HARTFORD FDS EXCHANGE TRADED's ticker is HTRB and the CUSIP is 41653L305. A total of 76 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,045,716 | +3.3% | 375,373 | +7.6% | 1.38% | +4.5% |
| Q2 2023 | $11,661,612 | +7.7% | 348,837 | +9.5% | 1.32% | +1.5% |
| Q1 2023 | $10,827,856 | +8.1% | 318,466 | +5.1% | 1.30% | -1.4% |
| Q4 2022 | $10,015,886 | +5.3% | 303,144 | +3.4% | 1.32% | -5.4% |
| Q3 2022 | $9,509,000 | +3.3% | 293,070 | +8.9% | 1.40% | +3.8% |
| Q2 2022 | $9,204,000 | -62.2% | 269,111 | -59.3% | 1.34% | -56.5% |
| Q1 2022 | $24,331,000 | +28.5% | 660,796 | +38.7% | 3.09% | +23.3% |
| Q4 2021 | $18,934,000 | +13.9% | 476,566 | +16.7% | 2.51% | -16.3% |
| Q3 2021 | $16,627,000 | +5.2% | 408,225 | +5.8% | 3.00% | +4.9% |
| Q2 2021 | $15,806,000 | +14.3% | 385,884 | +12.3% | 2.86% | -5.1% |
| Q1 2021 | $13,826,000 | – | 343,764 | – | 3.01% | – |
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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% |