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 | $24,089,452 | -4.8% | 750,684 | -0.8% | 8.68% | +0.7% |
| Q2 2023 | $25,295,809 | +6.7% | 756,680 | +8.6% | 8.62% | +1.5% |
| Q1 2023 | $23,696,422 | +44.4% | 696,954 | +40.4% | 8.50% | +33.4% |
| Q4 2022 | $16,406,831 | +98.1% | 496,575 | +94.6% | 6.37% | +82.1% |
| Q3 2022 | $8,281,000 | -7.2% | 255,218 | -2.2% | 3.50% | -1.9% |
| Q2 2022 | $8,927,000 | -1.2% | 261,011 | +6.3% | 3.57% | -3.6% |
| Q1 2022 | $9,038,000 | -40.4% | 245,460 | -35.6% | 3.70% | -33.7% |
| Q4 2021 | $15,154,000 | -6.0% | 381,425 | -3.6% | 5.58% | -33.0% |
| Q3 2021 | $16,115,000 | +6.0% | 395,657 | +6.6% | 8.33% | +1.5% |
| Q2 2021 | $15,200,000 | +14.7% | 371,083 | +12.7% | 8.21% | +3.7% |
| Q1 2021 | $13,247,000 | +0.9% | 329,384 | +4.7% | 7.92% | -7.5% |
| Q4 2020 | $13,127,000 | – | 314,499 | – | 8.56% | – |
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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% |