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

$28.70 +0.05 (+0.17%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$176.80M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$23.48M
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FDV Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Equitable Holdings Inc.98,185$2.70M0.0%+32.6%0.655%
8/15/2025 Great Valley Advisor Group Inc.1,526,881$41.93M0.9%+14.5%10.179%
8/15/2025 Bank of America Corp DE11,759$323K0.0%+29.3%0.078%
8/14/2025 Jane Street Group LLC25,120$690K0.0%N/A0.167%
8/14/2025 Raymond James Financial Inc.2,182,715$59.94M0.0%+283.0%14.551%
8/14/2025 NewEdge Advisors LLC257,106$7.06M0.0%+8.5%1.714%
8/13/2025 Gateway Wealth Partners LLC11,402$313K0.1%+4.7%0.076%
8/12/2025 Steward Partners Investment Advisory LLC216,254$5.94M0.0%+7.0%1.442%
8/12/2025 Global Retirement Partners LLC28,018$769K0.0%N/A0.187%
8/8/2025 Rockefeller Capital Management L.P.136,341$3.74M0.0%-1.8%0.922%
8/8/2025 Cetera Investment Advisers187,410$5.15M0.0%+67.3%1.267%
8/8/2025 Intrua Financial LLC21,150$581K0.1%+113.6%0.143%
8/7/2025 Ascension Capital Advisors Inc.1,127,603$30.96M12.9%+0.7%7.624%
8/5/2025 Claro Advisors LLC19,310$530K0.1%+13.0%0.131%
8/1/2025 Envestnet Asset Management Inc.481,953$13.23M0.0%+15.7%3.259%
7/29/2025 Private Trust Co. NA1,663$46K0.0%-49.8%0.011%
7/25/2025 Priebe Wealth Holdings LLC39,775$1.09M0.9%-5.8%0.269%
7/24/2025 Fourpath Capital Management LLC415,373$11.41M1.8%N/A2.808%
7/23/2025 Kingswood Wealth Advisors LLC9,934$273K0.0%+8.3%0.067%
7/22/2025 Wealthcare Advisory Partners LLC42,108$1.16M0.0%+3.3%0.285%
7/18/2025 Truist Financial Corp329,050$9.04M0.0%+7.7%2.226%
7/17/2025 Janney Montgomery Scott LLC61,617$1.69M0.0%+23.0%0.420%
7/11/2025 Lantz Financial LLC310,417$8.52M2.1%+12.1%2.155%
7/10/2025 Wealth Enhancement Advisory Services LLC111,899$3.16M0.0%-73.6%0.777%
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%
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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%
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%
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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%
(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, 52 institutional investors and hedge funds held shares of Federated Hermes U.S. Strategic Dividend ETF. The most heavily invested institutionals were Raymond James Financial Inc. ($59.94M), Great Valley Advisor Group Inc. ($41.93M), LPL Financial LLC ($39.15M), Ascension Capital Advisors Inc. ($30.96M), Envestnet Asset Management Inc. ($13.23M), Raymond James & Associates ($11.99M), and Fourpath Capital Management LLC ($11.41M).Learn more on Federated Hermes U.S. Strategic Dividend ETF's institutional investors.

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

Of the 49 institutional investors that purchased Federated Hermes U.S. Strategic Dividend ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($2.72M), LPL Financial LLC ($1.18M), Raymond James & Associates ($424.97K), Fourpath Capital Management LLC ($415.37K), Truist Financial Corp ($237.27K), Envestnet Asset Management Inc. ($226.58K), and Lantz Financial LLC ($207.42K).

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

Institutional investors have bought a total of 6,452,013 shares in the last 24 months. This purchase volume represents approximately $176.80M in transactions.

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

Of the 15 institutional investors that sold Federated Hermes U.S. Strategic Dividend ETF's 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), Wealth Enhancement Advisory Services LLC ($334.00K), Janney Montgomery Scott LLC ($64.82K), Private Advisor Group LLC ($53.90K), Smartleaf Asset Management LLC ($15.96K), Strategic Financial Concepts LLC ($11.50K), and Priebe Wealth Holdings LLC ($10.65K).

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

Institutional investors have sold a total of 866,759 shares in the last 24 months. This volume of shares sold represents approximately $23.48M in transactions.



This page (NYSEARCA:FDV) was last updated on 8/26/2025 by MarketBeat.com Staff
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