HARTFORD FDS EXCHANGE TRADED's ticker is HTRB and the CUSIP is 41653L305. A total of 48 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q4 2020. The put-call ratio across all filers is - and the average weighting 2.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $80,018,641 | -4.1% | 2,493,569 | -0.1% | 0.48% | -4.6% |
| Q2 2023 | $83,403,646 | -8.5% | 2,494,874 | -6.9% | 0.50% | -14.7% |
| Q1 2023 | $91,137,816 | +1.4% | 2,680,524 | -1.5% | 0.59% | -9.7% |
| Q4 2022 | $89,879,382 | -8.0% | 2,720,320 | -9.6% | 0.65% | -16.1% |
| Q3 2022 | $97,685,000 | -11.6% | 3,010,792 | -6.8% | 0.78% | -12.3% |
| Q2 2022 | $110,456,000 | -17.8% | 3,229,710 | -11.5% | 0.88% | -4.1% |
| Q1 2022 | $134,340,000 | +19714.2% | 3,648,551 | +21292.9% | 0.92% | +18340.0% |
| Q4 2021 | $678,000 | -7.6% | 17,055 | -5.3% | 0.01% | -16.7% |
| Q3 2021 | $734,000 | +11.9% | 18,019 | +12.5% | 0.01% | 0.0% |
| Q2 2021 | $656,000 | -2.1% | 16,021 | -3.8% | 0.01% | -14.3% |
| Q1 2021 | $670,000 | -21.0% | 16,655 | -18.1% | 0.01% | -30.0% |
| Q4 2020 | $848,000 | +12.2% | 20,324 | +11.2% | 0.01% | -9.1% |
| Q3 2020 | $756,000 | – | 18,282 | – | 0.01% | – |
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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% |