HARTFORD FDS EXCHANGE TRADED's ticker is HTRB and the CUSIP is 41653L305. A total of 70 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,227,320 | -28.8% | 817,305 | +1.9% | 1.00% | -26.6% |
| Q2 2023 | $36,819,945 | +41.7% | 802,272 | +5.0% | 1.36% | +34.3% |
| Q1 2023 | $25,982,330 | +129261.9% | 764,186 | +25.7% | 1.01% | -10.4% |
| Q4 2022 | $20,085 | -99.9% | 607,904 | +1.5% | 1.13% | -4.2% |
| Q3 2022 | $19,438,000 | -11.6% | 599,009 | -6.9% | 1.18% | +30.2% |
| Q2 2022 | $21,997,000 | -29.2% | 643,186 | -23.6% | 0.91% | +9.0% |
| Q1 2022 | $31,051,000 | -2.6% | 842,023 | +5.1% | 0.83% | +17.5% |
| Q4 2021 | $31,872,000 | -1.9% | 801,533 | +0.7% | 0.71% | -17.9% |
| Q3 2021 | $32,485,000 | +4.8% | 795,637 | +6.0% | 0.86% | +2.6% |
| Q2 2021 | $30,989,000 | +6.5% | 750,462 | +3.6% | 0.84% | +8.4% |
| Q1 2021 | $29,088,000 | – | 724,365 | – | 0.77% | – |
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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% |