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Hartford Funds Exchange-Traded Trust

Hartford Funds Exchange-Traded Trust
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Ticker–Börse–
ISIN–CIK0001501825
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Insider-Transaktionen (12 Monate) ⓘ

Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.

Fondsaktivität (Vorquartalsvergleich) ⓘ

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
RAYMOND JAMES FINANCIAL INC2.624.5622.442.060182.50283.846.896Aufgestockt+7,5%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2.550.3792.255.474294.90583.660.086Aufgestockt+13,1%
LPL Financial LLC2.436.7382.421.67815.06071.642.052Aufgestockt+0,6%
BANK OF AMERICA CORP /DE/2.022.0701.981.26240.80859.798.607Aufgestockt+2,1%
CPC Advisors, LLC2.020.5971.908.668111.92938.391.349Aufgestockt+5,9%
Steward Partners Investment Advisory, LLC819.578776.24243.33631.619.709Aufgestockt+5,6%
JONES FINANCIAL COMPANIES LLLP983.724763.004220.72024.925.451Aufgestockt+28,9%
Fiduciary Planning LLC636.154626.6139.54124.651.080Aufgestockt+1,5%
Legacy Wealth Management, LLC603.467596.3897.07823.378.312Aufgestockt+1,2%
Goldstein Advisors, LLC523.488511.05012.43820.279.925Aufgestockt+2,4%
Apollon Wealth Management, LLC473.390441.97031.42018.339.132Aufgestockt+7,1%
Cetera Investment Advisers610.233574.47135.76217.520.961Aufgestockt+6,2%
Focus Partners Wealth0403.504-403.50414.240.935Reduziert-100,0%
Kestra Advisory Services, LLC389.578368.48221.09613.244.169Aufgestockt+5,7%
ENVESTNET ASSET MANAGEMENT INC467.005334.316132.68912.371.534Aufgestockt+39,7%
Johnson & White Wealth Management, LLC309.212254.88054.33211.978.865Aufgestockt+21,3%
Main Street Financial Solutions, LLC573.5750573.57510.983.965Neu+100,0%
Fragasso Financial Advisors Inc280.640226.62854.01210.916.887Aufgestockt+23,8%
Avantax Planning Partners, Inc.279.200159.807119.39310.816.208Aufgestockt+74,7%
TRUIST FINANCIAL CORP404.682267.835136.84710.756.541Aufgestockt+51,1%
Sepio Capital, LP266.503141.085125.41810.324.313Aufgestockt+88,9%
Wealthspire Advisors, LLC540.6560540.65610.272.458Neu+100,0%
Wealthcare Advisory Partners LLC360.287333.62526.6629.862.960Aufgestockt+8,0%
INTEGRATED WEALTHCARE, LLC251.068253.825-2.7579.726.374Reduziert-1,1%
OSAIC HOLDINGS, INC.332.073324.4337.6409.680.559Aufgestockt+2,4%
YARGER WEALTH STRATEGIES, LLC477.671458.72318.9489.075.753Aufgestockt+4,1%
COMMONWEALTH EQUITY SERVICES, LLC253.344245.4967.8488.813.337Aufgestockt+3,2%
LeClair Wealth Partners LLC223.7640223.7648.668.617Neu+100,0%
Blue Water Asset Management223.764221.5882.1768.668.617Aufgestockt+1,0%
GGM Financial LLC214.262175.15339.1098.300.509Aufgestockt+22,3%
ERn Financial, LLC208.727208.888-1618.086.091Reduziert-0,1%
Per Stirling Capital Management, LLC.187.631154.95032.6817.268.819Aufgestockt+21,1%
HighTower Advisors, LLC193.633199.715-6.0827.146.047Reduziert-3,0%
ROYAL BANK OF CANADA240.483221.56618.9176.952.000Aufgestockt+8,5%
JPMORGAN CHASE & CO168.9150168.9156.606.266Neu+100,0%
Mariner, LLC147.670169.684-22.0145.721.107Reduziert-13,0%
VERUS CAPITAL PARTNERS, LLC142.450123.27819.1725.518.511Aufgestockt+15,6%
AXXCESS WEALTH MANAGEMENT, LLC265.3490265.3495.496.785Neu+100,0%
CWM, LLC140.44214.551125.8915.440.723Aufgestockt+865,2%
RiverFront Investment Group, LLC136.437119.64216.7955.285.569Aufgestockt+14,0%
Bernardo Wealth Planning LLC135.273129.1756.0985.240.458Aufgestockt+4,7%
Anderson Financial Strategies, LLC129.988124.9545.0345.071.105Aufgestockt+4,0%
Uniting Wealth Partners, LLC121.7690121.7694.731.182Neu+100,0%
Capital Asset Advisory Services LLC240.265194.37445.8914.615.968Aufgestockt+23,6%
CONSILIO WEALTH ADVISORS, LLC117.563120.104-2.5414.554.388Reduziert-2,1%
JANE STREET GROUP, LLC121.519210.184-88.6654.171.030Reduziert-42,2%
Strid Group, LLC105.24591.74913.4964.077.190Aufgestockt+14,7%
Retirement Planning Group, LLC101.91777.30524.6123.948.282Aufgestockt+31,8%
Convergence Financial, LLC96.06952.17643.8933.722.748Aufgestockt+84,1%
DAVENPORT & Co LLC103.98577.19426.7913.447.878Aufgestockt+34,7%

Top-Fondshalter (Stand: 31.03.2026) ⓘ

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)
RAYMOND JAMES FINANCIAL INC2.624.5622.442.060+7,5%83.846.8969,59
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2.550.3792.255.474+13,1%83.660.0869,57
LPL Financial LLC2.436.7382.421.678+0,6%71.642.0528,20
BANK OF AMERICA CORP /DE/2.022.0701.981.262+2,1%59.798.6076,84
CPC Advisors, LLC2.020.5971.908.668+5,9%38.391.3494,39
Steward Partners Investment Advisory, LLC819.578776.242+5,6%31.619.7093,62
JONES FINANCIAL COMPANIES LLLP983.724763.004+28,9%24.925.4512,85
Fiduciary Planning LLC636.154626.613+1,5%24.651.0802,82
Legacy Wealth Management, LLC603.467596.389+1,2%23.378.3122,67
Goldstein Advisors, LLC523.488511.050+2,4%20.279.9252,32
Apollon Wealth Management, LLC473.390441.970+7,1%18.339.1322,10
Cetera Investment Advisers610.233574.471+6,2%17.520.9612,00
Focus Partners Wealth0403.504-100,0%14.240.9351,63
Kestra Advisory Services, LLC389.578368.482+5,7%13.244.1691,52
ENVESTNET ASSET MANAGEMENT INC467.005334.316+39,7%12.371.5341,42
Johnson & White Wealth Management, LLC309.212254.880+21,3%11.978.8651,37
Fragasso Financial Advisors Inc280.640226.628+23,8%10.916.8871,25
Avantax Planning Partners, Inc.279.200159.807+74,7%10.816.2081,24
TRUIST FINANCIAL CORP404.682267.835+51,1%10.756.5411,23
Sepio Capital, LP266.503141.085+88,9%10.324.3131,18

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
31.03.2026✓14827,5862
31.12.2025✓14126,7822
30.09.2025✓13727,9820
30.06.2025✓12830,2805
31.03.2025✓12130,9798
31.12.2024✓12334,5946

Top 10 Neueinsteiger

FondsAnteileWert (USD) ⓘ
INTEGRATED WEALTHCARE, LLC253.8259.927.096
Fragasso Financial Advisors Inc226.6288.863.403
Blue Water Asset Management221.5888.666.293
Per Stirling Capital Management, LLC.154.9506.060.077
Aptus Capital Advisors, LLC31.7051.233.642
Farther Finance Advisors, LLC28.3621.109.240
EVOLVE PRIVATE WEALTH, LLC27.0541.061.819
OLD MISSION CAPITAL LLC24.798966.524
RTD Financial Advisors, Inc.24.288949.903
ARKANSAS FINANCIAL GROUP, INC.14.521567.916

Top 10 Aufstocker

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
RAYMOND JAMES FINANCIAL INC2.442.060330.656+15.7 %76.412.410
JONES FINANCIAL COMPANIES LLLP763.004127.782+20.1 %18.642.977
BANK OF AMERICA CORP /DE/1.981.262126.797+6.8 %58.499.547
CPC Advisors, LLC1.908.66886.962+4.8 %36.550.997
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2.255.47480.223+3.7 %74.781.274
Cetera Investment Advisers574.47157.412+11.1 %16.484.943
JPMORGAN CHASE & CO168.91555.992+49.6 %6.606.266
DAVENPORT & Co LLC77.19453.875+231.0 %2.601.763
Legacy Wealth Management, LLC596.38948.905+8.9 %23.324.774
ROYAL BANK OF CANADA221.56648.106+27.7 %6.394.000

Top 10 Verkäufer

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
ENVESTNET ASSET MANAGEMENT INC334.316-550.601-62.2 %7.871.366
TRUIST FINANCIAL CORP267.835-515.458-65.8 %5.598.278
LPL Financial LLC2.421.678-218.928-8.3 %70.388.937
HighTower Advisors, LLC199.715-151.186-43.1 %7.810.853
OSAIC HOLDINGS, INC.324.433-124.676-27.8 %9.370.847
GOLDMAN SACHS GROUP INC157.578-58.843-27.2 %6.131.360
Regal Investment Advisors LLC25.264-53.799-68.0 %983.018
IAG Wealth Partners, LLC120.075-53.049-30.6 %2.299.439
COMMONWEALTH EQUITY SERVICES, LLC245.496-46.941-16.1 %8.485.206
Wealthcare Advisory Partners LLC333.625-35.288-9.6 %9.151.851

Aktivisten & Großaktionäre (13D/13G) ⓘ

DatumInvestorTypAnteilAktienΔZweck
06.05.2026TRUIST FINANCIAL CORPPassiv (13G/A)10,00 %135.538+0,70 pp
28.04.2026BNY MELLON N.A.Passiv (13G/A)13,70 %2.185.547+1,40 pp
28.04.2026Bank of New York Mellon CorpPassiv (13G/A)13,80 %2.186.408+1,50 pp
20.04.2026TRUIST FINANCIAL CORPPassiv (13G)9,30 %125.542Neu
28.10.2025BNY MELLON N.A.Passiv (13G/A)12,30 %2.185.547+1,90 pp
28.10.2025Bank of New York Mellon CorpPassiv (13G/A)12,30 %2.185.549+1,90 pp
07.08.2025Bank of New York Mellon CorpPassiv (13G/A)10,40 %2.185.548+0,90 pp
07.08.2025BNY MELLON N.A.Passiv (13G/A)10,40 %2.185.547+0,90 pp
29.10.2024BNY MELLON N.A.Passiv (13G/A)9,50 %1.975.537Neu
29.10.2024Bank of New York Mellon CorpPassiv (13G/A)9,50 %1.976.013Neu
10.09.2024BNY Mellon, National AssociationPassiv (13G/A)6,06 %1.169.467-5,03 pp
10.09.2024The Bank of New York Mellon CorporationPassiv (13G/A)6,06 %1.169.989-5,03 pp
24.01.2024BNY Mellon, National AssociationPassiv (13G/A)11,09 %1.169.467-2,18 pp
24.01.2024The Bank of New York Mellon CorporationPassiv (13G/A)11,09 %1.169.469-2,18 pp
13.11.2023The Bank of New York Mellon CorporationPassiv (13G/A)13,27 %1.274.110-5,74 pp
13.11.2023BNY Mellon, National AssociationPassiv (13G/A)13,27 %1.273.633-5,74 pp
10.07.2023The Bank of New York Mellon CorporationPassiv (13G/A)19,01 %1.273.634-7,85 pp
10.07.2023BNY Mellon, National AssociationPassiv (13G/A)19,01 %1.273.633-7,85 pp
09.06.2023The Bank of New York Mellon CorporationPassiv (13G/A)26,86 %1.759.655-5,72 pp
09.06.2023BNY Mellon, National AssociationPassiv (13G/A)26,86 %1.759.282-5,72 pp
09.05.2023BNY Mellon, National AssociationPassiv (13G/A)32,58 %1.759.282-8,57 pp
09.05.2023The Bank of New York Mellon CorporationPassiv (13G/A)32,58 %1.759.283-8,57 pp
09.03.2023BNY Mellon, National AssociationPassiv (13G/A)41,15 %1.769.577-6,04 pp
09.03.2023The Bank of New York Mellon CorporationPassiv (13G/A)41,15 %1.769.577-6,04 pp
06.02.2023The Charger Corporation: 36-3772451Passiv (13G/A)2,59 %222.916Neu
27.01.2023The Bank of New York Mellon CorporationPassiv (13G/A)47,19 %1.769.578-4,85 pp
27.01.2023BNY Mellon, National AssociationPassiv (13G/A)47,19 %1.769.577-4,85 pp
12.09.2022BNY Mellon, National AssociationPassiv (13G/A)52,04 %1.821.427-11,40 pp
12.09.2022The Bank of New York Mellon CorporationPassiv (13G/A)52,04 %1.821.427-11,40 pp
09.06.2022Truist Financial Corporation as Parent Holding Company forPassiv (13G/A)4,76 %88.011-2,07 pp
10.05.2022The Bank of New York Mellon CorporationPassiv (13G/A)63,44 %2.727.827+6,61 pp
10.05.2022BNY Mellon, National AssociationPassiv (13G/A)63,44 %2.727.827+6,61 pp
11.04.2022The Bank of New York Mellon CorporationPassiv (13G/A)56,83 %2.727.828-5,32 pp
11.04.2022BNY Mellon, National AssociationPassiv (13G/A)56,83 %2.727.827-5,32 pp
17.03.2022Truist Financial Corporation as Parent Holding Company forPassiv (13G)6,83 %126.387-3,82 pp
01.02.2022BNY Mellon, National AssociationPassiv (13G/A)62,15 %3.045.467+0,03 pp
01.02.2022The Bank of New York Mellon CorporationPassiv (13G/A)62,15 %3.045.467+0,03 pp
10.11.2021BNY Mellon, National AssociationPassiv (13G/A)62,12 %3.230.267-5,89 pp
10.11.2021The Bank of New York Mellon CorporationPassiv (13G/A)62,12 %3.230.267-5,89 pp
15.09.2021Truist Financial Corporation as Parent Holding Company forPassiv (13G)10,65 %3.606.364+4,65 pp

Stammdaten

Unternehmen & Branche

NameHartford Funds Exchange-Traded Trust
Ticker
CIK0001501825

Wertpapier & Kennzahlen

CUSIP–
ISIN–
Typ–

Externe Quelle: SEC EDGAR »

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