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Kingswood Wealth Advisors’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

Kingswood Wealth Advisors’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 		$352K Sell
11,217
-492
-4% -$15.4K 0.01% 720
2026
Q1 		$361K Sell
11,709
-241
-2% -$7.39K 0.02% 652
2025
Q4 		$342K Buy
11,950
+508
+4% +$14.5K 0.02% 636
2025
Q3 		$327K Buy
11,442
+1,508
+15% +$42.8K 0.02% 596
2025
Q2 		$273K Buy
9,934
+758
+8% +$20.4K 0.02% 601
2025
Q1 		$258K Sell
9,176
-1,990
-18% -$55.2K 0.02% 596
2024
Q4 		$297K Sell
11,166
-2,393
-18% -$66.3K 0.02% 612
2024
Q3 		$378K Sell
13,559
-1,491
-10% -$39.7K 0.03% 525
2024
Q2 		$374K Buy
15,050
+5,908
+65% +$146K 0.03% 465
2024
Q1 		$231K Buy
+9,142
New +$221K 0.03% 549
2023
Q4 		– Sell
-24,832
Closed -$555K – 652
2023
Q3 		$555K Buy
+24,832
New +$587K 0.09% 226

Other funds holding FDV

NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Kingswood Wealth Advisors's FDV Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Federated Hermes US Strategic Dividend ETF (FDV) stake by 4.2% in Q2 2026, selling an estimated $15.4K and leaving 11,217 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #720.

Kingswood Wealth Advisors first reported a position in FDV in Q3 2023 and has held it in 11 quarters since. The position peaked at $555K in Q3 2023. 28 funds tracked by Wall St. Rank hold FDV as of Q2 2026.

  • Kingswood Wealth Advisors held 11,217 shares of Federated Hermes US Strategic Dividend ETF worth $352K as of Q2 2026.
  • Kingswood Wealth Advisors sold 492 Federated Hermes US Strategic Dividend ETF shares in Q2 2026, an estimated $15.4K.
  • Federated Hermes US Strategic Dividend ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #720 holding.
  • Kingswood Wealth Advisors first reported a position in Federated Hermes US Strategic Dividend ETF in Q3 2023 and has held it in 11 quarters since.
  • Kingswood Wealth Advisors's Federated Hermes US Strategic Dividend ETF position peaked at $555K in Q3 2023.
  • 28 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.