HARTFORD FDS EXCHANGE TRADED's ticker is HTRB and the CUSIP is 41653L305. A total of 95 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $353,035 | -5.8% | 10,463 | -5.0% | 0.22% | -8.1% |
| Q4 2023 | $374,968 | +5.0% | 11,018 | -1.0% | 0.23% | -13.0% |
| Q3 2023 | $357,178 | -3.7% | 11,130 | +0.3% | 0.27% | -0.4% |
| Q2 2023 | $370,930 | -6.7% | 11,095 | -5.1% | 0.27% | -13.5% |
| Q1 2023 | $397,558 | +87083.8% | 11,693 | -15.3% | 0.31% | -25.0% |
| Q4 2022 | $456 | -99.9% | 13,813 | -1.2% | 0.42% | +3.5% |
| Q3 2022 | $453,000 | -3.4% | 13,976 | +2.0% | 0.40% | +1.3% |
| Q2 2022 | $469,000 | – | 13,708 | – | 0.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 15,354,281 | $565,345,000 | 55.41% |
| IRON Financial LLC | 518,638 | $19,096,000 | 8.80% |
| Landmark Wealth Management, LLC | 400,140 | $207,437,000 | 6.95% |
| Financial Planning & Information Services, Inc. | 710,174 | $26,149,000 | 5.84% |
| Marshall Financial Group, LLC | 245,460 | $9,038,000 | 3.70% |
| Berger Financial Group, Inc | 660,796 | $24,331,000 | 3.09% |
| CORBETT ROAD CAPITAL MANAGEMENT, LLC | 41,553 | $1,530,000 | 1.97% |
| Destiny Wealth Partners, LLC | 274,458 | $10,106,000 | 1.97% |
| Golden State Equity Partners | 86,761 | $3,195,000 | 1.61% |
| Kathleen S. Wright Associates Inc. | 58,372 | $2,149,000 | 1.57% |