Wealth Enhancement Advisory Services
FDV icon

Wealth Enhancement Advisory Services’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.74M Buy
54,443
+2,190
+4% +$72.1K ﹤0.01% 1764
2026
Q2 		$1.67M Sell
52,253
-6,434
-11% -$201K ﹤0.01% 1696
2026
Q1 		$1.81M Sell
58,687
-28,704
-33% -$880K ﹤0.01% 1448
2025
Q4 		$2.53M Sell
87,391
-3,620
-4% -$103K ﹤0.01% 1384
2025
Q3 		$2.61M Sell
91,011
-20,888
-19% -$592K ﹤0.01% 1297
2025
Q2 		$3.16M Sell
111,899
-311,535
-74% -$8.38M 0.01% 1123
2025
Q1 		$11.9M Sell
423,434
-20,181
-5% -$560K 0.02% 530
2024
Q4 		$11.8M Buy
443,615
+934
+0.2% +$25.9K 0.02% 511
2024
Q3 		$12.4M Buy
442,681
+11,635
+3% +$309K 0.03% 460
2024
Q2 		$10.7M Buy
431,046
+55,462
+15% +$1.37M 0.03% 471
2024
Q1 		$9.49M Buy
375,584
+4,378
+1% +$106K 0.02% 491
2023
Q4 		$8.91M Buy
371,206
+358,131
+2,739% +$8.15M 0.03% 465
2023
Q3 		$292K Buy
+13,075
New +$309K ﹤0.01% 1756

Other funds holding FDV

Northwest Financial Advisors
Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return
Lantz Financial
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Fourpath Capital Management
Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
SEP
Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return
Intrua Financial
Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return
Schneider Downs Wealth Management Advisors
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 1-Year Est. Return

Wealth Enhancement Advisory Services's FDV Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Federated Hermes US Strategic Dividend ETF (FDV) stake by 4.2% in Q3 2026, buying an estimated $72.1K and bringing the position to 54,443 shares worth $1.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1764.

Wealth Enhancement Advisory Services first reported a position in FDV in Q3 2023 and has held it in 13 quarters since. The position peaked at $12.4M in Q3 2024. 23 funds tracked by Wall St. Rank hold FDV as of Q3 2026.

  • Wealth Enhancement Advisory Services held 54,443 shares of Federated Hermes US Strategic Dividend ETF worth $1.74M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 2,190 Federated Hermes US Strategic Dividend ETF shares in Q3 2026, an estimated $72.1K.
  • Federated Hermes US Strategic Dividend ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1764 holding.
  • Wealth Enhancement Advisory Services first reported a position in Federated Hermes US Strategic Dividend ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Federated Hermes US Strategic Dividend ETF position peaked at $12.4M in Q3 2024.
  • 23 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.