Fermata Advisors, LLC - HARTFORD FDS EXCHANGE TRADED ownership

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
Fermata Advisors, LLC ownership history of HARTFORD FDS EXCHANGE TRADED
ValueSharesWeighting
Q3 2023$345,551
-2.6%
10,768
+1.5%
0.10%
-69.8%
Q2 2023$354,680
-8.4%
10,611
-6.8%
0.32%
+37.2%
Q1 2023$387,124
-10.9%
11,386
-13.4%
0.23%
+81.4%
Q4 2022$434,569
+0.4%
13,152
-1.4%
0.13%
-8.5%
Q3 2022$433,000
-4.8%
13,334
+0.2%
0.14%
-11.3%
Q2 2022$455,000
-6.6%
13,310
+0.6%
0.16%
-13.1%
Q1 2022$487,000
-10.5%
13,230
-3.4%
0.18%
-8.0%
Q4 2021$544,000
-31.6%
13,702
-29.8%
0.20%
-43.3%
Q3 2021$795,000
+244.2%
19,512
+246.0%
0.35%
+161.9%
Q2 2021$231,0005,6390.13%
Other shareholders
HARTFORD FDS EXCHANGE TRADED shareholders Q4 2021
NameSharesValueWeighting ↓
Hartford Funds Management Co LLC 13,664,735$549,568,00060.58%
IRON Financial LLC 521,581$20,977,00011.07%
Marshall Financial Group LLC 329,384$13,247,0007.92%
Great Point Wealth Advisors, LLC 472,703$19,011,0007.27%
RATIONAL ADVISORS LLC 635,359$25,553,0004.72%
CORBETT ROAD CAPITAL MANAGEMENT, LLC 50,917$2,048,0003.05%
Berger Financial Group, Inc 343,764$13,826,0003.01%
Destiny Wealth Partners, LLC 243,698$9,801,0002.04%
Financial Planning & Information Services, Inc. 162,710$6,544,0002.00%
Strid Group, LLC 185,190$7,462,0001.83%
View complete list of HARTFORD FDS EXCHANGE TRADED shareholders