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Get Institutions for : 
Hartford Municipal Opportunities Etf (HMOP)  
$38.52 0.17 (0.44%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 71    0
Total shares held : 
 8,446,331  
% of shares held : 
 17.78%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 -132,738  
% of shares held change : 
   -0.28%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $38.90  
Last Quarter's Ending Price : 
 $38.84  
Last Quarter's Average Price : 
 $38.82  
Change from last quarter's     
avg. price to the last closing  : 
0.30 (0.77%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 25,049
 0.3%
 
Increased Positions :
30
 562,264
 6.66%
 
Unchanged Positions :
11
 79,147
 0.94%
 
Decreased Positions :
26
-552,353
-6.54%
 
Closed Positions :
4
-167,698
-1.99%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 250 - 2024-03-31 1,310,661 $50,906,000 -384,639
   BANK OF AMERICA CORP /DE/ 2061 - 2024-03-31 438,023 $17,013,000 -19,691
   Legacy CG LLC 7 - 2024-03-31 283,614 $11,016,000 -53,840
   H D Vest Advisory Services 195 - 2024-03-31 230,957 $8,970,000 -240,575
   LPL FINANCIAL CORP 1469 - 2024-03-31 202,947 $7,882,000 -107,550
   ERn Financial LLC 21 - 2024-03-31 198,725 $7,718,000 -1,898
   JANNEY MONTGOMERY SCOTT LLC 739 - 2024-03-31 137,374 $5,336,000 -3,336
   Financial Planning & Information Services Inc. 31 - 2024-03-31 111,394 $4,327,000 -2,725
   Sepio Capital LLC 62 - 2024-03-31 89,567 $3,479,000 -42,061
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1228 - 2024-03-31 53,560 $2,080,000 -5,751
   Amplius Wealth Advisors LLC 55 - 2024-03-31 43,439 $1,687,000 -119,096
   MARINER WEALTH ADVISORS, LLC 1224 - 2024-03-31 41,348 $1,606,000 -14,304
   CAPTRUST FINANCIAL ADVISORS 950 - 2024-03-31 36,310 $1,410,000 -10,855
   Krasney Financial LLC 148 - 2024-03-31 27,347 $1,062,000 -189
   Thrive Wealth Management LLC 94 - 2024-03-31 15,998 $621,000 -5,678
   Madison Wealth Partners Inc 61 - 2024-03-31 15,416 $599,000 -3,389
   Capital Analysts Inc. 307 - 2024-03-31 13,787 $535,000 -329
   AXXCESS WEALTH MANAGEMENT LLC 554 - 2024-03-31 11,798 $458,000 -2,033
   Capital Asset Advisory Services LLC 192 - 2024-03-31 11,798 $454,000 -2,033
   Stonehearth Capital Management LLC 39 - 2024-03-31 10,659 $414,000 -6,278
   DAVIDSON D A & CO 1250 - 2024-03-31 5,990 $233,000 -6,597
   HARBOUR INVESTMENTS INC. 1130 - 2023-12-31 2,605 $101,000 -1,144
  22 Records found
  1    
  Page 1 of 1
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