HARTFORD FDS EXCHANGE TRADED's ticker is HTRB and the CUSIP is 41653L305. A total of 78 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $25,709,004 | -79.0% | 770,495 | -3.4% | 0.91% | -59.2% |
| Q1 2024 | $122,502,015 | +363.9% | 797,590 | +1.6% | 2.22% | +154.8% |
| Q4 2023 | $26,408,609 | +0.7% | 784,771 | -4.0% | 0.87% | -12.5% |
| 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 | 15,354,281 | $565,345,000 | 55.41% |
| IRON Financial LLC | 518,638 | $19,096,000 | 8.80% |
| Landmark Wealth Management, LLC | 400,140 | $207,437,000 | 6.95% |
| Financial Planning & Information Services, Inc. | 710,174 | $26,149,000 | 5.84% |
| Marshall Financial Group, LLC | 245,460 | $9,038,000 | 3.70% |
| Berger Financial Group, Inc | 660,796 | $24,331,000 | 3.09% |
| CORBETT ROAD CAPITAL MANAGEMENT, LLC | 41,553 | $1,530,000 | 1.97% |
| Destiny Wealth Partners, LLC | 274,458 | $10,106,000 | 1.97% |
| Golden State Equity Partners | 86,761 | $3,195,000 | 1.61% |
| Kathleen S. Wright Associates Inc. | 58,372 | $2,149,000 | 1.57% |