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 | $2,437,053 | -3.4% | 75,944 | +0.6% | 1.36% | -15.2% |
| Q2 2023 | $2,523,029 | +1.3% | 75,472 | +3.1% | 1.61% | -1.7% |
| Q1 2023 | $2,490,108 | +3.3% | 73,238 | +0.4% | 1.64% | +0.1% |
| Q4 2022 | $2,411,000 | +13.0% | 72,963 | +10.9% | 1.63% | -5.6% |
| Q3 2022 | $2,134,000 | +8.1% | 65,772 | +13.9% | 1.73% | +4.2% |
| Q2 2022 | $1,975,000 | -8.1% | 57,752 | -1.1% | 1.66% | +6.0% |
| Q1 2022 | $2,149,000 | -3.1% | 58,372 | +4.5% | 1.57% | -3.9% |
| Q4 2021 | $2,218,000 | – | 55,837 | – | 1.63% | – |
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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% |