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

Wealthcare Advisory Partners’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	$1.97M	Sell	62,804 -11,816	-16%	-$389K	0.03%	398
2026 Q2	$2.34M	Buy	74,620 +2,655	+4%	+$82.9K	0.04%	320
2026 Q1	$2.22M	Buy	71,965 +28,462	+65%	+$872K	0.04%	348
2025 Q4	$1.24M	Buy	43,503 +390	+0.9%	+$11.1K	0.02%	458
2025 Q3	$1.23M	Buy	43,113 +1,005	+2%	+$28.5K	0.03%	447
2025 Q2	$1.16M	Buy	42,108 +1,327	+3%	+$35.7K	0.03%	446
2025 Q1	$1.15M	Sell	40,781 -730	-2%	-$20.2K	0.03%	417
2024 Q4	$1.1M	Buy	41,511 +227	+0.5%	+$6.29K	0.03%	398
2024 Q3	$1.15M	Buy	41,284 +8,645	+26%	+$230K	0.03%	389
2024 Q2	$811K	Buy	+32,639	New	+$807K	0.03%	440

Other funds holding FDV

Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 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

Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return

Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 1-Year Est. Return

Wealthcare Advisory Partners's FDV Position: Q3 2026 in Review

Wealthcare Advisory Partners reduced its Federated Hermes US Strategic Dividend ETF (FDV) stake by 16% in Q3 2026, selling an estimated $389K and leaving 62,804 shares worth $1.97M. The position accounts for 0.03% of the portfolio, ranked #398.

Wealthcare Advisory Partners first reported a position in FDV in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.34M in Q2 2026. 23 funds tracked by Wall St. Rank hold FDV as of Q3 2026.

Wealthcare Advisory Partners held 62,804 shares of Federated Hermes US Strategic Dividend ETF worth $1.97M as of Q3 2026.
Wealthcare Advisory Partners sold 11,816 Federated Hermes US Strategic Dividend ETF shares in Q3 2026, an estimated $389K.
Federated Hermes US Strategic Dividend ETF made up 0.03% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #398 holding.
Wealthcare Advisory Partners first reported a position in Federated Hermes US Strategic Dividend ETF in Q2 2024 and has held it in 10 quarters since.
Wealthcare Advisory Partners's Federated Hermes US Strategic Dividend ETF position peaked at $2.34M in Q2 2026.
23 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.