AF
FDV icon

Advisornet Financial’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

Advisornet Financial’s Portfolio FDV Stock Details FDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-402
Closed -$8.99K – 2453
2023
Q3 		$8.99K Buy
+402
New +$9.51K ﹤0.01% 1266

Other funds holding FDV

ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Advisornet Financial's FDV Position: Q4 2023 in Review

Advisornet Financial sold out of Federated Hermes US Strategic Dividend ETF (FDV) in Q4 2023, closing a stake of 402 shares — an estimated $8.99K sold.

Advisornet Financial first reported a position in FDV in Q3 2023 and held it in 1 quarter. The position peaked at $8.99K in Q3 2023. 28 funds tracked by Wall St. Rank hold FDV as of Q4 2023.

  • Advisornet Financial reported no remaining Federated Hermes US Strategic Dividend ETF position as of Q4 2023 after selling out during the quarter.
  • Advisornet Financial sold 402 Federated Hermes US Strategic Dividend ETF shares in Q4 2023, an estimated $8.99K.
  • Advisornet Financial first reported a position in Federated Hermes US Strategic Dividend ETF in Q3 2023 and held it in 1 quarter.
  • Advisornet Financial's Federated Hermes US Strategic Dividend ETF position peaked at $8.99K in Q3 2023.
  • 28 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q4 2023.

Based on Advisornet Financial's 13F filing for Q4 2023, filed 19 Jan 2024.