HARTFORD FDS EXCHANGE TRADED's ticker is HTRB and the CUSIP is 41653L305. A total of 76 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,761,260 | +7.4% | 54,885 | +11.9% | 0.05% | +10.9% |
| Q2 2023 | $1,639,575 | +28.5% | 49,045 | +30.7% | 0.05% | +24.3% |
| Q1 2023 | $1,275,748 | +114.5% | 37,522 | +108.5% | 0.04% | +105.6% |
| Q4 2022 | $594,621 | +46.1% | 17,997 | +43.4% | 0.02% | +28.6% |
| Q3 2022 | $407,000 | +73.2% | 12,553 | +82.4% | 0.01% | +75.0% |
| Q2 2022 | $235,000 | +41.6% | 6,884 | +52.5% | 0.01% | +60.0% |
| Q1 2022 | $166,000 | +277.3% | 4,514 | +304.5% | 0.01% | +400.0% |
| Q4 2021 | $44,000 | +76.0% | 1,116 | +81.8% | 0.00% | 0.0% |
| Q3 2021 | $25,000 | +177.8% | 614 | +172.9% | 0.00% | – |
| Q2 2021 | $9,000 | – | 225 | – | 0.00% | – |
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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% |