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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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Wealthcare Advisory Partners's FDV Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Federated Hermes US Strategic Dividend ETF (FDV) stake by 3.7% in Q2 2026, buying an estimated $82.9K and bringing the position to 74,620 shares worth $2.34M. The position accounts for 0.04% of the portfolio, ranked #320.

Wealthcare Advisory Partners first reported a position in FDV in Q2 2024 and has held it in 9 quarters since. 76 funds tracked by Wall St. Rank hold FDV as of Q2 2026.

  • Wealthcare Advisory Partners held 74,620 shares of Federated Hermes US Strategic Dividend ETF worth $2.34M as of Q2 2026.
  • Wealthcare Advisory Partners bought 2,655 Federated Hermes US Strategic Dividend ETF shares in Q2 2026, an estimated $82.9K.
  • Federated Hermes US Strategic Dividend ETF made up 0.04% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #320 holding.
  • Wealthcare Advisory Partners first reported a position in Federated Hermes US Strategic Dividend ETF in Q2 2024 and has held it in 9 quarters since.
  • 76 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.