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 2023 | $17,458,278 | +2.2% | 544,041 | +6.5% | 0.03% | +3.6% |
| Q2 2023 | $17,085,240 | -4.0% | 511,075 | -2.3% | 0.03% | -9.7% |
| Q1 2023 | $17,791,447 | -2.9% | 523,278 | -5.7% | 0.03% | -3.1% |
| Q4 2022 | $18,325,303 | -18.5% | 554,640 | -19.9% | 0.03% | -25.6% |
| Q3 2022 | $22,476,000 | -11.5% | 692,726 | -6.7% | 0.04% | -8.5% |
| Q2 2022 | $25,398,000 | -4.5% | 742,643 | +2.8% | 0.05% | +11.9% |
| Q1 2022 | $26,594,000 | – | 722,278 | – | 0.04% | – |
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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% |