Betterment LLC
FDV icon

Betterment LLC’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

Betterment LLC’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
2026
Q1 		$236K Buy
7,666
+255
+3% +$7.82K ﹤0.01% 570
2025
Q4 		$212K Buy
+7,411
New +$212K ﹤0.01% 544

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Bank of America
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LF
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Rockefeller Capital Management
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FCM
Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return

Betterment LLC's FDV Position: Q1 2026 in Review

Betterment LLC increased its Federated Hermes US Strategic Dividend ETF (FDV) stake by 3.4% in Q1 2026, buying an estimated $7.82K and bringing the position to 7,666 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Betterment LLC first reported a position in FDV in Q4 2025 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold FDV as of Q1 2026.

  • Betterment LLC held 7,666 shares of Federated Hermes US Strategic Dividend ETF worth $236K as of Q1 2026.
  • Betterment LLC bought 255 Federated Hermes US Strategic Dividend ETF shares in Q1 2026, an estimated $7.82K.
  • Federated Hermes US Strategic Dividend ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #570 holding.
  • Betterment LLC first reported a position in Federated Hermes US Strategic Dividend ETF in Q4 2025 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.