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 | 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% |