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IFS Group’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

IFS Group’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 		$901K Buy
+29,238
New +$896K 0.8% 33
2025
Q3 		$486K Buy
+16,873
New +$478K 0.43% 64

Other funds holding FDV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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

IFS Group's FDV Position: Q1 2026 in Review

IFS Group opened a new position in Federated Hermes US Strategic Dividend ETF (FDV) in Q1 2026: 29,238 shares worth $901K. The stake represents 0.8% of the portfolio and ranks #33 among its holdings. This is a return to the name: IFS Group previously reported a position in FDV as recently as Q3 2025.

IFS Group first reported a position in FDV in Q3 2025 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold FDV as of Q1 2026.

  • IFS Group held 29,238 shares of Federated Hermes US Strategic Dividend ETF worth $901K as of Q1 2026.
  • Federated Hermes US Strategic Dividend ETF was a new IFS Group position in Q1 2026.
  • Federated Hermes US Strategic Dividend ETF made up 0.8% of IFS Group's portfolio in Q1 2026, its #33 holding.
  • IFS Group first reported a position in Federated Hermes US Strategic Dividend ETF in Q3 2025 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q1 2026.

Based on IFS Group's 13F filing for Q1 2026, filed 18 May 2026.