HighTower Advisors
FDV icon

HighTower Advisors’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

HighTower Advisors’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 		$678K Buy
21,604
+3
+0% +$94 ﹤0.01% 2500
2026
Q1 		$665K Sell
21,601
-122
-0.6% -$3.74K ﹤0.01% 2486
2025
Q4 		$622K Buy
21,723
+357
+2% +$10.2K ﹤0.01% 2456
2025
Q3 		$611K Buy
21,366
+644
+3% +$18.3K ﹤0.01% 2452
2025
Q2 		$569K Buy
20,722
+5,430
+36% +$146K ﹤0.01% 2412
2025
Q1 		$431K Buy
15,292
+4,014
+36% +$111K ﹤0.01% 2584
2024
Q4 		$300K Buy
+11,278
New +$313K ﹤0.01% 2884

Other funds holding FDV

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LPL Financial San Diego, California $445B AUM 25.58% 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
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors's FDV Position: Q2 2026 in Review

HighTower Advisors increased its Federated Hermes US Strategic Dividend ETF (FDV) stake by 0.01% in Q2 2026, buying an estimated $94 and bringing the position to 21,604 shares worth $678K. The position accounts for ﹤0.01% of the portfolio, ranked #2500.

HighTower Advisors first reported a position in FDV in Q4 2024 and has held it in 7 quarters since. 45 funds tracked by Wall St. Rank hold FDV as of Q2 2026.

  • HighTower Advisors held 21,604 shares of Federated Hermes US Strategic Dividend ETF worth $678K as of Q2 2026.
  • HighTower Advisors bought 3 Federated Hermes US Strategic Dividend ETF shares in Q2 2026, an estimated $94.
  • Federated Hermes US Strategic Dividend ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2500 holding.
  • HighTower Advisors first reported a position in Federated Hermes US Strategic Dividend ETF in Q4 2024 and has held it in 7 quarters since.
  • 45 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.