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DT Investment Partners’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

DT Investment Partners’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
2024
Q3 		– Sell
-46
Closed -$1.14K – 645
2024
Q2 		$1.14K Buy
+46
New +$1.14K ﹤0.01% 504

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Wealth Enhancement Advisory Services
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DT Investment Partners's FDV Position: Q3 2024 in Review

DT Investment Partners sold out of Federated Hermes US Strategic Dividend ETF (FDV) in Q3 2024, closing a stake of 46 shares — an estimated $1.14K sold.

DT Investment Partners first reported a position in FDV in Q2 2024 and held it in 1 quarter. The position peaked at $1.14K in Q2 2024. 38 funds tracked by Wall St. Rank hold FDV as of Q3 2024.

  • DT Investment Partners reported no remaining Federated Hermes US Strategic Dividend ETF position as of Q3 2024 after selling out during the quarter.
  • DT Investment Partners sold 46 Federated Hermes US Strategic Dividend ETF shares in Q3 2024, an estimated $1.14K.
  • DT Investment Partners first reported a position in Federated Hermes US Strategic Dividend ETF in Q2 2024 and held it in 1 quarter.
  • DT Investment Partners's Federated Hermes US Strategic Dividend ETF position peaked at $1.14K in Q2 2024.
  • 38 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q3 2024.

Based on DT Investment Partners's 13F filing for Q3 2024, filed 23 Oct 2024.