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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$605K Buy
19,644
+4,539
+30% +$139K 0.04% 362
2025
Q4
$432K Buy
+15,105
New +$432K 0.03% 418

Other funds holding FDV

Capital Investment Advisory Services's FDV Position: Q1 2026 in Review

Capital Investment Advisory Services increased its Federated Hermes US Strategic Dividend ETF (FDV) stake by 30% in Q1 2026, buying an estimated $139K and bringing the position to 19,644 shares worth $605K. The position accounts for 0.04% of the portfolio, ranked #362.

Capital Investment Advisory Services 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.

  • Capital Investment Advisory Services held 19,644 shares of Federated Hermes US Strategic Dividend ETF worth $605K as of Q1 2026.
  • Capital Investment Advisory Services bought 4,539 Federated Hermes US Strategic Dividend ETF shares in Q1 2026, an estimated $139K.
  • Federated Hermes US Strategic Dividend ETF made up 0.04% of Capital Investment Advisory Services's portfolio in Q1 2026, its #362 holding.
  • Capital Investment Advisory Services 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 Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.