Janney Montgomery Scott
FDV icon

Janney Montgomery Scott’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

Janney Montgomery Scott’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 		$4.72M Buy
150,235
+29,852
+25% +$932K 0.01% 998
2026
Q1 		$3.71M Buy
120,383
+11,246
+10% +$345K 0.01% 993
2025
Q4 		$3.12M Buy
109,137
+29,146
+36% +$833K 0.01% 1128
2025
Q3 		$2.29M Buy
79,991
+18,374
+30% +$521K 0.01% 1252
2025
Q2 		$1.69M Buy
61,617
+11,525
+23% +$310K ﹤0.01% 1293
2025
Q1 		$1.41M Sell
50,092
-1,052
-2% -$29.2K ﹤0.01% 1330
2024
Q4 		$1.36M Sell
51,144
-63,764
-55% -$1.77M ﹤0.01% 1368
2024
Q3 		$3.21M Buy
114,908
+69,675
+154% +$1.85M 0.01% 925
2024
Q2 		$1.12M Sell
45,233
-73
-0.2% -$1.8K ﹤0.01% 1378
2024
Q1 		$1.15M Buy
45,306
+11,740
+35% +$283K ﹤0.01% 1446
2023
Q4 		$806K Buy
33,566
+1,755
+6% +$39.9K ﹤0.01% 1576
2023
Q3 		$711K Buy
+31,811
New +$752K ﹤0.01% 1542

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

Janney Montgomery Scott's FDV Position: Q2 2026 in Review

Janney Montgomery Scott increased its Federated Hermes US Strategic Dividend ETF (FDV) stake by 25% in Q2 2026, buying an estimated $932K and bringing the position to 150,235 shares worth $4.72M. The position accounts for 0.01% of the portfolio, ranked #998.

Janney Montgomery Scott first reported a position in FDV in Q3 2023 and has held it in 12 quarters since. 76 funds tracked by Wall St. Rank hold FDV as of Q2 2026.

  • Janney Montgomery Scott held 150,235 shares of Federated Hermes US Strategic Dividend ETF worth $4.72M as of Q2 2026.
  • Janney Montgomery Scott bought 29,852 Federated Hermes US Strategic Dividend ETF shares in Q2 2026, an estimated $932K.
  • Federated Hermes US Strategic Dividend ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #998 holding.
  • Janney Montgomery Scott first reported a position in Federated Hermes US Strategic Dividend ETF in Q3 2023 and has held it in 12 quarters since.
  • 76 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.