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 | $38,668 | -4.0% | 1,205 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $40,283 | -1.7% | 1,205 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $40,970 | +2.9% | 1,205 | 0.0% | 0.03% | -10.0% |
| Q4 2022 | $39,813 | -9.5% | 1,205 | -11.9% | 0.03% | -3.2% |
| Q3 2022 | $44,000 | -6.4% | 1,368 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $47,000 | – | 1,368 | – | 0.03% | – |
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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% |