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

HARTFORD FDS EXCHANGE TRADED's ticker is HSRT and the CUSIP is 41653L602. A total of 20 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Financial Planning & Information Services, Inc. ownership history of HARTFORD FDS EXCHANGE TRADED
ValueSharesWeighting
Q2 2023$365,722
-97.3%
9,630
-97.3%
0.07%
-97.4%
Q1 2023$13,454,741
-21.5%
352,449
-22.4%
2.61%
-28.2%
Q4 2022$17,143,559
-12.3%
454,134
-12.9%
3.63%
-23.2%
Q3 2022$19,543,000
-8.3%
521,640
-6.9%
4.73%
-8.9%
Q2 2022$21,307,000
-9.7%
560,418
-6.9%
5.20%
-1.4%
Q1 2022$23,605,000
+252.6%
602,132
+264.7%
5.27%
+220.2%
Q4 2021$6,694,000
+60.8%
165,118
+62.4%
1.65%
+45.5%
Q3 2021$4,164,000101,6521.13%
Other shareholders
HARTFORD FDS EXCHANGE TRADED shareholders Q3 2023
NameSharesValueWeighting ↓
McAlister, Sweet & Associates, Inc. 114,027$4,341,5783.69%
Fiduciary Planning LLC 175,897$6,697,2643.16%
EVERGREEN CAPITAL MANAGEMENT LLC 361,883$13,824,0010.61%
ForthRight Wealth Management, LLC 24,005$914,0080.39%
Quad-Cities Investment Group, LLC 9,968$379,5230.26%
Aptus Capital Advisors, LLC 172,647$6,573,5350.18%
Westside Investment Management, Inc. 1,200$45,6900.01%
Private Advisor Group, LLC 30,139$1,147,5570.01%
Atria Wealth Solutions, Inc. 19,189$731,1510.01%
Raymond James Financial Services Advisors, Inc. 124,072$4,724,0520.01%
View complete list of HARTFORD FDS EXCHANGE TRADED shareholders