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 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 $324B AUM 22.36% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

FCM

Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

Steward Partners Investment Advisory's FDV Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Federated Hermes US Strategic Dividend ETF (FDV) stake by 5.7% in Q1 2026, buying an estimated $474K and bringing the position to 286,638 shares worth $8.83M. The position accounts for 0.05% of the portfolio, ranked #357.

Steward Partners Investment Advisory first reported a position in FDV in Q2 2023 and has held it in 12 quarters since. 68 funds tracked by Wall St. Rank hold FDV as of Q1 2026.

Steward Partners Investment Advisory held 286,638 shares of Federated Hermes US Strategic Dividend ETF worth $8.83M as of Q1 2026.
Steward Partners Investment Advisory bought 15,452 Federated Hermes US Strategic Dividend ETF shares in Q1 2026, an estimated $474K.
Federated Hermes US Strategic Dividend ETF made up 0.05% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #357 holding.
Steward Partners Investment Advisory first reported a position in Federated Hermes US Strategic Dividend ETF in Q2 2023 and has held it in 12 quarters since.
68 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.