HARTFORD FDS EXCHANGE TRADED's ticker is HTRB and the CUSIP is 41653L305. A total of 72 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,415,167 | -9.9% | 231,074 | -6.2% | 2.22% | -10.1% |
| Q2 2023 | $8,233,898 | +25.5% | 246,303 | +27.7% | 2.47% | +19.0% |
| Q1 2023 | $6,559,609 | +9.0% | 192,930 | +5.9% | 2.08% | +3.0% |
| Q4 2022 | $6,017,723 | +13.9% | 182,134 | +11.8% | 2.02% | +2.4% |
| Q3 2022 | $5,284,000 | -32.5% | 162,860 | -28.8% | 1.97% | -28.9% |
| Q2 2022 | $7,823,000 | -59.3% | 228,740 | -52.7% | 2.77% | -53.0% |
| Q4 2021 | $19,230,000 | -8.3% | 484,010 | -6.0% | 5.89% | -18.2% |
| Q3 2021 | $20,966,000 | +3.0% | 514,754 | +3.6% | 7.21% | +1.5% |
| Q2 2021 | $20,351,000 | +7.0% | 496,851 | +5.1% | 7.10% | -2.4% |
| Q1 2021 | $19,011,000 | +50.7% | 472,703 | +56.4% | 7.27% | +34.3% |
| Q4 2020 | $12,614,000 | – | 302,227 | – | 5.41% | – |
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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% |