EFS
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Essex Financial Services’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$367K Sell
13,355
-15
-0.1% -$412 0.02% 488
2025
Q1
$376K Buy
13,370
+861
+7% +$24.2K 0.03% 442
2024
Q4
$333K Buy
+12,509
New +$333K 0.02% 465