HARTFORD FDS EXCHANGE TRADED's ticker is HTRB and the CUSIP is 41653L305. A total of 3 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $231,000 | – | 5,639 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 12,814,735 | $534,887,000 | 76.83% |
| IRON Financial LLC | 604,230 | $25,221,000 | 12.69% |
| Marshall Financial Group LLC | 314,499 | $13,127,000 | 8.56% |
| Great Point Wealth Advisors, LLC | 302,227 | $12,614,000 | 5.41% |
| CORBETT ROAD CAPITAL MANAGEMENT, LLC | 106 | $4,434,000 | 4.04% |
| Legacy Financial Advisors, Inc. | 307,850 | $12,850,000 | 3.63% |
| RATIONAL ADVISORS LLC | 316,039 | $13,191,000 | 3.54% |
| Strid Group, LLC | 185,326 | $7,748,000 | 2.09% |
| Destiny Wealth Partners, LLC | 211,623 | $8,833,000 | 1.84% |
| Golden State Equity Partners | 48,852 | $2,039,000 | 1.40% |