HARTFORD FDS EXCHANGE TRADED's ticker is HTRB and the CUSIP is 41653L305. A total of 86 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $620,859 | -13.7% | 18,650 | -12.6% | 0.42% | -13.3% |
| Q1 2024 | $719,775 | +0.7% | 21,333 | +1.6% | 0.48% | -5.0% |
| Q4 2023 | $714,732 | +8.1% | 21,003 | +1.9% | 0.50% | +5.6% |
| Q3 2023 | $661,214 | -0.1% | 20,605 | +4.1% | 0.48% | +2.1% |
| Q2 2023 | $661,580 | +16.1% | 19,790 | +18.1% | 0.47% | +9.9% |
| Q1 2023 | $569,840 | +91.9% | 16,760 | +86.5% | 0.43% | +89.3% |
| Q4 2022 | $296,930 | +29.7% | 8,987 | +27.4% | 0.22% | +24.3% |
| Q3 2022 | $229,000 | -69.3% | 7,053 | -65.2% | 0.18% | -66.0% |
| Q1 2022 | $747,000 | +5.4% | 20,296 | +13.7% | 0.53% | +7.3% |
| Q4 2021 | $709,000 | – | 17,851 | – | 0.50% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 13,826,825 | $456,838,298 | 47.83% |
| IRON Financial LLC | 408,152 | $13,485,333 | 7.74% |
| Marshall Financial Group, LLC | 496,575 | $16,406,831 | 6.37% |
| Financial Planning & Information Services, Inc. | 634,666 | $20,969,370 | 4.44% |
| WCG Wealth Advisors LLC | 922,486 | $30,466,424 | 4.18% |
| Arcadia Wealth Management, LLC | 104,342 | $3,447,448 | 3.03% |
| HOWARD FINANCIAL SERVICES, LTD. | 306,658 | $10,131,989 | 2.66% |
| Great Point Wealth Advisors, LLC | 182,134 | $6,017,723 | 2.02% |
| Quantitative Advantage, LLC | 390,142 | $12,890,292 | 1.99% |
| Brio Consultants, LLC | 283,376 | $9,362,759 | 1.86% |