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Disclosery

FDV FEDERATED HERMES ETF TRUST

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US STRATEGIC DIV (fund)

47 managers (47 13F filers) reported a position in FDV shares at 2025-03-31, 7,989,093 shares in all. 8 filers opened a position and 3 filers sold out during the quarter.

Managers
47
13F filers
47
New
8
Added
24
Reduced
8
Sold out
3
Shares held by filers
7,989,093

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC1,390,140$39.1M0.02%+976,06413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,333,397$37.5M0.81%new13F-HRTimelineGroup
Ascension Capital Advisors, Inc.1,120,236$31.5M14.41%+9,83713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC569,905$16M0.01%+36,83313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…423,434$11.9M0.02%-20,18113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC416,591$11.7M<0.01%+136,47913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP305,448$8.6M0.01%+45,04913F-HRTimelineGroup
Lantz Financial LLC276,952$7.8M2.13%+33,34713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.271,302$7.64M0.02%+42,78713F-HRTimelineGroup
NewEdge Advisors, LLC236,906$6.67M0.04%+15,54713F-HRTimeline
Steward Partners Investment Advisory, L…202,069$5.69M0.05%+19,68013F-HRTimeline
Integrated Wealth Concepts LLC175,512$4.94M0.06%+37,69713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA156,275$4.4M<0.01%+5,44813F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…138,771$3.91M0.01%-2,89913F-HRTimelineGroup
Private Advisor Group, LLC135,414$3.81M0.02%-41,78013F-HRTimeline
Cetera Investment Advisers111,991$3.15M0.01%+81,53413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.74,051$2.09M0.02%+3,86813F-HRTimelineGroup
Sanctuary Advisors, LLC65,202$1.84M0.01%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…62,322$1.76M<0.01%013F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC62,356$1.76M0.01%+49,65913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC51,743$1.46M<0.01%+25,49413F-HRTimeline
Janney Montgomery Scott LLC50,092$1.41M<0.01%-1,05213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.46,644$1.31M0.08%013F-HRTimelineGroup
Priebe Wealth Holdings LLC42,225$1.19M0.74%-8,20013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …40,781$1.15M0.03%-73013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.38,990$1.1M0.01%new13F-HRTimeline
Claro Advisors Inc.17,085$481K0.06%+13113F-HRTimeline
Cambridge Investment Research Advisors,…16,506$465K<0.01%new13F-HRTimeline
Gladstone Institutional Advisory LLC15,519$437K0.02%+4,86813F-HRTimeline
HighTower Advisors, LLC15,292$431K<0.01%+4,01413F-HRTimeline
Schneider Downs Wealth Management Advis…15,242$429K0.08%013F-HRTimeline
DAVENPORT & Co LLC14,548$410K<0.01%-3,75513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.13,370$376K0.03%+86113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,966$365K<0.01%+4,59913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS11,508$324K<0.01%+1,51213F-HRTimeline
Gateway Wealth Partners, LLC10,894$307K0.07%+1,00913F-HRTimeline
Intrua Financial, LLC9,900$279K0.04%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC9,176$258K0.02%-1,99013F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,095$256K<0.01%new13F-HRTimelineGroup
Strategic Financial Concepts, LLC7,641$215K0.04%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC6,553$185K0.01%+1,50713F-HRTimelineGroup
PRIVATE TRUST CO NA3,313$93.3K0.01%+16313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…793$22.3K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…414$11.7K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC353$9.94K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY176$4.96K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.