Free Trial
→ Trump Makes Major Crypto Announcement (From Crypto 101 Media) (Ad) Buy FDV Stock  Free FDV Stock Alerts

Federated Hermes U.S. Strategic Dividend ETF (FDV) Institutional Ownership

$26.87 +0.05 (+0.19%)
As of 05/23/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Federated Hermes U.S. Strategic Dividend ETF (NYSEARCA:FDV)

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$108.72M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$16.14M
Get FDV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Federated Hermes U.S. Strategic Dividend ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FDV Institutional Buying and Selling by Quarter

Federated Hermes U.S. Strategic Dividend ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 NewEdge Advisors LLC236,906$6.67M0.0%+7.0%2.004%
5/16/2025 Integrated Wealth Concepts LLC175,512$4.94M0.1%+27.4%1.485%
5/15/2025 Royal Bank of Canada156,275$4.40M0.0%+3.6%1.322%
5/14/2025 Kestra Advisory Services LLC62,356$1.76M0.0%+391.1%0.528%
5/14/2025 Capital Analysts LLC6,553$185K0.0%+29.9%0.055%
5/13/2025 Steward Partners Investment Advisory LLC202,069$5.69M0.1%+10.8%1.710%
5/13/2025 Raymond James Financial Inc.569,905$16.05M0.0%+6.9%4.822%
5/13/2025 HighTower Advisors LLC15,292$431K0.0%+35.6%0.129%
5/7/2025 LPL Financial LLC1,390,140$39.15M0.0%+235.7%11.761%
5/6/2025 Cetera Investment Advisers111,991$3.15M0.0%+267.7%0.947%
5/6/2025 Avantax Advisory Services Inc.38,990$1.10M0.0%N/A0.330%
5/6/2025 Ascension Capital Advisors Inc.1,120,236$31.55M14.4%+0.9%9.477%
5/5/2025 Private Advisor Group LLC135,414$3.81M0.0%-23.6%1.146%
5/1/2025 Gateway Wealth Partners LLC10,894$307K0.1%+10.2%0.092%
4/29/2025 Envestnet Asset Management Inc.416,591$11.73M0.0%+48.7%3.524%
4/28/2025 Strategic Financial Concepts LLC7,641$215K0.0%-60.1%0.065%
4/28/2025 DAVENPORT & Co LLC14,548$410K0.0%-20.5%0.123%
4/25/2025 Essex Financial Services Inc.13,370$376K0.0%+6.9%0.119%
4/22/2025 Cambridge Investment Research Advisors Inc.16,506$465K0.0%N/A0.146%
4/21/2025 Kingswood Wealth Advisors LLC9,176$258K0.0%-17.8%0.081%
4/17/2025 Janney Montgomery Scott LLC50,092$1.41M0.0%-2.1%0.444%
4/16/2025 Wealth Enhancement Advisory Services LLC423,434$11.92M0.0%-4.5%3.757%
4/15/2025 Wealthcare Advisory Partners LLC40,781$1.15M0.0%-1.8%0.362%
4/14/2025 Priebe Wealth Holdings LLC42,225$1.19M0.7%-16.3%0.375%
4/8/2025 Lantz Financial LLC276,952$7.80M2.1%+13.7%2.457%
3/17/2025 Wealth Enhancement Advisory Services LLC443,615$11.80M0.0%+0.2%4.631%
2/17/2025 Cetera Investment Advisers30,457$810K0.0%+51.2%0.781%
2/17/2025 Captrust Financial Advisors9,996$266K0.0%-8.1%0.256%
2/14/2025 Integrated Wealth Concepts LLC137,815$3.67M0.0%+0.8%3.534%
2/13/2025 NewEdge Advisors LLC221,359$5.89M0.0%-4.5%5.676%
2/13/2025 Rockefeller Capital Management L.P.141,670$3.77M0.0%+3.5%3.633%
2/13/2025 Raymond James Financial Inc.533,072$14.18M0.0%N/A13.669%
2/13/2025 Envestnet Asset Management Inc.280,112$7.45M0.0%-54.9%7.182%
2/11/2025 LPL Financial LLC414,076$11.01M0.0%+95.5%10.617%
2/10/2025 Thrivent Financial for Lutherans62,322$1.76M0.0%N/A1.598%
2/10/2025 Commonwealth Equity Services LLC26,249$698K0.0%+48.1%0.673%
2/7/2025 HighTower Advisors LLC11,278$300K0.0%N/A0.289%
2/6/2025 Raymond James Financial Inc.533,072$14.18M0.0%N/A13.669%
2/6/2025 Steward Partners Investment Advisory LLC182,389$4.85M0.0%+3.1%4.677%
2/5/2025 Smartleaf Asset Management LLC33,127$883K0.1%-32.5%0.849%
Musk’s AI Masterplan – Our #1 AI Stock to Buy Now (Ad)

Missed Nvidia? This Under-the-Radar AI Stock Could Be Next Musk's AI empire is just beginning — and one overlooked company could be at the center of it all. We reveal everything in this exclusive Memorial Day webinar.

Reserve your spot before it's gone >>>
2/5/2025 Private Trust Co. NA3,150$84K0.0%N/A0.081%
2/5/2025 Ascension Capital Advisors Inc.1,110,399$29.54M12.9%+3.5%28.472%
2/3/2025 Private Advisor Group LLC177,194$4.71M0.0%-6.4%4.543%
1/31/2025 Truist Financial Corp260,399$6.93M0.0%+287.5%6.677%
1/31/2025Sanctuary Advisors LLC65,202$1.81M0.0%-4.8%1.672%
1/30/2025 Strategic Financial Concepts LLC19,141$509K0.0%N/A0.491%
1/29/2025 Gladstone Institutional Advisory LLC10,651$283K0.0%N/A0.273%
1/29/2025 Essex Financial Services Inc.12,509$333K0.0%N/A0.321%
1/28/2025 Strategic Financial Concepts LLC19,141$509K0.0%N/A0.491%
1/24/2025 DAVENPORT & Co LLC18,303$487K0.0%-2.0%0.469%
1/23/2025 Gateway Wealth Partners LLC9,885$263K0.1%N/A0.253%
1/22/2025 Kingswood Wealth Advisors LLC11,166$297K0.0%-17.6%0.286%
1/21/2025 Lantz Financial LLC243,605$6.48M1.7%+9.3%6.246%
1/17/2025 Janney Montgomery Scott LLC51,144$1.36M0.0%-55.5%1.311%
1/16/2025 Priebe Wealth Holdings LLC50,425$1.34M0.9%+99.1%1.293%
1/10/2025 Wealth Enhancement Advisory Services LLC440,398$12.29M0.0%-0.5%11.292%
11/25/2024Sanctuary Advisors LLC68,509$1.94M0.0%-6.8%1.757%
11/15/2024 Integrated Wealth Concepts LLC136,744$3.82M0.0%+1.2%3.506%
11/15/2024 Hilltop Holdings Inc.69,159$1.93M0.1%+464.8%1.773%
11/14/2024 Captrust Financial Advisors10,880$304K0.0%-12.1%0.279%
11/14/2024 Rockefeller Capital Management L.P.136,825$3.82M0.0%+0.3%3.508%
10/31/2024 Ascension Capital Advisors Inc.1,072,643$29.94M14.0%+8.2%27.504%
10/29/2024 Janney Montgomery Scott LLC114,908$3.21M0.0%+154.0%2.946%
10/24/2024 Wealth Enhancement Advisory Services LLC442,681$12.36M0.0%+2.7%11.351%
10/22/2024 Private Advisor Group LLC189,315$5.28M0.0%+30.2%4.854%
10/18/2024Raymond James & Associates429,644$11.99M0.0%+408.1%11.017%
10/15/2024 NBC Securities Inc.7,020$195K0.0%N/A0.180%
10/10/2024 Concourse Financial Group Securities Inc.965$27K0.0%N/A0.025%
10/10/2024 Priebe Wealth Holdings LLC25,325$707K0.5%+6.7%0.649%
9/5/2024Sanctuary Advisors LLC73,509$1.79M0.0%N/A1.885%
8/21/2024 Truist Financial Corp23,255$578K0.0%+6.5%0.596%
8/8/2024 Envestnet Asset Management Inc.191,217$4.75M0.0%+1.2%4.903%
8/5/2024 Private Advisor Group LLC145,455$3.61M0.0%-7.1%3.730%
8/1/2024 Claro Advisors LLC16,562$411K0.1%-22.0%0.425%
7/31/2024 Commonwealth Equity Services LLC17,695$440K0.0%+15.7%0.454%
7/19/2024Raymond James & Associates84,559$2.10M0.0%-32.4%2.168%
7/17/2024 Priebe Wealth Holdings LLC23,725$589K0.5%+2.2%0.608%
7/16/2024 Wealth Enhancement Advisory Services LLC431,046$10.71M0.0%+14.8%11.052%
7/10/2024 Lantz Financial LLC159,760$3.97M1.2%+24.0%4.096%
7/9/2024 Kingswood Wealth Advisors LLC15,050$374K0.0%+64.6%0.386%
5/1/2024 Janney Montgomery Scott LLC45,306$1.15M0.0%+35.0%1.224%
4/30/2024 Private Advisor Group LLC156,621$3.96M0.0%+27.7%4.233%
4/23/2024Raymond James Financial Services Advisors Inc.73,114$1.85M0.0%+62.6%1.976%
4/16/2024 Wealth Enhancement Advisory Services LLC375,584$9.50M0.0%+1.2%14.446%
4/15/2024 Kingswood Wealth Advisors LLC9,142$231K0.0%N/A0.352%
4/13/2024 Priebe Wealth Holdings LLC23,225$587K0.5%+5.4%0.893%
4/10/2024 Lantz Financial LLC128,860$3.26M1.0%+28.3%4.956%
2/13/2024 Platform Technology Partners8,657$206K0.1%-71.8%0.333%
2/12/2024 Steward Partners Investment Advisory LLC121,196$2.91M0.0%+124.7%4.661%
2/9/2024 Schneider Downs Wealth Management Advisors LP15,242$366K0.1%N/A0.586%
Musk’s AI Masterplan – Our #1 AI Stock to Buy Now (Ad)

Missed Nvidia? This Under-the-Radar AI Stock Could Be Next Musk's AI empire is just beginning — and one overlooked company could be at the center of it all. We reveal everything in this exclusive Memorial Day webinar.

Reserve your spot before it's gone >>>
2/8/2024 Janney Montgomery Scott LLC33,566$806K0.0%+5.5%1.291%
2/6/2024 Private Advisor Group LLC122,679$2.95M0.0%+59.0%4.718%
2/2/2024 Truist Financial Corp19,050$457K0.0%N/A0.733%
1/26/2024 Priebe Wealth Holdings LLC22,025$529K0.4%N/A0.847%
1/26/2024 Ascension Capital Advisors Inc.876,684$21.05M13.6%+1.4%33.719%
1/25/2024 International Assets Investment Management LLC45,619$1.10M0.0%N/A1.755%
1/24/2024 International Assets Investment Management LLC45,619$1.10M0.0%N/A1.755%
1/23/2024 DAVENPORT & Co LLC16,437$395K0.0%+34.8%0.632%
1/22/2024 Claro Advisors LLC21,219$509K0.1%-11.7%0.816%
1/16/2024Raymond James Financial Services Advisors Inc.44,976$1.08M0.0%+12.5%1.730%
(Data available from 1/1/2016 forward)

FDV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FDV shares?

During the previous two years, 46 institutional investors and hedge funds held shares of Federated Hermes U.S. Strategic Dividend ETF. The most heavily invested institutionals were LPL Financial LLC ($39.15M), Ascension Capital Advisors Inc. ($31.55M), Raymond James Financial Inc. ($16.05M), Raymond James & Associates ($11.99M), Wealth Enhancement Advisory Services LLC ($11.92M), Envestnet Asset Management Inc. ($11.73M), and Lantz Financial LLC ($7.80M).Learn more on FDV's institutional investors.

Which institutional investors have been buying Federated Hermes U.S. Strategic Dividend ETF stock?

Of the 42 institutional investors that purchased Federated Hermes U.S. Strategic Dividend ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($1.20M), Raymond James Financial Inc. ($1.10M), Raymond James & Associates ($474.05K), Truist Financial Corp ($213.67K), Private Advisor Group LLC ($200.48K), Ascension Capital Advisors Inc. ($198.15K), and Envestnet Asset Management Inc. ($196.60K).

How much institutional buying is happening at Federated Hermes U.S. Strategic Dividend ETF?

Institutional investors have bought a total of 4,962,825 shares in the last 24 months. This purchase volume represents approximately $131.85M in transactions.

Which Federated Hermes U.S. Strategic Dividend ETF major shareholders have been selling company stock?

Of the 20 institutional investors that sold Federated Hermes U.S. Strategic Dividend ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($341.39K), Federated Hermes Inc. ($210K), Private Advisor Group LLC ($65.07K), Janney Montgomery Scott LLC ($64.82K), Raymond James & Associates ($40.59K), Wealth Enhancement Advisory Services LLC ($22.46K), and Platform Technology Partners ($22.07K).

How much institutional selling is happening at Federated Hermes U.S. Strategic Dividend ETF?

Institutional investors have sold a total of 850,660 shares in the last 24 months. This volume of shares sold represents approximately $21.68M in transactions.


Related Companies

This page (NYSEARCA:FDV) was last updated on 5/24/2025 by MarketBeat.com Staff
From Our Partners
Buffett’s $325 Billion Cash Problem — Solved by Gold?
A bombshell announcement is just weeks away — and it could send shockwaves through the gold market. Most inves...
Golden Portfolio | Sponsored
Banks aren’t ready for this altcoin—are you?
While everyone's distracted by Bitcoin's moves, a stealth revolution is underway. One altcoin is quietly po...
Crypto 101 Media | Sponsored
$19 for a FULL YEAR of stock picks?!
Invest in Musk's AI Play With Just $100 You don't need deep pockets to ride the next wave of AI wealth. ...
Behind the Markets | Sponsored
The “black glass” breakthrough behind AI’s next leap
AI is advancing fast… But there’s one problem almost no one’s talking about. Power.
True Market Insiders | Sponsored
We’ve Entered the Most Bullish Phase of the Cycle
It happens like clockwork. Every four years, the crypto market enters a new phase — and for those who know how...
Crypto Swap Profits | Sponsored
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsored
Watch This Robotics Demo Before July 23rd
Jeff Brown, the tech legend who picked shares of Nvidia in 2016 before they jumped by more than 22,000%... ...
Brownstone Research | Sponsored
Big Oil’s big pivot
The Real Reason 218,000 Acres Just Vanished The government just quietly leased 218,000 acres in the middle ...
Stansberry Research | Sponsored