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Smartleaf Asset Management’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

Smartleaf Asset Management’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
2025
Q1 		– Sell
-33,127
Closed -$883K – 2912
2024
Q4 		$883K Sell
33,127
-15,963
-33% -$442K 0.09% 239
2024
Q3 		$1.37M Buy
+49,090
New +$1.31M 0.17% 142

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Wealth Enhancement Advisory Services
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Smartleaf Asset Management's FDV Position: Q1 2025 in Review

Smartleaf Asset Management sold out of Federated Hermes US Strategic Dividend ETF (FDV) in Q1 2025, closing a stake of 33,127 shares — an estimated $883K sold.

Smartleaf Asset Management first reported a position in FDV in Q3 2024 and held it in 2 quarters. The position peaked at $1.37M in Q3 2024. 46 funds tracked by Wall St. Rank hold FDV as of Q1 2025.

  • Smartleaf Asset Management reported no remaining Federated Hermes US Strategic Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • Smartleaf Asset Management sold 33,127 Federated Hermes US Strategic Dividend ETF shares in Q1 2025, an estimated $883K.
  • Smartleaf Asset Management first reported a position in Federated Hermes US Strategic Dividend ETF in Q3 2024 and held it in 2 quarters.
  • Smartleaf Asset Management's Federated Hermes US Strategic Dividend ETF position peaked at $1.37M in Q3 2024.
  • 46 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q1 2025.

Based on Smartleaf Asset Management's 13F filing for Q1 2025, filed 14 May 2025.