BFEC
HFSI

Benjamin F. Edwards & Company’s Hartford Strategic Income ETF HFSI Stock Holding History

Benjamin F. Edwards & Company’s Portfolio HFSI Stock Details HFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$28K Buy
+841
New +$28.4K ﹤0.01% 1470

Other funds holding HFSI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Benjamin F. Edwards & Company's HFSI Position: Q2 2024 in Review

Benjamin F. Edwards & Company opened a new position in Hartford Strategic Income ETF (HFSI) in Q2 2024: 841 shares worth $28K. The stake represents ﹤0.01% of the portfolio and ranks #1470 among its holdings.

9 funds tracked by Wall St. Rank hold HFSI as of Q2 2024.

  • Benjamin F. Edwards & Company held 841 shares of Hartford Strategic Income ETF worth $28K as of Q2 2024.
  • Hartford Strategic Income ETF was a new Benjamin F. Edwards & Company position in Q2 2024.
  • Hartford Strategic Income ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1470 holding.
  • 9 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.