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 | $10,301,121 | +4.7% | 321,007 | +9.0% | 0.08% | +8.3% |
| Q2 2023 | $9,842,935 | +9.1% | 294,434 | +11.0% | 0.07% | +1.4% |
| Q1 2023 | $9,018,490 | +5.9% | 265,250 | +2.9% | 0.07% | +1.4% |
| Q4 2022 | $8,518,000 | +12.3% | 257,817 | +10.3% | 0.07% | +6.1% |
| Q3 2022 | $7,584,000 | +2.5% | 233,762 | +8.1% | 0.07% | +8.2% |
| Q2 2022 | $7,396,000 | -12.3% | 216,256 | -5.6% | 0.06% | +5.2% |
| Q1 2022 | $8,438,000 | +10.4% | 229,161 | +19.1% | 0.06% | +16.0% |
| Q4 2021 | $7,642,000 | +8.4% | 192,358 | +11.1% | 0.05% | 0.0% |
| Q3 2021 | $7,051,000 | +6.8% | 173,121 | +7.4% | 0.05% | -2.0% |
| Q2 2021 | $6,602,000 | +17.0% | 161,190 | +14.8% | 0.05% | -3.8% |
| Q1 2021 | $5,645,000 | +19.6% | 140,358 | +24.1% | 0.05% | +15.2% |
| Q4 2020 | $4,719,000 | +12.8% | 113,066 | +11.8% | 0.05% | -2.1% |
| Q3 2020 | $4,182,000 | +15.8% | 101,103 | +17.3% | 0.05% | +6.8% |
| Q2 2020 | $3,611,000 | +10.3% | 86,191 | +4.6% | 0.04% | -6.4% |
| Q1 2020 | $3,275,000 | – | 82,388 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 14,084,926 | $451,985,275 | 48.06% |
| Marshall Financial Group LLC | 750,684 | $24,089,452 | 8.68% |
| IRON Financial LLC | 380,098 | $12,197,357 | 7.08% |
| Financial Planning & Information Services, Inc. | 894,883 | $28,716,802 | 5.34% |
| WMS Partners, LLC | 1,361,444 | $43,688,728 | 3.45% |
| HOWARD FINANCIAL SERVICES, LTD. | 462,477 | $14,840,879 | 3.40% |
| WCG Wealth Advisors LLC | 1,073,401 | $35,068 | 2.57% |
| Great Point Wealth Advisors, LLC | 231,074 | $7,415,167 | 2.22% |
| Fragasso Group Inc. | 645,981 | $20,729,531 | 2.18% |
| Kingdom Financial Group LLC. | 65,890 | $2,114,425 | 1.99% |