Jeff Yass’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

Jeff Yass’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	$251K	Sell	7,986 -14,071	-64%	-$439K	﹤0.01%	11456
2026 Q1	$679K	Buy	+22,057	New	+$676K	﹤0.01%	8871
2025 Q3	–	Sell	-14,270	Closed	-$392K	–	12811
2025 Q2	$392K	Buy	14,270 +1,304	+10%	+$35.1K	﹤0.01%	9740
2025 Q1	$365K	Buy	12,966 +4,599	+55%	+$128K	﹤0.01%	9623
2024 Q4	$223K	Buy	+8,367	New	+$232K	﹤0.01%	10481
2023 Q2	–	Sell	-24,147	Closed	-$590K	–	12372
2023 Q1	$590K	Buy	+24,147	New	+$607K	﹤0.01%	8175

Other funds holding FDV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Jeff Yass's FDV Position: Q2 2026 in Review

Jeff Yass reduced its Federated Hermes US Strategic Dividend ETF (FDV) stake by 64% in Q2 2026, selling an estimated $439K and leaving 7,986 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #11456.

Jeff Yass first reported a position in FDV in Q1 2023 and has held it in 6 quarters since. The position peaked at $679K in Q1 2026. 76 funds tracked by Wall St. Rank hold FDV as of Q2 2026.

Jeff Yass held 7,986 shares of Federated Hermes US Strategic Dividend ETF worth $251K as of Q2 2026.
Jeff Yass sold 14,071 Federated Hermes US Strategic Dividend ETF shares in Q2 2026, an estimated $439K.
Federated Hermes US Strategic Dividend ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11456 holding.
Jeff Yass first reported a position in Federated Hermes US Strategic Dividend ETF in Q1 2023 and has held it in 6 quarters since.
Jeff Yass's Federated Hermes US Strategic Dividend ETF position peaked at $679K in Q1 2026.
76 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.