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 | $1,219,810 | -7.5% | 38,012 | -3.6% | 1.27% | -2.5% |
| Q2 2023 | $1,318,238 | -6.8% | 39,433 | -5.2% | 1.30% | -9.1% |
| Q1 2023 | $1,414,650 | -2.0% | 41,607 | -4.8% | 1.43% | -5.0% |
| Q4 2022 | $1,443,319 | +1.8% | 43,684 | -0.0% | 1.51% | -4.7% |
| Q3 2022 | $1,418,000 | -3.5% | 43,700 | +1.7% | 1.58% | +1.3% |
| Q2 2022 | $1,470,000 | +0.5% | 42,990 | +8.3% | 1.56% | +17.4% |
| Q1 2022 | $1,462,000 | +2.0% | 39,710 | +10.1% | 1.33% | +4.1% |
| Q4 2021 | $1,433,000 | – | 36,070 | – | 1.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 13,776,730 | $446,986,000 | 54.58% |
| IRON Financial LLC | 472,628 | $15,334,000 | 8.42% |
| Financial Planning & Information Services, Inc. | 602,660 | $19,553,000 | 4.74% |
| WCG Wealth Advisors LLC | 832,227 | $27,002,000 | 3.57% |
| Marshall Financial Group LLC | 255,218 | $8,281,000 | 3.50% |
| Landmark Wealth Management, LLC | 130,352 | $4,229,000 | 3.20% |
| Brio Consultants, LLC | 360,123 | $11,430,000 | 2.42% |
| Quantitative Advantage, LLC | 392,540 | $12,736,000 | 2.23% |
| Great Point Wealth Advisors, LLC | 162,860 | $5,284,000 | 1.97% |
| Destiny Wealth Partners, LLC | 263,689 | $8,555,000 | 1.92% |