Marshall Financial Group, LLC - HARTFORD FDS EXCHANGE TRADED ownership

HARTFORD FDS EXCHANGE TRADED's ticker is HTRB and the CUSIP is 41653L305. A total of 97 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Marshall Financial Group, LLC ownership history of HARTFORD FDS EXCHANGE TRADED
ValueSharesWeighting
Q2 2024$15,740,825
-46.4%
470,016
-46.0%
4.40%
-47.9%
Q1 2024$29,366,442
+15.9%
870,375
+16.9%
8.44%
+3.4%
Q4 2023$25,341,887
+5.2%
744,693
-0.8%
8.17%
-5.9%
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$13,127,000314,4998.56%
Other shareholders
HARTFORD FDS EXCHANGE TRADED shareholders Q2 2024
NameSharesValueWeighting ↓
Hartford Funds Management Co LLC 13,664,735$549,568,00060.58%
IRON Financial LLC 521,581$20,977,00011.07%
Marshall Financial Group, LLC 329,384$13,247,0007.92%
Great Point Wealth Advisors, LLC 472,703$19,011,0007.27%
RATIONAL ADVISORS LLC 635,359$25,553,0004.72%
CORBETT ROAD CAPITAL MANAGEMENT, LLC 50,917$2,048,0003.05%
Berger Financial Group, Inc 343,764$13,826,0003.01%
Destiny Wealth Partners, LLC 243,698$9,801,0002.04%
Financial Planning & Information Services, Inc. 162,710$6,544,0002.00%
Strid Group, LLC 185,190$7,462,0001.83%
View complete list of HARTFORD FDS EXCHANGE TRADED shareholders