FPF
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First Pacific Financial’s Hartford Total Return Bond ETF HTRB Stock Holding History

First Pacific Financial’s Portfolio HTRB Stock Details HTRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-14
Closed -$477 – 432
2023
Q4 		$477 Buy
+14
New +$456 ﹤0.01% 369

Other funds holding HTRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Pacific Financial's HTRB Position: Q1 2024 in Review

First Pacific Financial sold out of Hartford Total Return Bond ETF (HTRB) in Q1 2024, closing a stake of 14 shares — an estimated $477 sold.

First Pacific Financial first reported a position in HTRB in Q4 2023 and held it in 1 quarter. The position peaked at $477 in Q4 2023. 89 funds tracked by Wall St. Rank hold HTRB as of Q1 2024.

  • First Pacific Financial reported no remaining Hartford Total Return Bond ETF position as of Q1 2024 after selling out during the quarter.
  • First Pacific Financial sold 14 Hartford Total Return Bond ETF shares in Q1 2024, an estimated $477.
  • First Pacific Financial first reported a position in Hartford Total Return Bond ETF in Q4 2023 and held it in 1 quarter.
  • First Pacific Financial's Hartford Total Return Bond ETF position peaked at $477 in Q4 2023.
  • 89 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q1 2024.

Based on First Pacific Financial's 13F filing for Q1 2024, filed 24 Apr 2024.