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Laurel Wealth Advisors (California)’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$3.33M Buy
+130,715
New +$3.33M 0.33% 72

Other funds holding FDV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Laurel Wealth Advisors (California)'s FDV Position: Q4 2022 in Review

Laurel Wealth Advisors (California) opened a new position in Federated Hermes US Strategic Dividend ETF (FDV) in Q4 2022: 130,715 shares worth $3.33M. The stake represents 0.33% of the portfolio and ranks #72 among its holdings.

8 funds tracked by Wall St. Rank hold FDV as of Q4 2022.

  • Laurel Wealth Advisors (California) held 130,715 shares of Federated Hermes US Strategic Dividend ETF worth $3.33M as of Q4 2022.
  • Federated Hermes US Strategic Dividend ETF was a new Laurel Wealth Advisors (California) position in Q4 2022.
  • Federated Hermes US Strategic Dividend ETF made up 0.33% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #72 holding.
  • 8 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.