HARTFORD FDS EXCHANGE TRADED's ticker is HTRB and the CUSIP is 41653L305. A total of 70 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $176,945 | -5.0% | 5,577 | +0.1% | 0.01% | 0.0% |
| Q2 2023 | $186,276 | -2.4% | 5,572 | +0.0% | 0.01% | -10.0% |
| Q1 2023 | $190,820 | +14.0% | 5,571 | +9.9% | 0.01% | -16.7% |
| Q4 2022 | $167,450 | +3.4% | 5,068 | +0.1% | 0.01% | 0.0% |
| Q3 2022 | $162,000 | +3.8% | 5,064 | +11.2% | 0.01% | -7.7% |
| Q2 2022 | $156,000 | +9.1% | 4,552 | +12.4% | 0.01% | +18.2% |
| Q1 2022 | $143,000 | -13.3% | 4,050 | 0.0% | 0.01% | -31.2% |
| Q3 2021 | $165,000 | +43.5% | 4,050 | +44.6% | 0.02% | +33.3% |
| Q2 2021 | $115,000 | – | 2,800 | – | 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% |