Avantax Advisory Services’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

Avantax Advisory Services’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
2025 Q2	$1.04M	Sell	37,835 -1,155	-3%	-$31.1K	0.01%	1150
2025 Q1	$1.1M	Buy	+38,990	New	+$1.08M	0.01%	1035

Other funds holding FDV

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

ACA

Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FCM

Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Avantax Advisory Services's FDV Position: Q2 2025 in Review

Avantax Advisory Services reduced its Federated Hermes US Strategic Dividend ETF (FDV) stake by 3% in Q2 2025, selling an estimated $31.1K and leaving 37,835 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #1150.

Avantax Advisory Services first reported a position in FDV in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.1M in Q1 2025. 48 funds tracked by Wall St. Rank hold FDV as of Q2 2025.

Avantax Advisory Services held 37,835 shares of Federated Hermes US Strategic Dividend ETF worth $1.04M as of Q2 2025.
Avantax Advisory Services sold 1,155 Federated Hermes US Strategic Dividend ETF shares in Q2 2025, an estimated $31.1K.
Federated Hermes US Strategic Dividend ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1150 holding.
Avantax Advisory Services first reported a position in Federated Hermes US Strategic Dividend ETF in Q1 2025 and has held it in 2 quarters since.
Avantax Advisory Services's Federated Hermes US Strategic Dividend ETF position peaked at $1.1M in Q1 2025.
48 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.