DADC
HFSI

D.A. Davidson & Co’s Hartford Strategic Income ETF HFSI Stock Holding History

D.A. Davidson & Co’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
2026
Q1 		– Sell
-7,540
Closed -$268K – 1639
2025
Q4 		$268K Buy
+7,540
New +$269K ﹤0.01% 1355

Other funds holding HFSI

NECFA
New England Capital Financial Advisors Meriden, Connecticut $365M AUM 17.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

D.A. Davidson & Co's HFSI Position: Q1 2026 in Review

D.A. Davidson & Co sold out of Hartford Strategic Income ETF (HFSI) in Q1 2026, closing a stake of 7,540 shares — an estimated $268K sold.

D.A. Davidson & Co first reported a position in HFSI in Q4 2025 and held it in 1 quarter. The position peaked at $268K in Q4 2025. 68 funds tracked by Wall St. Rank hold HFSI as of Q1 2026.

  • D.A. Davidson & Co reported no remaining Hartford Strategic Income ETF position as of Q1 2026 after selling out during the quarter.
  • D.A. Davidson & Co sold 7,540 Hartford Strategic Income ETF shares in Q1 2026, an estimated $268K.
  • D.A. Davidson & Co first reported a position in Hartford Strategic Income ETF in Q4 2025 and held it in 1 quarter.
  • D.A. Davidson & Co's Hartford Strategic Income ETF position peaked at $268K in Q4 2025.
  • 68 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.