IF
FDV icon

Intrua Financial’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

Intrua Financial’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 		$773K Buy
24,620
+710
+3% +$22.2K 0.07% 204
2026
Q1 		$736K Buy
23,910
+1,600
+7% +$49K 0.08% 191
2025
Q4 		$638K Buy
22,310
+300
+1% +$8.58K 0.07% 213
2025
Q3 		$630K Buy
22,010
+860
+4% +$24.4K 0.07% 211
2025
Q2 		$581K Buy
21,150
+11,250
+114% +$303K 0.08% 183
2025
Q1 		$279K Hold
9,900
– – 0.04% 293
2024
Q4 		$263K Buy
+9,900
New +$274K 0.04% 297

Other funds holding FDV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Intrua Financial's FDV Position: Q2 2026 in Review

Intrua Financial increased its Federated Hermes US Strategic Dividend ETF (FDV) stake by 3% in Q2 2026, buying an estimated $22.2K and bringing the position to 24,620 shares worth $773K. The position accounts for 0.07% of the portfolio, ranked #204.

Intrua Financial first reported a position in FDV in Q4 2024 and has held it in 7 quarters since. 76 funds tracked by Wall St. Rank hold FDV as of Q2 2026.

  • Intrua Financial held 24,620 shares of Federated Hermes US Strategic Dividend ETF worth $773K as of Q2 2026.
  • Intrua Financial bought 710 Federated Hermes US Strategic Dividend ETF shares in Q2 2026, an estimated $22.2K.
  • Federated Hermes US Strategic Dividend ETF made up 0.07% of Intrua Financial's portfolio in Q2 2026, its #204 holding.
  • Intrua Financial first reported a position in Federated Hermes US Strategic Dividend ETF in Q4 2024 and has held it in 7 quarters since.
  • 76 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.