Financial Council’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

Financial Council’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	$279K	Buy	+9,067	New	+$278K	0.11%	75

Other funds holding FDV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

ACA

Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

FCM

Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

Financial Council's FDV Position: Q1 2026 in Review

Financial Council opened a new position in Federated Hermes US Strategic Dividend ETF (FDV) in Q1 2026: 9,067 shares worth $279K. The stake represents 0.11% of the portfolio and ranks #75 among its holdings.

68 funds tracked by Wall St. Rank hold FDV as of Q1 2026.

Financial Council held 9,067 shares of Federated Hermes US Strategic Dividend ETF worth $279K as of Q1 2026.
Federated Hermes US Strategic Dividend ETF was a new Financial Council position in Q1 2026.
Federated Hermes US Strategic Dividend ETF made up 0.11% of Financial Council's portfolio in Q1 2026, its #75 holding.
68 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q1 2026.

Based on Financial Council's 13F filing for Q1 2026, filed 21 Apr 2026.