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 | 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% |