Stephens Inc’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

Stephens Inc’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 Q3	$272K	Buy	+8,652	New	+$285K	﹤0.01%	1112

Other funds holding FDV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Ascension Capital Advisors Houston, Texas $349M AUM 7.84% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Stephens Inc's FDV Position: Q3 2026 in Review

Stephens Inc opened a new position in Federated Hermes US Strategic Dividend ETF (FDV) in Q3 2026: 8,652 shares worth $272K. The stake represents ﹤0.01% of the portfolio and ranks #1112 among its holdings.

70 funds tracked by Wall St. Rank hold FDV as of Q3 2026.

Stephens Inc held 8,652 shares of Federated Hermes US Strategic Dividend ETF worth $272K as of Q3 2026.
Federated Hermes US Strategic Dividend ETF was a new Stephens Inc position in Q3 2026.
Federated Hermes US Strategic Dividend ETF made up ﹤0.01% of Stephens Inc's portfolio in Q3 2026, its #1112 holding.
70 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q3 2026.

Based on Stephens Inc's 13F filing for Q3 2026, filed 12 Nov 2026.