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Cullen/Frost Bankers’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

Cullen/Frost Bankers’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
Q1 		– Sell
-570
Closed -$15.2K – 1351
2024
Q4 		$15.2K Buy
+570
New +$15.8K ﹤0.01% 816

Other funds holding FDV

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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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cullen/Frost Bankers's FDV Position: Q1 2025 in Review

Cullen/Frost Bankers sold out of Federated Hermes US Strategic Dividend ETF (FDV) in Q1 2025, closing a stake of 570 shares — an estimated $15.2K sold.

Cullen/Frost Bankers first reported a position in FDV in Q4 2024 and held it in 1 quarter. The position peaked at $15.2K in Q4 2024. 46 funds tracked by Wall St. Rank hold FDV as of Q1 2025.

  • Cullen/Frost Bankers reported no remaining Federated Hermes US Strategic Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • Cullen/Frost Bankers sold 570 Federated Hermes US Strategic Dividend ETF shares in Q1 2025, an estimated $15.2K.
  • Cullen/Frost Bankers first reported a position in Federated Hermes US Strategic Dividend ETF in Q4 2024 and held it in 1 quarter.
  • Cullen/Frost Bankers's Federated Hermes US Strategic Dividend ETF position peaked at $15.2K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q1 2025.

Based on Cullen/Frost Bankers's 13F filing for Q1 2025, filed 2 May 2025.