HARTFORD FDS EXCHANGE TRADED's ticker is HTRB and the CUSIP is 41653L305. A total of 67 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $10,491,751 | -8.5% | 323,370 | -3.5% | 0.44% | -5.5% |
| Q2 2022 | $11,462,177 | -13.1% | 335,151 | -6.4% | 0.47% | +4.7% |
| Q1 2022 | $13,190,512 | +2.6% | 358,243 | +10.8% | 0.45% | +3.7% |
| Q4 2021 | $12,850,136 | +7.2% | 323,437 | +9.9% | 0.43% | -3.3% |
| Q3 2021 | $11,984,647 | +6.4% | 294,246 | +7.0% | 0.45% | +3.0% |
| Q2 2021 | $11,262,122 | +9.0% | 274,954 | +7.0% | 0.44% | -3.3% |
| Q1 2021 | $10,334,934 | +1.4% | 256,973 | +5.3% | 0.45% | -13.4% |
| Q4 2020 | $10,190,249 | +12.0% | 244,136 | +11.0% | 0.52% | -0.6% |
| Q3 2020 | $9,096,556 | +4.2% | 219,936 | +5.5% | 0.52% | -8.1% |
| Q2 2020 | $8,730,798 | +13.7% | 208,422 | +7.9% | 0.57% | -10.7% |
| Q1 2020 | $7,676,244 | – | 193,132 | – | 0.64% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 14,476,716 | $495,104,000 | 55.72% |
| IRON Financial LLC | 485,308 | $16,598,000 | 8.69% |
| Landmark Wealth Management, LLC | 173,605 | $5,937,000 | 7.59% |
| Financial Planning & Information Services, Inc. | 583,487 | $19,955,000 | 4.87% |
| WCG Wealth Advisors LLC | 1,710,447 | $59,245,000 | 4.06% |
| Marshall Financial Group LLC | 261,011 | $8,927,000 | 3.57% |
| Great Point Wealth Advisors, LLC | 228,740 | $7,823,000 | 2.77% |
| Lloyd Advisory Services, LLC. | 81,525 | $2,788,000 | 2.17% |
| Destiny Wealth Partners, LLC | 264,377 | $9,042,000 | 1.99% |
| CORBETT ROAD CAPITAL MANAGEMENT, LLC | 32,301 | $1,105,000 | 1.89% |