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

NewEdge 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 		$9.37M Buy
298,526
+24,800
+9% +$774K 0.03% 527
2026
Q1 		$8.43M Sell
273,726
-9,659
-3% -$296K 0.03% 501
2025
Q4 		$8.11M Buy
283,385
+12,641
+5% +$361K 0.03% 505
2025
Q3 		$7.75M Buy
270,744
+13,638
+5% +$387K 0.04% 473
2025
Q2 		$7.06M Buy
257,106
+20,200
+9% +$543K 0.04% 454
2025
Q1 		$6.67M Buy
236,906
+15,547
+7% +$431K 0.04% 424
2024
Q4 		$5.89M Sell
221,359
-10,528
-5% -$292K 0.04% 445
2024
Q3 		$6.47M Buy
231,887
+196,453
+554% +$5.22M 0.04% 386
2024
Q2 		$880K Buy
35,434
+26,425
+293% +$653K 0.01% 1132
2024
Q1 		$228K Hold
9,009
– – ﹤0.01% 1779
2023
Q4 		$215K Hold
9,009
– – ﹤0.01% 1686
2023
Q3 		$201K Sell
9,009
-2,252
-20% -$53.3K ﹤0.01% 1628
2023
Q2 		$268K Sell
11,261
-2,286
-17% -$54.6K ﹤0.01% 1505
2023
Q1 		$331K Buy
+13,547
New +$341K ﹤0.01% 1329

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

NewEdge Advisors's FDV Position: Q2 2026 in Review

NewEdge Advisors increased its Federated Hermes US Strategic Dividend ETF (FDV) stake by 9.1% in Q2 2026, buying an estimated $774K and bringing the position to 298,526 shares worth $9.37M. The position accounts for 0.03% of the portfolio, ranked #527.

NewEdge Advisors first reported a position in FDV in Q1 2023 and has held it in 14 quarters since. 76 funds tracked by Wall St. Rank hold FDV as of Q2 2026.

  • NewEdge Advisors held 298,526 shares of Federated Hermes US Strategic Dividend ETF worth $9.37M as of Q2 2026.
  • NewEdge Advisors bought 24,800 Federated Hermes US Strategic Dividend ETF shares in Q2 2026, an estimated $774K.
  • Federated Hermes US Strategic Dividend ETF made up 0.03% of NewEdge Advisors's portfolio in Q2 2026, its #527 holding.
  • NewEdge Advisors first reported a position in Federated Hermes US Strategic Dividend ETF in Q1 2023 and has held it in 14 quarters since.
  • 76 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.