Fermata Advisors, LLC - HARTFORD FDS EXCHANGE TRADED ownership

HARTFORD FDS EXCHANGE TRADED's ticker is HTRB and the CUSIP is 41653L305. A total of 72 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.4%.

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 Q3 2022
NameSharesValueWeighting ↓
Hartford Funds Management Co LLC 13,776,730$446,986,00054.58%
IRON Financial LLC 472,628$15,334,0008.42%
Financial Planning & Information Services, Inc. 602,660$19,553,0004.74%
WCG Wealth Advisors LLC 832,227$27,002,0003.57%
Marshall Financial Group LLC 255,218$8,281,0003.50%
Landmark Wealth Management, LLC 130,352$4,229,0003.20%
Brio Consultants, LLC 360,123$11,430,0002.42%
Quantitative Advantage, LLC 392,540$12,736,0002.23%
Great Point Wealth Advisors, LLC 162,860$5,284,0001.97%
Destiny Wealth Partners, LLC 263,689$8,555,0001.92%
View complete list of HARTFORD FDS EXCHANGE TRADED shareholders