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

Signature Equity 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 Q2	$1.3M	Buy	41,355 +262	+0.6%	+$8.18K	0.6%	37
2026 Q1	$1.27M	Sell	41,093 -447	-1%	-$13.7K	0.68%	26
2025 Q4	$1.19M	Buy	+41,540	New	+$1.19M	0.66%	28

Other funds holding FDV

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

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 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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

Signature Equity Partners's FDV Position: Q2 2026 in Review

Signature Equity Partners increased its Federated Hermes US Strategic Dividend ETF (FDV) stake by 0.64% in Q2 2026, buying an estimated $8.18K and bringing the position to 41,355 shares worth $1.3M. The position accounts for 0.6% of the portfolio, ranked #37.

Signature Equity Partners first reported a position in FDV in Q4 2025 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold FDV as of Q2 2026.

Signature Equity Partners held 41,355 shares of Federated Hermes US Strategic Dividend ETF worth $1.3M as of Q2 2026.
Signature Equity Partners bought 262 Federated Hermes US Strategic Dividend ETF shares in Q2 2026, an estimated $8.18K.
Federated Hermes US Strategic Dividend ETF made up 0.6% of Signature Equity Partners's portfolio in Q2 2026, its #37 holding.
Signature Equity Partners first reported a position in Federated Hermes US Strategic Dividend ETF in Q4 2025 and has held it in 3 quarters since.
76 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.