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

Jefferies Financial 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
Q2 		$13.3M Buy
+425,000
New +$13.3M 0.09% 201

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

Jefferies Financial Group's FDV Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in Federated Hermes US Strategic Dividend ETF (FDV) in Q2 2026: 425,000 shares worth $13.3M. The stake represents 0.09% of the portfolio and ranks #201 among its holdings.

76 funds tracked by Wall St. Rank hold FDV as of Q2 2026.

  • Jefferies Financial Group held 425,000 shares of Federated Hermes US Strategic Dividend ETF worth $13.3M as of Q2 2026.
  • Federated Hermes US Strategic Dividend ETF was a new Jefferies Financial Group position in Q2 2026.
  • Federated Hermes US Strategic Dividend ETF made up 0.09% of Jefferies Financial Group's portfolio in Q2 2026, its #201 holding.
  • 76 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.