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

$26.73 +0.34 (+1.29%)
(As of 12/20/2024 04:33 PM ET)
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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)
$32.18M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$2.18M
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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
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%
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%
7/31/2024Commonwealth 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%
7/10/2024 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%
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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%
8/10/2023 WFA of San Diego LLC1,500$36K0.0%N/A0.058%
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%
7/12/2023 Lantz Financial LLC39,943$950K0.4%+83.4%1.664%
7/12/2023 Platform Technology Partners28,650$686K0.3%N/A1.194%
5/11/2023 Cambridge Investment Research Advisors Inc.118,505$2.89M0.0%N/A6.237%
5/5/2023 Capital Analysts LLC5,159$126K0.0%+432.4%0.272%
5/4/2023 Ascension 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%
2/8/2023 Capital Analysts LLC969$25K0.0%N/A0.057%
2/7/2023IFP Advisors Inc2,600$65K0.0%N/A0.153%
2/7/2023 Envestnet 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 ($12.36M), Raymond James & Associates ($11.99M), Private Advisor Group LLC ($5.28M), Envestnet Asset Management Inc. ($4.75M), Lantz Financial LLC ($3.97M), 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 ($159.76K), 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 3,008,237 shares in the last 24 months. This purchase volume represents approximately $75.17M in transactions.

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

Of the 10 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), Raymond James & Associates ($40.59K), Platform Technology Partners ($22.07K), Private Advisor Group LLC ($11.17K), Integrated Wealth Concepts LLC ($7.78K), Claro Advisors LLC ($7.47K), and Sanctuary Advisors LLC ($5K).

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

Institutional investors have sold a total of 308,458 shares in the last 24 months. This volume of shares sold represents approximately $7.12M in transactions.


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This page (NYSEARCA:FDV) was last updated on 12/22/2024 by MarketBeat.com Staff
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