Fortis Advisors, LLC - HARTFORD FDS EXCHANGE TRADED ownership

HARTFORD FDS EXCHANGE TRADED's ticker is HTRB and the CUSIP is 41653L305. A total of 3 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Fortis Advisors, LLC ownership history of HARTFORD FDS EXCHANGE TRADED
ValueSharesWeighting
Q3 2023$38,668
-4.0%
1,2050.0%0.03%0.0%
Q2 2023$40,283
-1.7%
1,2050.0%0.03%0.0%
Q1 2023$40,970
+2.9%
1,2050.0%0.03%
-10.0%
Q4 2022$39,813
-9.5%
1,205
-11.9%
0.03%
-3.2%
Q3 2022$44,000
-6.4%
1,3680.0%0.03%0.0%
Q2 2022$47,0001,3680.03%
Other shareholders
HARTFORD FDS EXCHANGE TRADED shareholders Q4 2023
NameSharesValueWeighting ↓
Hartford Funds Management Co LLC 15,354,281$565,345,00055.41%
IRON Financial LLC 518,638$19,096,0008.80%
Landmark Wealth Management, LLC 400,140$207,437,0006.95%
Financial Planning & Information Services, Inc. 710,174$26,149,0005.84%
Marshall Financial Group LLC 245,460$9,038,0003.70%
Berger Financial Group, Inc 660,796$24,331,0003.09%
CORBETT ROAD CAPITAL MANAGEMENT, LLC 41,553$1,530,0001.97%
Destiny Wealth Partners, LLC 274,458$10,106,0001.97%
Golden State Equity Partners 86,761$3,195,0001.61%
Kathleen S. Wright Associates Inc. 58,372$2,149,0001.57%
View complete list of HARTFORD FDS EXCHANGE TRADED shareholders