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Diversified Portfolios Inc’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

Diversified Portfolios Inc’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 		– Sell
-19,778
Closed -$566K – 186
2025
Q4 		$566K Buy
+19,778
New +$565K 0.05% 125

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LF
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Rockefeller Capital Management
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FCM
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Diversified Portfolios Inc's FDV Position: Q1 2026 in Review

Diversified Portfolios Inc sold out of Federated Hermes US Strategic Dividend ETF (FDV) in Q1 2026, closing a stake of 19,778 shares — an estimated $566K sold.

Diversified Portfolios Inc first reported a position in FDV in Q4 2025 and held it in 1 quarter. The position peaked at $566K in Q4 2025. 68 funds tracked by Wall St. Rank hold FDV as of Q1 2026.

  • Diversified Portfolios Inc reported no remaining Federated Hermes US Strategic Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Diversified Portfolios Inc sold 19,778 Federated Hermes US Strategic Dividend ETF shares in Q1 2026, an estimated $566K.
  • Diversified Portfolios Inc first reported a position in Federated Hermes US Strategic Dividend ETF in Q4 2025 and held it in 1 quarter.
  • Diversified Portfolios Inc's Federated Hermes US Strategic Dividend ETF position peaked at $566K in Q4 2025.
  • 68 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.