Free Trial

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

→ This AI Trade Machine Made 1,729%* (With 89% Wins) (From Prosper Trading Academy) (Ad)
Free FDV Stock Alerts
$24.36
-0.04 (-0.16%)
(As of 04/26/2024 ET)
Compare
Stock AnalysisChartDividendHoldingsOwnershipRatings

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

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$44.71M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$5.53M
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
4/23/2024 Raymond 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%
2/13/2024Platform Technology Partners8,657$206K0.1%-71.8%0.333%
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%
1/26/2024 Priebe Wealth Holdings LLC22,025$529K0.4%N/A0.847%
1/26/2024Ascension Capital Advisors Inc.876,684$21.05M13.6%+1.4%33.719%
1/25/2024 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%
1/23/2024DAVENPORT & Co LLC16,437$395K0.0%+34.8%0.632%
1/22/2024 Claro Advisors LLC21,219$509K0.1%-11.7%0.816%
1/16/2024 Raymond James Financial Services Advisors Inc.44,976$1.08M0.0%+12.5%1.730%
1/16/2024 Raymond James & Associates128,965$3.10M0.0%+12.4%4.960%
1/12/2024 Lantz Financial LLC100,454$2.41M0.9%+25.3%3.864%
11/15/2023Integrated Wealth Concepts LLC122,003$2.73M0.0%-6.0%4.692%
11/13/2023Cary Street Partners Investment Advisory LLC2,700$60K0.0%+22.7%0.104%
11/13/2023Federated Hermes Inc.45,000$1.01M0.0%-82.4%1.731%
11/13/2023Envestnet Asset Management Inc.182,610$4.08M0.0%+14.0%7.023%
11/8/2023Platform Technology Partners30,727$687K0.3%+7.2%1.182%
11/8/2023Janney Montgomery Scott LLC31,811$711K0.0%N/A1.224%
11/7/2023Ascension Capital Advisors Inc.864,735$19.33M11.1%+7.1%33.259%
11/3/2023Private Advisor Group LLC77,140$1.72M0.0%+110.8%2.967%
10/24/2023 Raymond James Financial Services Advisors Inc.39,962$893K0.0%+126.3%1.537%
10/24/2023 Raymond James & Associates114,763$2.57M0.0%+133.8%4.414%
10/24/2023 Kingswood Wealth Advisors LLC24,832$555K0.1%N/A0.955%
10/20/2023 Lantz Financial LLC80,192$1.79M0.7%+100.8%3.084%
10/17/2023DAVENPORT & Co LLC12,192$272K0.0%+21.8%0.469%
8/10/2023WFA of San Diego LLC1,500$36K0.0%N/A0.058%
8/10/2023Cary Street Partners Investment Advisory LLC2,200$52K0.0%N/A0.085%
8/10/2023Private Advisor Group LLC36,599$871K0.0%N/A1.408%
8/8/2023 Claro Advisors LLC13,749$327K0.1%N/A0.573%
8/8/2023Ascension Capital Advisors Inc.807,486$19.21M12.3%-0.1%33.645%
8/4/2023Envestnet Asset Management Inc.160,160$3.81M0.0%+28.4%6.673%
7/31/2023LPL Financial LLC23,122$550K0.0%N/A0.963%
These AI trades triggered this morning (545% return) (Ad)

If you think a market crash is possible in 2024, I don't know why you're not using this yet.

Click Here To Get Your Free Copy
7/25/2023 Raymond James Financial Services Advisors Inc.17,662$420K0.0%N/A0.736%
7/25/2023 Raymond James & Associates49,080$1.17M0.0%N/A2.045%
7/20/2023DAVENPORT & Co LLC10,012$238K0.0%N/A0.417%
7/13/2023 Cambridge Investment Research Advisors Inc.116,432$2.77M0.0%-1.7%4.851%
7/12/2023 Lantz Financial LLC39,943$950K0.4%+83.4%1.664%
7/12/2023Platform Technology Partners28,650$686K0.3%N/A1.194%
5/11/2023 Cambridge Investment Research Advisors Inc.118,505$2.89M0.0%N/A6.237%
5/5/2023Capital Analysts LLC5,159$126K0.0%+432.4%0.272%
5/4/2023Ascension Capital Advisors Inc.808,307$19.74M15.2%N/A42.542%
4/10/2023 Lantz Financial LLC21,776$532K0.2%N/A1.146%
2/14/2023Laurel Wealth Advisors Inc.130,715$3.33M0.3%N/A7.689%
2/8/2023Capital Analysts LLC969$25K0.0%N/A0.057%
2/7/2023IFP Advisors Inc2,600$65K0.0%N/A0.153%
2/7/2023Envestnet Asset Management Inc.147,937$3.76M0.0%N/A8.702%
(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, 26 institutional investors and hedge funds held shares of Federated Hermes U.S. Strategic Dividend ETF. The most heavily invested institutionals were Ascension Capital Advisors Inc. ($21.05M), Wealth Enhancement Advisory Services LLC ($9.50M), Envestnet Asset Management Inc. ($4.08M), Laurel Wealth Advisors Inc. ($3.33M), Lantz Financial LLC ($3.26M), Raymond James & Associates ($3.10M), and Private Advisor Group LLC ($2.95M).Learn more on FDV's institutional investors.

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

Of the 24 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: Ascension Capital Advisors Inc. ($877.51K), Envestnet Asset Management Inc. ($205.77K), Laurel Wealth Advisors Inc. ($130.72K), Raymond James & Associates ($128.97K), Lantz Financial LLC ($128.86K), Private Advisor Group LLC ($122.68K), and Cambridge Investment Research Advisors Inc. ($118.51K).

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

Institutional investors have bought a total of 2,170,046 shares in the last 24 months. This purchase volume represents approximately $52.42M in transactions.

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

The following institutional investors have sold Federated Hermes U.S. Strategic Dividend ETF stock in the last 24 months: Federated Hermes Inc. ($210K), Platform Technology Partners ($22.07K), Integrated Wealth Concepts LLC ($7.78K), Claro Advisors LLC ($2.81K), Cambridge Investment Research Advisors Inc. ($2.07K), and Ascension Capital Advisors Inc. ($821.00).

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

Institutional investors have sold a total of 245,547 shares in the last 24 months. This volume of shares sold represents approximately $5.53M in transactions.


Related Companies:
This page (NYSEARCA:FDV) was last updated on 4/27/2024 by MarketBeat.com Staff

From Our Partners
Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share
Colonial Metals
Forget AI, Imperium Is Expected to Grow 320,00% in 3 Years
Banyan Hill Publishing
This AI Trade Machine Made 1,729%* (With 89% Wins)
Prosper Trading Academy
Did You Get Your Free Bitcoin Yet?
Crypto Swap Profits
They say it’s ‘unstoppable’ – How I made 43,509%
Investing Daily
Exposed: 10 CENT Crypto to Explode April 20th?
True Market Insiders
Exposed: How Big Banks Plan to Chain Your Wealth with Digital Dollars
GoldenCrest Metals
Mysterious Gold Leverage Just Announced
Stansberry Research