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

$27.56 +0.23 (+0.84%)
As of 04:10 PM Eastern
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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)
22
Total
Institutional Inflows
(last 12 months)
$32.45M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$3.94M
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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
1/21/2025Lantz 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%
11/15/2024Integrated 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%
10/29/2024 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%
10/22/2024Private Advisor Group LLC189,315$5.28M0.0%+30.2%4.854%
10/18/2024Raymond James & Associates429,644$11.99M0.0%+408.1%11.017%
10/15/2024NBC Securities Inc.7,020$195K0.0%N/A0.180%
10/10/2024Concourse 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%
8/21/2024Truist 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%
8/1/2024 Claro 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%
7/17/2024 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%
7/10/2024Lantz Financial LLC159,760$3.97M1.2%+24.0%4.096%
7/9/2024Kingswood Wealth Advisors LLC15,050$374K0.0%+64.6%0.386%
5/1/2024 Janney 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%
4/13/2024 Priebe Wealth Holdings LLC23,225$587K0.5%+5.4%0.893%
4/10/2024Lantz 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%
2/8/2024 Janney Montgomery Scott LLC33,566$806K0.0%+5.5%1.291%
2/6/2024Private Advisor Group LLC122,679$2.95M0.0%+59.0%4.718%
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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%
1/16/2024Raymond James Financial Services Advisors Inc.44,976$1.08M0.0%+12.5%1.730%
1/16/2024Raymond James & Associates128,965$3.10M0.0%+12.4%4.960%
1/12/2024Lantz 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%
11/8/2023 Janney 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%
10/24/2023Raymond James Financial Services Advisors Inc.39,962$893K0.0%+126.3%1.537%
10/24/2023Raymond James & Associates114,763$2.57M0.0%+133.8%4.414%
10/24/2023Kingswood Wealth Advisors LLC24,832$555K0.1%N/A0.955%
10/20/2023Lantz 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%
7/25/2023Raymond James Financial Services Advisors Inc.17,662$420K0.0%N/A0.736%
7/25/2023Raymond James & Associates49,080$1.17M0.0%N/A2.045%
7/20/2023DAVENPORT & Co LLC10,012$238K0.0%N/A0.417%
7/13/2023Cambridge Investment Research Advisors Inc.116,432$2.77M0.0%-1.7%4.851%
7/12/2023Lantz Financial LLC39,943$950K0.4%+83.4%1.664%
7/12/2023Platform Technology Partners28,650$686K0.3%N/A1.194%
5/11/2023Cambridge 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%
4/10/2023Lantz 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, 33 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. ($29.94M), Wealth Enhancement Advisory Services LLC ($12.29M), Raymond James & Associates ($11.99M), Lantz Financial LLC ($6.48M), Private Advisor Group LLC ($5.28M), Envestnet Asset Management Inc. ($4.75M), and Rockefeller Capital Management L.P. ($3.82M).Learn more on FDV's institutional investors.

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

Of the 31 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. ($958.87K), Raymond James & Associates ($474.05K), Envestnet Asset Management Inc. ($208.06K), Private Advisor Group LLC ($200.48K), Lantz Financial LLC ($180.55K), Laurel Wealth Advisors Inc. ($130.72K), 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 3,054,130 shares in the last 24 months. This purchase volume represents approximately $76.39M in transactions.

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

Of the 12 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: Federated Hermes Inc. ($210K), Janney Montgomery Scott LLC ($63.76K), Raymond James & Associates ($40.59K), Platform Technology Partners ($22.07K), Private Advisor Group LLC ($11.17K), Integrated Wealth Concepts LLC ($7.78K), and Claro Advisors LLC ($7.47K).

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

Institutional investors have sold a total of 374,505 shares in the last 24 months. This volume of shares sold represents approximately $8.87M in transactions.


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This page (NYSEARCA:FDV) was last updated on 1/21/2025 by MarketBeat.com Staff
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