HARTFORD FDS EXCHANGE TRADED's ticker is HTRB and the CUSIP is 41653L305. A total of 89 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $308,000 | – | 7,445 | – | 0.12% | – |
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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% |