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

IFP 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
2023
Q1 		– Sell
-2,600
Closed -$65K – 3736
2022
Q4 		$65K Buy
+2,600
New +$66.3K ﹤0.01% 2045

Other funds holding FDV

ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors's FDV Position: Q1 2023 in Review

IFP Advisors sold out of Federated Hermes US Strategic Dividend ETF (FDV) in Q1 2023, closing a stake of 2,600 shares — an estimated $65K sold.

IFP Advisors first reported a position in FDV in Q4 2022 and held it in 1 quarter. The position peaked at $65K in Q4 2022. 13 funds tracked by Wall St. Rank hold FDV as of Q1 2023.

  • IFP Advisors reported no remaining Federated Hermes US Strategic Dividend ETF position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 2,600 Federated Hermes US Strategic Dividend ETF shares in Q1 2023, an estimated $65K.
  • IFP Advisors first reported a position in Federated Hermes US Strategic Dividend ETF in Q4 2022 and held it in 1 quarter.
  • IFP Advisors's Federated Hermes US Strategic Dividend ETF position peaked at $65K in Q4 2022.
  • 13 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.