NECFA
HFSI

New England Capital Financial Advisors’s Hartford Strategic Income ETF HFSI Stock Holding History

New England Capital Financial Advisors’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 		$88.4M Buy
2,544,936
+2,228,972
+705% +$79.1M 24.19% 1
2025
Q4 		$11.2M Buy
+315,964
New +$11.3M 4.38% 8

Other funds holding HFSI

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 $10.1B AUM 14.03% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $415M 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

New England Capital Financial Advisors's HFSI Position: Q1 2026 in Review

New England Capital Financial Advisors increased its Hartford Strategic Income ETF (HFSI) stake by 705% in Q1 2026, buying an estimated $79.1M and bringing the position to 2,544,936 shares worth $88.4M. The position accounts for 24.19% of the portfolio, ranked #1.

New England Capital Financial Advisors first reported a position in HFSI in Q4 2025 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold HFSI as of Q1 2026.

  • New England Capital Financial Advisors held 2,544,936 shares of Hartford Strategic Income ETF worth $88.4M as of Q1 2026.
  • New England Capital Financial Advisors bought 2,228,972 Hartford Strategic Income ETF shares in Q1 2026, an estimated $79.1M.
  • Hartford Strategic Income ETF made up 24.19% of New England Capital Financial Advisors's portfolio in Q1 2026, its #1 holding.
  • New England Capital Financial Advisors first reported a position in Hartford Strategic Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q1 2026.

Based on New England Capital Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.