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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
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

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Raymond James Financial
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
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $318M AUM 15.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return

Gateway Wealth Partners's FDV Position: Q1 2026 in Review

Gateway Wealth Partners increased its Federated Hermes US Strategic Dividend ETF (FDV) stake by 156% in Q1 2026, buying an estimated $534K and bringing the position to 28,596 shares worth $881K. The position accounts for 0.03% of the portfolio, ranked #401.

Gateway Wealth Partners first reported a position in FDV in Q4 2024 and has held it in 6 quarters since. 68 funds tracked by Wall St. Rank hold FDV as of Q1 2026.

  • Gateway Wealth Partners held 28,596 shares of Federated Hermes US Strategic Dividend ETF worth $881K as of Q1 2026.
  • Gateway Wealth Partners bought 17,427 Federated Hermes US Strategic Dividend ETF shares in Q1 2026, an estimated $534K.
  • Federated Hermes US Strategic Dividend ETF made up 0.03% of Gateway Wealth Partners's portfolio in Q1 2026, its #401 holding.
  • Gateway Wealth Partners first reported a position in Federated Hermes US Strategic Dividend ETF in Q4 2024 and has held it in 6 quarters since.
  • 68 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.