | 0.00% | – |
| Q4 2019 | $6,000 | -45.5% | 150 | -45.8% | 0.00% | – |
| Q3 2019 | $11,000 | +175.0% | 277 | +177.0% | 0.00% | – |
| Q1 2019 | $4,000 | -50.0% | 100 | -49.7% | 0.00% | – |
| Q4 2018 | $8,000 | – | 199 | – | 0.00% | – |
Download | ||||||
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% |