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 | $22,107,256 | +54.8% | 688,876 | +61.2% | 0.03% | +26.9% |
| Q2 2023 | $14,285,447 | +7.4% | 427,296 | +9.2% | 0.03% | +4.0% |
| Q1 2023 | $13,300,045 | +17.8% | 391,130 | +14.5% | 0.02% | +8.7% |
| Q4 2022 | $11,290,238 | +405.8% | 341,717 | +396.5% | 0.02% | +360.0% |
| Q3 2022 | $2,232,000 | +900.9% | 68,830 | +957.5% | 0.01% | – |
| Q2 2022 | $223,000 | -92.9% | 6,509 | -92.4% | 0.00% | -100.0% |
| Q1 2022 | $3,154,000 | +6.3% | 85,613 | +14.7% | 0.01% | 0.0% |
| Q4 2021 | $2,967,000 | +14028.6% | 74,640 | +14449.7% | 0.01% | – |
| Q3 2021 | $21,000 | +31.2% | 513 | +30.2% | 0.00% | – |
| Q2 2021 | $16,000 | – | 394 | – | 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% |