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 | $5,190,526 | +763.8% | 161,749 | +799.9% | 1.45% | +756.2% |
| Q2 2023 | $600,904 | -75.4% | 17,974 | -75.0% | 0.17% | -87.2% |
| Q1 2023 | $2,443,886 | -23.5% | 71,879 | -17.2% | 1.32% | -17.8% |
| Q1 2022 | $3,195,000 | -63.0% | 86,761 | -60.1% | 1.61% | -63.2% |
| Q4 2021 | $8,639,000 | +40.3% | 217,438 | +43.8% | 4.36% | +73.9% |
| Q3 2021 | $6,159,000 | -0.5% | 151,207 | +0.1% | 2.51% | +5.1% |
| Q2 2021 | $6,190,000 | +96.5% | 151,125 | +92.9% | 2.39% | +32.8% |
| Q1 2021 | $3,150,000 | +54.5% | 78,325 | +60.3% | 1.80% | +28.2% |
| Q4 2020 | $2,039,000 | – | 48,852 | – | 1.40% | – |
Download | ||||||
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% |