Cambridge Investment Research Advisors’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

Cambridge Investment Research Advisors’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 Q2	$6.59M	Buy	209,809 +158,590	+310%	+$4.95M	0.01%	869
2026 Q1	$1.58M	Buy	51,219 +177	+0.3%	+$5.42K	﹤0.01%	1795
2025 Q4	$1.46M	Buy	51,042 +8,026	+19%	+$229K	﹤0.01%	1796
2025 Q3	$1.23M	Buy	43,016 +7,785	+22%	+$221K	﹤0.01%	1893
2025 Q2	$967K	Buy	35,231 +18,725	+113%	+$504K	﹤0.01%	1980
2025 Q1	$465K	Buy	+16,506	New	+$458K	﹤0.01%	2517
2023 Q3	–	Sell	-116,432	Closed	-$2.77M	–	3182
2023 Q2	$2.77M	Sell	116,432 -2,073	-2%	-$49.6K	0.01%	977
2023 Q1	$2.89M	Buy	+118,505	New	+$2.98M	0.01%	920

Other funds holding FDV

NFA

Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return

ACA

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

Lantz Financial Naperville, Illinois $546M AUM 23.57% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Cambridge Investment Research Advisors's FDV Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Federated Hermes US Strategic Dividend ETF (FDV) stake by 310% in Q2 2026, buying an estimated $4.95M and bringing the position to 209,809 shares worth $6.59M. The position accounts for 0.01% of the portfolio, ranked #869.

Cambridge Investment Research Advisors first reported a position in FDV in Q1 2023 and has held it in 8 quarters since. 28 funds tracked by Wall St. Rank hold FDV as of Q2 2026.

Cambridge Investment Research Advisors held 209,809 shares of Federated Hermes US Strategic Dividend ETF worth $6.59M as of Q2 2026.
Cambridge Investment Research Advisors bought 158,590 Federated Hermes US Strategic Dividend ETF shares in Q2 2026, an estimated $4.95M.
Federated Hermes US Strategic Dividend ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #869 holding.
Cambridge Investment Research Advisors first reported a position in Federated Hermes US Strategic Dividend ETF in Q1 2023 and has held it in 8 quarters since.
28 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.