Free Trial
→ The Real Hillbilly Elegy (From Porter & Company) (Ad) Free FDV Stock Alerts

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

$28.47 +0.03 (+0.11%)
As of 02/21/2025 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)
29
Total
Institutional Inflows
(last 12 months)
$70.40M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$13.63M
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
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%
1/31/2025 Sanctuary 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%
11/25/2024 Sanctuary 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%
Nvidia’s CEO: “This Will Be a Multitrillion-Dollar Industry." (Ad)

If you missed out on the big boom in Nvidia… Listen up, because according to Nvidia's own CEO… Elon Musk’s new technology could help launch an entirely new multitrillion-dollar industry.

You MUST act before March 17th.
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%
9/5/2024 Sanctuary 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%
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%
1/16/2024Raymond James & Associates128,965$3.10M0.0%+12.4%4.960%
1/12/2024 Lantz Financial LLC100,454$2.41M0.9%+25.3%3.864%
11/15/2023 Integrated Wealth Concepts LLC122,003$2.73M0.0%-6.0%4.692%
11/13/2023 Cary Street Partners Investment Advisory LLC2,700$60K0.0%+22.7%0.104%
11/13/2023 Federated Hermes Inc.45,000$1.01M0.0%-82.4%1.731%
11/13/2023 Envestnet Asset Management Inc.182,610$4.08M0.0%+14.0%7.023%
11/8/2023 Platform Technology Partners30,727$687K0.3%+7.2%1.182%
11/8/2023 Janney Montgomery Scott LLC31,811$711K0.0%N/A1.224%
11/7/2023 Ascension Capital Advisors Inc.864,735$19.33M11.1%+7.1%33.259%
11/3/2023 Private 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%
10/24/2023 Kingswood Wealth Advisors LLC24,832$555K0.1%N/A0.955%
10/20/2023 Lantz Financial LLC80,192$1.79M0.7%+100.8%3.084%
10/17/2023 DAVENPORT & Co LLC12,192$272K0.0%+21.8%0.469%
8/10/2023WFA of San Diego LLC1,500$36K0.0%N/A0.058%
Nvidia’s CEO: “This Will Be a Multitrillion-Dollar Industry." (Ad)

If you missed out on the big boom in Nvidia… Listen up, because according to Nvidia's own CEO… Elon Musk’s new technology could help launch an entirely new multitrillion-dollar industry.

You MUST act before March 17th.
8/10/2023 Cary Street Partners Investment Advisory LLC2,200$52K0.0%N/A0.085%
8/10/2023 Private Advisor Group LLC36,599$871K0.0%N/A1.408%
8/8/2023 Claro Advisors LLC13,749$327K0.1%N/A0.573%
8/8/2023 Ascension Capital Advisors Inc.807,486$19.21M12.3%-0.1%33.645%
8/4/2023 Envestnet Asset Management Inc.160,160$3.81M0.0%+28.4%6.673%
7/31/2023 LPL 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%
7/20/2023 DAVENPORT & 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%
(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, 42 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. ($29.54M), Raymond James Financial Inc. ($14.18M), Wealth Enhancement Advisory Services LLC ($12.29M), Raymond James & Associates ($11.99M), LPL Financial LLC ($11.01M), Envestnet Asset Management Inc. ($7.45M), and Truist Financial Corp ($6.93M).Learn more on FDV's institutional investors.

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

Of the 38 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: Raymond James Financial Inc. ($1.07M), Ascension Capital Advisors Inc. ($996.62K), Raymond James & Associates ($474.05K), LPL Financial LLC ($225.39K), Truist Financial Corp ($213.67K), Private Advisor Group LLC ($200.48K), and Lantz Financial LLC ($180.55K).

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

Institutional investors have bought a total of 4,449,657 shares in the last 24 months. This purchase volume represents approximately $113.84M in transactions.

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

Of the 17 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), Janney Montgomery Scott LLC ($63.76K), Raymond James & Associates ($40.59K), Private Advisor Group LLC ($23.29K), Platform Technology Partners ($22.07K), and Smartleaf Asset Management LLC ($15.96K).

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

Institutional investors have sold a total of 761,472 shares in the last 24 months. This volume of shares sold represents approximately $19.17M in transactions.


Related Companies

This page (NYSEARCA:FDV) was last updated on 2/22/2025 by MarketBeat.com Staff
From Our Partners
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Elon’s “New Gold”
MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest brea...
True Market Insiders | Sponsored
Market down? Do this now.
During Trump's first term, his tariffs sent gold prices soaring. Investors who acted early made a fortune. Now...
Colonial Metals | Sponsored
This Crypto Is Set to Explode in February
It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...
Crypto 101 Media | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Buy this AI Stock Before Elon’s Announcement
With Trump back in office, xAI is primed to become the leader in generative AI, leaving competitors in the dus...
InvestorPlace | Sponsored
Secret financial plot unfolding in Washington DC… [DEVELOPING]
What stocks are next up to soar in 2025? I believe I’ve found the answer - and it might surprise you. Yo...
Timothy Sykes | Sponsored
Buy NVDA Now?
After weeks of volatility, did President Trump just turn Nvidia (NVDA) into a raging BUY? The beloved chip...
Chaikin Analytics | Sponsored