Financial Planning & Information Services, Inc. - HARTFORD FDS EXCHANGE TRADED ownership

HARTFORD FDS EXCHANGE TRADED's ticker is HTRB and the CUSIP is 41653L305. A total of 83 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Financial Planning & Information Services, Inc. ownership history of HARTFORD FDS EXCHANGE TRADED
ValueSharesWeighting
Q3 2023$28,716,802
+13.2%
894,883
+17.9%
5.34%
+14.2%
Q2 2023$25,367,906
+3.8%
758,837
+5.6%
4.68%
-1.2%
Q1 2023$24,437,928
+16.5%
718,763
+13.3%
4.74%
+6.6%
Q4 2022$20,969,370
+7.2%
634,666
+5.3%
4.44%
-6.1%
Q3 2022$19,553,000
-2.0%
602,660
+3.3%
4.74%
-2.7%
Q2 2022$19,955,000
-23.7%
583,487
-17.8%
4.87%
-16.7%
Q1 2022$26,149,000
+1.8%
710,174
+9.9%
5.84%
-7.6%
Q4 2021$25,678,000
+29.0%
646,301
+32.2%
6.32%
+16.7%
Q3 2021$19,907,000
+119.8%
488,750
+121.1%
5.41%
+103.9%
Q2 2021$9,056,000
+38.4%
221,098
+35.9%
2.66%
+32.4%
Q1 2021$6,544,000
+451.3%
162,710
+472.4%
2.00%
+401.2%
Q4 2020$1,187,000
+285.4%
28,428
+281.8%
0.40%
+233.3%
Q3 2020$308,0007,4450.12%
Other shareholders
HARTFORD FDS EXCHANGE TRADED shareholders Q4 2022
NameSharesValueWeighting ↓
Hartford Funds Management Co LLC 15,354,281$565,345,00055.41%
IRON Financial LLC 518,638$19,096,0008.80%
Landmark Wealth Management, LLC 400,140$207,437,0006.95%
Financial Planning & Information Services, Inc. 710,174$26,149,0005.84%
Marshall Financial Group LLC 245,460$9,038,0003.70%
Berger Financial Group, Inc 660,796$24,331,0003.09%
CORBETT ROAD CAPITAL MANAGEMENT, LLC 41,553$1,530,0001.97%
Destiny Wealth Partners, LLC 274,458$10,106,0001.97%
Golden State Equity Partners 86,761$3,195,0001.61%
Kathleen S. Wright Associates Inc. 58,372$2,149,0001.57%
View complete list of HARTFORD FDS EXCHANGE TRADED shareholders