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 | $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 | 14,554,199 | $578,238,000 | 54.84% |
| IRON Financial LLC | 554,456 | $22,029,000 | 9.83% |
| Financial Planning & Information Services, Inc. | 646,301 | $25,678,000 | 6.32% |
| Great Point Wealth Advisors, LLC | 484,010 | $19,230,000 | 5.89% |
| Marshall Financial Group LLC | 381,425 | $15,154,000 | 5.58% |
| Landmark Wealth Management, LLC | 196,272 | $8,000 | 4.68% |
| Golden State Equity Partners | 217,438 | $8,639,000 | 4.36% |
| CORBETT ROAD CAPITAL MANAGEMENT, LLC | 38,128 | $1,515,000 | 2.60% |
| Berger Financial Group, Inc | 476,566 | $18,934,000 | 2.51% |
| Destiny Wealth Partners, LLC | 274,299 | $10,898,000 | 2.10% |