Steward Partners Investment Advisory’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

Steward Partners Investment Advisory’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	$9.18M	Buy	292,535 +5,897	+2%	+$184K	0.05%	368
2026 Q1	$8.83M	Buy	286,638 +15,452	+6%	+$474K	0.05%	357
2025 Q4	$7.76M	Buy	271,186 +25,508	+10%	+$729K	0.04%	364
2025 Q3	$7.03M	Buy	245,678 +29,424	+14%	+$834K	0.04%	382
2025 Q2	$5.94M	Buy	216,254 +14,185	+7%	+$381K	0.05%	379
2025 Q1	$5.69M	Buy	202,069 +19,680	+11%	+$546K	0.05%	358
2024 Q4	$4.85M	Buy	182,389 +5,550	+3%	+$154K	0.04%	379
2024 Q3	$4.94M	Buy	176,839 +10,830	+7%	+$288K	0.05%	363
2024 Q2	$4.12M	Buy	166,009 +9,530	+6%	+$236K	0.04%	376
2024 Q1	$3.96M	Buy	156,479 +35,283	+29%	+$851K	0.04%	390
2023 Q4	$2.91M	Buy	121,196 +67,268	+125%	+$1.53M	0.04%	409
2023 Q3	$1.21M	Buy	53,928 +49,728	+1,184%	+$1.18M	0.02%	615
2023 Q2	$99.9K	Buy	+4,200	New	+$100K	﹤0.01%	1588

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

Steward Partners Investment Advisory's FDV Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Federated Hermes US Strategic Dividend ETF (FDV) stake by 2.1% in Q2 2026, buying an estimated $184K and bringing the position to 292,535 shares worth $9.18M. The position accounts for 0.05% of the portfolio, ranked #368.

Steward Partners Investment Advisory first reported a position in FDV in Q2 2023 and has held it in 13 quarters since. 76 funds tracked by Wall St. Rank hold FDV as of Q2 2026.

Steward Partners Investment Advisory held 292,535 shares of Federated Hermes US Strategic Dividend ETF worth $9.18M as of Q2 2026.
Steward Partners Investment Advisory bought 5,897 Federated Hermes US Strategic Dividend ETF shares in Q2 2026, an estimated $184K.
Federated Hermes US Strategic Dividend ETF made up 0.05% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #368 holding.
Steward Partners Investment Advisory first reported a position in Federated Hermes US Strategic Dividend ETF in Q2 2023 and has held it in 13 quarters since.
76 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.