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

Platform Technology 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
2023
Q4 		$206K Sell
8,657
-22,070
-72% -$502K 0.08% 185
2023
Q3 		$687K Buy
30,727
+2,077
+7% +$49.1K 0.32% 80
2023
Q2 		$686K Buy
+28,650
New +$685K 0.32% 82

Other funds holding FDV

ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Platform Technology Partners's FDV Position: Q4 2023 in Review

Platform Technology Partners reduced its Federated Hermes US Strategic Dividend ETF (FDV) stake by 72% in Q4 2023, selling an estimated $502K and leaving 8,657 shares worth $206K. The position accounts for 0.08% of the portfolio, ranked #185.

Platform Technology Partners first reported a position in FDV in Q2 2023 and has held it in 3 quarters since. The position peaked at $687K in Q3 2023. 28 funds tracked by Wall St. Rank hold FDV as of Q4 2023.

  • Platform Technology Partners held 8,657 shares of Federated Hermes US Strategic Dividend ETF worth $206K as of Q4 2023.
  • Platform Technology Partners sold 22,070 Federated Hermes US Strategic Dividend ETF shares in Q4 2023, an estimated $502K.
  • Federated Hermes US Strategic Dividend ETF made up 0.08% of Platform Technology Partners's portfolio in Q4 2023, its #185 holding.
  • Platform Technology Partners first reported a position in Federated Hermes US Strategic Dividend ETF in Q2 2023 and has held it in 3 quarters since.
  • Platform Technology Partners's Federated Hermes US Strategic Dividend ETF position peaked at $687K in Q3 2023.
  • 28 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q4 2023.

Based on Platform Technology Partners's 13F filing for Q4 2023, filed 13 Feb 2024.