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&Partners’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

&Partners’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
Q1 		$1.37M Buy
44,434
+1,315
+3% +$40.3K 0.01% 1119
2025
Q4 		$1.23M Buy
43,119
+7,976
+23% +$228K 0.01% 1115
2025
Q3 		$1.15M Buy
35,143
+14,690
+72% +$417K 0.01% 1021
2025
Q2 		$562K Buy
+20,453
New +$550K ﹤0.01% 1294

Other funds holding FDV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $318M AUM 15.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return

&Partners's FDV Position: Q1 2026 in Review

&Partners increased its Federated Hermes US Strategic Dividend ETF (FDV) stake by 3% in Q1 2026, buying an estimated $40.3K and bringing the position to 44,434 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #1119.

&Partners first reported a position in FDV in Q2 2025 and has held it in 4 quarters since. 68 funds tracked by Wall St. Rank hold FDV as of Q1 2026.

  • &Partners held 44,434 shares of Federated Hermes US Strategic Dividend ETF worth $1.37M as of Q1 2026.
  • &Partners bought 1,315 Federated Hermes US Strategic Dividend ETF shares in Q1 2026, an estimated $40.3K.
  • Federated Hermes US Strategic Dividend ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #1119 holding.
  • &Partners first reported a position in Federated Hermes US Strategic Dividend ETF in Q2 2025 and has held it in 4 quarters since.
  • 68 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.