Gladstone Institutional Advisory’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

Gladstone Institutional Advisory’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	$956K	Buy	31,030 +1,554	+5%	+$47.6K	0.04%	379
2025 Q4	$843K	Buy	29,476 +5,009	+20%	+$143K	0.03%	402
2025 Q3	$700K	Buy	24,467 +3,177	+15%	+$90.1K	0.03%	436
2025 Q2	$585K	Buy	21,290 +5,771	+37%	+$155K	0.02%	454
2025 Q1	$437K	Buy	15,519 +4,868	+46%	+$135K	0.02%	498
2024 Q4	$283K	Buy	+10,651	New	+$295K	0.01%	600
2023 Q2	–	Sell	-8,273	Closed	-$202K	–	658
2023 Q1	$202K	Buy	+8,273	New	+$208K	0.01%	612

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 $318M AUM 15.97% 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 $697M AUM 29.98% 1-Year Est. Return

Gladstone Institutional Advisory's FDV Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Federated Hermes US Strategic Dividend ETF (FDV) stake by 5.3% in Q1 2026, buying an estimated $47.6K and bringing the position to 31,030 shares worth $956K. The position accounts for 0.04% of the portfolio, ranked #379.

Gladstone Institutional Advisory first reported a position in FDV in Q1 2023 and has held it in 7 quarters since. 68 funds tracked by Wall St. Rank hold FDV as of Q1 2026.

Gladstone Institutional Advisory held 31,030 shares of Federated Hermes US Strategic Dividend ETF worth $956K as of Q1 2026.
Gladstone Institutional Advisory bought 1,554 Federated Hermes US Strategic Dividend ETF shares in Q1 2026, an estimated $47.6K.
Federated Hermes US Strategic Dividend ETF made up 0.04% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #379 holding.
Gladstone Institutional Advisory first reported a position in Federated Hermes US Strategic Dividend ETF in Q1 2023 and has held it in 7 quarters since.
68 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.