Capital Asset Advisory Services LLC - HARTFORD FDS EXCHANGE TRADED ownership

HARTFORD FDS EXCHANGE TRADED's ticker is HTRB and the CUSIP is 41653L305. A total of 57 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.9%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of HARTFORD FDS EXCHANGE TRADED
ValueSharesWeighting
Q2 2022$174,000
-55.7%
5,071
-52.4%
0.02%
-54.8%
Q1 2022$393,000
-24.3%
10,645
-18.2%
0.04%
-23.6%
Q4 2021$519,000
-45.5%
13,020
-44.2%
0.06%
-48.1%
Q3 2021$953,000
-14.8%
23,353
-14.3%
0.11%
-13.8%
Q2 2021$1,118,000
-40.0%
27,248
-41.1%
0.12%
-55.8%
Q1 2021$1,864,000
-14.3%
46,271
-11.2%
0.28%
-28.2%
Q4 2020$2,176,000
+10.1%
52,121
+9.1%
0.39%
-6.5%
Q3 2020$1,977,000
+1.3%
47,791
+4.1%
0.41%
-1.2%
Q2 2020$1,952,000
+34.5%
45,924
+28.9%
0.42%
+8.8%
Q1 2020$1,451,000
+20.6%
35,634
+21.4%
0.38%
+36.0%
Q4 2019$1,203,00029,3520.28%
Other shareholders
HARTFORD FDS EXCHANGE TRADED shareholders Q3 2021
NameSharesValueWeighting ↓
Hartford Funds Management Co LLC 14,084,926$451,985,27548.06%
Marshall Financial Group LLC 750,684$24,089,4528.68%
IRON Financial LLC 380,098$12,197,3577.08%
Financial Planning & Information Services, Inc. 894,883$28,716,8025.34%
WMS Partners, LLC 1,361,444$43,688,7283.45%
HOWARD FINANCIAL SERVICES, LTD. 462,477$14,840,8793.40%
WCG Wealth Advisors LLC 1,073,401$35,0682.57%
Great Point Wealth Advisors, LLC 231,074$7,415,1672.22%
Fragasso Group Inc. 645,981$20,729,5312.18%
Kingdom Financial Group LLC. 65,890$2,114,4251.99%
View complete list of HARTFORD FDS EXCHANGE TRADED shareholders