Raymond James Financial Services Advisors’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

Raymond James Financial Services 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
2024 Q3	$3.81M	Buy	136,343 +18,205	+15%	+$484K	0.01%	1381
2024 Q2	$2.94M	Buy	118,138 +45,024	+62%	+$1.11M	﹤0.01%	1452
2024 Q1	$1.85M	Buy	73,114 +28,138	+63%	+$679K	﹤0.01%	1679
2023 Q4	$1.08M	Buy	44,976 +5,014	+13%	+$114K	﹤0.01%	1936
2023 Q3	$893K	Buy	39,962 +22,300	+126%	+$527K	﹤0.01%	1971
2023 Q2	$420K	Buy	+17,662	New	+$422K	﹤0.01%	2453

Other funds holding FDV

ACA

Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial Services Advisors's FDV Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Federated Hermes US Strategic Dividend ETF (FDV) stake by 15% in Q3 2024, buying an estimated $484K and bringing the position to 136,343 shares worth $3.81M. The position accounts for 0.01% of the portfolio, ranked #1381.

Raymond James Financial Services Advisors first reported a position in FDV in Q2 2023 and has held it in 6 quarters since. 38 funds tracked by Wall St. Rank hold FDV as of Q3 2024.

Raymond James Financial Services Advisors held 136,343 shares of Federated Hermes US Strategic Dividend ETF worth $3.81M as of Q3 2024.
Raymond James Financial Services Advisors bought 18,205 Federated Hermes US Strategic Dividend ETF shares in Q3 2024, an estimated $484K.
Federated Hermes US Strategic Dividend ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1381 holding.
Raymond James Financial Services Advisors first reported a position in Federated Hermes US Strategic Dividend ETF in Q2 2023 and has held it in 6 quarters since.
38 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.