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

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

Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$107.35M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$24.70M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/16/2025NewEdge Advisors LLC236,906$6.67M0.0%+7.0%2.004%
5/16/2025Integrated Wealth Concepts LLC175,512$4.94M0.1%+27.4%1.485%
5/15/2025Royal Bank of Canada156,275$4.40M0.0%+3.6%1.322%
5/14/2025Kestra Advisory Services LLC62,356$1.76M0.0%+391.1%0.528%
5/14/2025Capital Analysts LLC6,553$185K0.0%+29.9%0.055%
5/13/2025Steward Partners Investment Advisory LLC202,069$5.69M0.1%+10.8%1.710%
5/13/2025Raymond James Financial Inc.569,905$16.05M0.0%+6.9%4.822%
5/13/2025HighTower Advisors LLC15,292$431K0.0%+35.6%0.129%
5/7/2025LPL Financial LLC1,390,140$39.15M0.0%+235.7%11.761%
5/6/2025Cetera Investment Advisers111,991$3.15M0.0%+267.7%0.947%
5/6/2025Avantax Advisory Services Inc.38,990$1.10M0.0%N/A0.330%
5/6/2025Ascension Capital Advisors Inc.1,120,236$31.55M14.4%+0.9%9.477%
5/5/2025Private Advisor Group LLC135,414$3.81M0.0%-23.6%1.146%
5/1/2025Gateway Wealth Partners LLC10,894$307K0.1%+10.2%0.092%
4/29/2025Envestnet Asset Management Inc.416,591$11.73M0.0%+48.7%3.524%
4/28/2025Strategic Financial Concepts LLC7,641$215K0.0%-60.1%0.065%
4/28/2025DAVENPORT & Co LLC14,548$410K0.0%-20.5%0.123%
4/25/2025Essex Financial Services Inc.13,370$376K0.0%+6.9%0.119%
4/22/2025Cambridge Investment Research Advisors Inc.16,506$465K0.0%N/A0.146%
4/21/2025Kingswood Wealth Advisors LLC9,176$258K0.0%-17.8%0.081%
4/17/2025Janney 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%
4/15/2025Wealthcare Advisory Partners LLC40,781$1.15M0.0%-1.8%0.362%
4/14/2025Priebe 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%
2/17/2025Cetera Investment Advisers30,457$810K0.0%+51.2%0.781%
2/17/2025Captrust Financial Advisors9,996$266K0.0%-8.1%0.256%
2/14/2025Integrated Wealth Concepts LLC137,815$3.67M0.0%+0.8%3.534%
2/13/2025NewEdge Advisors LLC221,359$5.89M0.0%-4.5%5.676%
2/13/2025Rockefeller Capital Management L.P.141,670$3.77M0.0%+3.5%3.633%
2/13/2025Raymond James Financial Inc.533,072$14.18M0.0%N/A13.669%
2/13/2025Envestnet Asset Management Inc.280,112$7.45M0.0%-54.9%7.182%
2/11/2025LPL Financial LLC414,076$11.01M0.0%+95.5%10.617%
2/10/2025Thrivent Financial for Lutherans62,322$1.76M0.0%N/A1.598%
2/10/2025Commonwealth Equity Services LLC26,249$698K0.0%+48.1%0.673%
2/7/2025HighTower Advisors LLC11,278$300K0.0%N/A0.289%
2/6/2025Raymond James Financial Inc.533,072$14.18M0.0%N/A13.669%
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2/6/2025Steward Partners Investment Advisory LLC182,389$4.85M0.0%+3.1%4.677%
2/5/2025Smartleaf Asset Management LLC33,127$883K0.1%-32.5%0.849%
2/5/2025Private Trust Co. NA3,150$84K0.0%N/A0.081%
2/5/2025Ascension Capital Advisors Inc.1,110,399$29.54M12.9%+3.5%28.472%
2/3/2025Private Advisor Group LLC177,194$4.71M0.0%-6.4%4.543%
1/31/2025Truist Financial Corp260,399$6.93M0.0%+287.5%6.677%
1/31/2025Sanctuary Advisors LLC65,202$1.81M0.0%-4.8%1.672%
1/30/2025Strategic Financial Concepts LLC19,141$509K0.0%N/A0.491%
1/29/2025Gladstone Institutional Advisory LLC10,651$283K0.0%N/A0.273%
1/29/2025Essex Financial Services Inc.12,509$333K0.0%N/A0.321%
1/28/2025Strategic Financial Concepts LLC19,141$509K0.0%N/A0.491%
1/24/2025DAVENPORT & Co LLC18,303$487K0.0%-2.0%0.469%
1/23/2025Gateway Wealth Partners LLC9,885$263K0.1%N/A0.253%
1/22/2025Kingswood Wealth Advisors LLC11,166$297K0.0%-17.6%0.286%
1/21/2025 Lantz Financial LLC243,605$6.48M1.7%+9.3%6.246%
1/17/2025Janney Montgomery Scott LLC51,144$1.36M0.0%-55.5%1.311%
1/16/2025Priebe 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%
11/15/2024Integrated Wealth Concepts LLC136,744$3.82M0.0%+1.2%3.506%
11/15/2024Hilltop Holdings Inc.69,159$1.93M0.1%+464.8%1.773%
11/14/2024Captrust Financial Advisors10,880$304K0.0%-12.1%0.279%
11/14/2024Rockefeller Capital Management L.P.136,825$3.82M0.0%+0.3%3.508%
10/31/2024Ascension Capital Advisors Inc.1,072,643$29.94M14.0%+8.2%27.504%
10/29/2024Janney 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%
10/22/2024Private 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%
10/10/2024Concourse Financial Group Securities Inc.965$27K0.0%N/A0.025%
10/10/2024Priebe Wealth Holdings LLC25,325$707K0.5%+6.7%0.649%
9/5/2024Sanctuary Advisors LLC73,509$1.79M0.0%N/A1.885%
8/21/2024Truist Financial Corp23,255$578K0.0%+6.5%0.596%
8/8/2024Envestnet Asset Management Inc.191,217$4.75M0.0%+1.2%4.903%
8/5/2024Private Advisor Group LLC145,455$3.61M0.0%-7.1%3.730%
8/1/2024Claro Advisors LLC16,562$411K0.1%-22.0%0.425%
7/31/2024Commonwealth Equity Services LLC17,695$440K0.0%+15.7%0.454%
7/19/2024Raymond James & Associates84,559$2.10M0.0%-32.4%2.168%
7/17/2024Priebe 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%
7/9/2024Kingswood Wealth Advisors LLC15,050$374K0.0%+64.6%0.386%
5/1/2024Janney Montgomery Scott LLC45,306$1.15M0.0%+35.0%1.224%
4/30/2024Private 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%
4/15/2024Kingswood Wealth Advisors LLC9,142$231K0.0%N/A0.352%
4/13/2024Priebe Wealth Holdings LLC23,225$587K0.5%+5.4%0.893%
4/10/2024 Lantz Financial LLC128,860$3.26M1.0%+28.3%4.956%
2/13/2024Platform Technology Partners8,657$206K0.1%-71.8%0.333%
A grave, grave error. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
2/12/2024Steward Partners Investment Advisory LLC121,196$2.91M0.0%+124.7%4.661%
2/9/2024Schneider Downs Wealth Management Advisors LP15,242$366K0.1%N/A0.586%
2/8/2024Janney Montgomery Scott LLC33,566$806K0.0%+5.5%1.291%
2/6/2024Private Advisor Group LLC122,679$2.95M0.0%+59.0%4.718%
2/2/2024Truist Financial Corp19,050$457K0.0%N/A0.733%
1/26/2024Priebe Wealth Holdings LLC22,025$529K0.4%N/A0.847%
1/26/2024Ascension Capital Advisors Inc.876,684$21.05M13.6%+1.4%33.719%
1/25/2024International Assets Investment Management LLC45,619$1.10M0.0%N/A1.755%
1/24/2024International Assets Investment Management LLC45,619$1.10M0.0%N/A1.755%
1/23/2024DAVENPORT & Co LLC16,437$395K0.0%+34.8%0.632%
(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), Envestnet Asset Management Inc. ($11.73M), Lantz Financial LLC ($8.52M), and Truist Financial Corp ($6.93M).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 42 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: LPL Financial LLC ($1.20M), Raymond James Financial Inc. ($1.10M), Raymond James & Associates ($474.05K), Truist Financial Corp ($213.67K), Lantz Financial LLC ($207.42K), Private Advisor Group LLC ($200.48K), and Ascension Capital Advisors Inc. ($198.15K).

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

Institutional investors have bought a total of 3,923,291 shares in the last 24 months. This purchase volume represents approximately $107.35M 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), Private Advisor Group LLC ($65.07K), Janney Montgomery Scott LLC ($64.82K), Raymond James & Associates ($40.59K), Smartleaf Asset Management LLC ($15.96K), and Strategic Financial Concepts LLC ($11.50K).

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

Institutional investors have sold a total of 916,648 shares in the last 24 months. This volume of shares sold represents approximately $24.70M in transactions.


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This page (NYSEARCA:FDV) was last updated on 7/16/2025 by MarketBeat.com Staff
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