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
| 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 | 14,476,716 | $495,104,000 | 55.72% |
| IRON Financial LLC | 485,308 | $16,598,000 | 8.69% |
| Landmark Wealth Management, LLC | 173,605 | $5,937,000 | 7.59% |
| Financial Planning & Information Services, Inc. | 583,487 | $19,955,000 | 4.87% |
| WCG Wealth Advisors LLC | 1,710,447 | $59,245,000 | 4.06% |
| Marshall Financial Group LLC | 261,011 | $8,927,000 | 3.57% |
| Great Point Wealth Advisors, LLC | 228,740 | $7,823,000 | 2.77% |
| Lloyd Advisory Services, LLC. | 81,525 | $2,788,000 | 2.17% |
| Destiny Wealth Partners, LLC | 264,377 | $9,042,000 | 1.99% |
| CORBETT ROAD CAPITAL MANAGEMENT, LLC | 32,301 | $1,105,000 | 1.89% |