TRPA — HARTFORD FDS EXCHANGE TRADED

Ownership history in ForthRight Wealth Management, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which ForthRight Wealth Management, LLC reported a position in HARTFORD FDS EXCHANGE TRADED (TRPA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.63% (2025 Q1)
Avg. % of fund
1.51%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 116,251 -24,941 -17.7% 1.30% $4.5M $38.60
2025 Q3 REDUCED 141,192 -6,083 -4.1% 1.60% $5.5M $38.07
2025 Q2 REDUCED 147,275 -55,049 -27.2% 1.79% $5.7M $37.53
2025 Q1 ADDED 202,324 +7,635 +3.9% 2.63% $7.9M $36.98
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    TRPA price (monthly, adj. close)

Other funds also holding TRPA

As of 2025 Q4 — sorted by position size

Fiduciary Planning LLC 3Y 7.4% Convergence Financial, LLC 0.3% Oregon Pacific Wealth Management, LLC 0.26% FLAGSHIP HARBOR ADVISORS, LLC 3Y 7Y 0.13% EVERGREEN CAPITAL MANAGEMENT LLC 3Y 7Y 0.08% Regal Investment Advisors LLC 3Y 7Y 0.06% Kestra Advisory Services, LLC 3Y 0.02% FLOW TRADERS U.S. LLC 3Y 7Y 0.02% OLD MISSION CAPITAL LLC 3Y 7Y 0.01% Stratos Wealth Partners, LTD. 3Y 7Y 0.01%
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