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Harbour Investments’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

Harbour Investments’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
2025
Q1 		– Sell
-1,087
Closed -$28.9K – 3593
2024
Q4 		$28.9K Hold
1,087
– – ﹤0.01% 1958
2024
Q3 		$30.3K Sell
1,087
-79
-7% -$2.1K ﹤0.01% 1883
2024
Q2 		$29K Buy
+1,166
New +$28.8K ﹤0.01% 1791

Other funds holding FDV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Harbour Investments's FDV Position: Q1 2025 in Review

Harbour Investments sold out of Federated Hermes US Strategic Dividend ETF (FDV) in Q1 2025, closing a stake of 1,087 shares — an estimated $28.9K sold.

Harbour Investments first reported a position in FDV in Q2 2024 and held it in 3 quarters. The position peaked at $30.3K in Q3 2024. 46 funds tracked by Wall St. Rank hold FDV as of Q1 2025.

  • Harbour Investments reported no remaining Federated Hermes US Strategic Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • Harbour Investments sold 1,087 Federated Hermes US Strategic Dividend ETF shares in Q1 2025, an estimated $28.9K.
  • Harbour Investments first reported a position in Federated Hermes US Strategic Dividend ETF in Q2 2024 and held it in 3 quarters.
  • Harbour Investments's Federated Hermes US Strategic Dividend ETF position peaked at $30.3K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q1 2025.

Based on Harbour Investments's 13F filing for Q1 2025, filed 8 May 2025.