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

Northwest Financial 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 		$76.1M Buy
+2,422,914
New +$75.6M 10.12% 2

Other funds holding FDV

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
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Northwest Financial Advisors's FDV Position: Q2 2026 in Review

Northwest Financial Advisors opened a new position in Federated Hermes US Strategic Dividend ETF (FDV) in Q2 2026: 2,422,914 shares worth $76.1M. The stake represents 10.12% of the portfolio and ranks #2 among its holdings.

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

  • Northwest Financial Advisors held 2,422,914 shares of Federated Hermes US Strategic Dividend ETF worth $76.1M as of Q2 2026.
  • Federated Hermes US Strategic Dividend ETF was a new Northwest Financial Advisors position in Q2 2026.
  • Federated Hermes US Strategic Dividend ETF made up 10.12% of Northwest Financial Advisors's portfolio in Q2 2026, its #2 holding.
  • 28 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q2 2026.

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