Gateway Wealth Partners’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

Gateway Wealth 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
2026 Q2	$465K	Sell	14,811 -13,785	-48%	-$430K	0.03%	485
2026 Q1	$881K	Buy	28,596 +17,427	+156%	+$534K	0.03%	401
2025 Q4	$320K	Buy	11,169 +35	+0.3%	+$1K	0.04%	353
2025 Q3	$319K	Sell	11,134 -268	-2%	-$7.6K	0.04%	308
2025 Q2	$313K	Buy	11,402 +508	+5%	+$13.7K	0.06%	271
2025 Q1	$307K	Buy	10,894 +1,009	+10%	+$28K	0.07%	248
2024 Q4	$263K	Buy	+9,885	New	+$274K	0.07%	246

Other funds holding FDV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NFA

Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

ACA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

Gateway Wealth Partners's FDV Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Federated Hermes US Strategic Dividend ETF (FDV) stake by 48% in Q2 2026, selling an estimated $430K and leaving 14,811 shares worth $465K. The position accounts for 0.03% of the portfolio, ranked #485.

Gateway Wealth Partners first reported a position in FDV in Q4 2024 and has held it in 7 quarters since. The position peaked at $881K in Q1 2026. 76 funds tracked by Wall St. Rank hold FDV as of Q2 2026.

Gateway Wealth Partners held 14,811 shares of Federated Hermes US Strategic Dividend ETF worth $465K as of Q2 2026.
Gateway Wealth Partners sold 13,785 Federated Hermes US Strategic Dividend ETF shares in Q2 2026, an estimated $430K.
Federated Hermes US Strategic Dividend ETF made up 0.03% of Gateway Wealth Partners's portfolio in Q2 2026, its #485 holding.
Gateway Wealth Partners first reported a position in Federated Hermes US Strategic Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Gateway Wealth Partners's Federated Hermes US Strategic Dividend ETF position peaked at $881K in Q1 2026.
76 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.