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FED Hermes US Strat DIV ETF (FDV)

CUSIP: 31423L305 | NYSE | 114 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Northwest Financial Advisors2,443,725
10.3% of portfolio›$76.8M
Lantz Financial LLC512,114
2.9% of portfolio›$16.1M
Truist Financial Corp449,628
0.0% of portfolio›$14.1M
Fourpath Capital Management, LLC407,365
1.7% of portfolio›$12.8M
Cambridge Investment Research Advisors, Inc.284,718
0.1% of portfolio›$8.9M
Davenport & Co LLC101,246
0.0% of portfolio›$3.2M
Capital Investment Advisory Services, LLC86,497
0.2% of portfolio›$2.7M
Wealthcare Advisory Partners LLC62,804
0.0% of portfolio›$2.0M
Commonwealth Equity Services, LLC60,892
0.0% of portfolio›$1.9M
Wealth Enhancement Advisory Services, LLC54,443
0.0% of portfolio›$1.7M
Prospera Financial Services Inc41,926
0.0% of portfolio›$1.4M
Signature Equity Partners, LLC41,362
0.5% of portfolio›$1.3M
Claro Advisors Inc.39,661
0.1% of portfolio›$1.2M
Kestra Advisory Services, LLC25,950
0.0% of portfolio›$817.5K
Intrua Financial, LLC24,620
0.1% of portfolio›$773.3K
Asset One Wealth Management LLC17,329
0.0% of portfolio›$544.3K
Schneider Downs Wealth Management Advisors, LP15,242
0.0% of portfolio›$478.8K
Kingswood Wealth Advisors, LLC14,575
0.0% of portfolio›$457.8K
Financial Council, LLC10,897
0.1% of portfolio›$342.3K
D.A. Davidson & Co.10,590
0.0% of portfolio›$332.6K
Focus Financial Network, Inc.10,445
0.0% of portfolio›$329.1K
Gateway Investment Advisers LLC10,269
0.0% of portfolio›$322.5K
Vise Technologies, Inc.9,654
0.0% of portfolio›$303.2K
Sowell Financial Services LLC9,379
0.0% of portfolio›$294.6K
MGO One Seven LLC9,100
0.0% of portfolio›$285.8K
Focused Alpha, LLC8,576
0.1% of portfolio›$269.4K
Private Trust Co NA2,159
0.0% of portfolio›$67.8K
Armstrong Advisory Group, Inc221
0.0% of portfolio›$6.9K
Abound Wealth Management154
0.0% of portfolio›$4.9K
MV Capital Management, Inc.74
0.0% of portfolio›$2.3K
StyleTurnoverLocationFiled
Northwest Financial Advisors
2,443,725$76.8M10.3%ETFLowHerndon, VA2026-10-27
Lantz Financial LLC
512,114$16.1M2.9%ETFLowNaperville, IL2026-10-15
Truist Financial Corp
449,628$14.1M0.0%CoreLowCharlotte, NC2026-10-30
Fourpath Capital Management, LLC
407,365$12.8M1.7%CoreMediumOklahoma City, OK2026-10-19
Cambridge Investment Research Advisors, Inc.
284,718$8.9M0.1%ETFLowFairfield, IA2026-11-02
Davenport & Co LLC
101,246$3.2M0.0%CoreMediumRichmond, VA2026-10-14
Capital Investment Advisory Services, LLC
86,497$2.7M0.2%CoreMediumRaleigh, NC2026-10-30
Wealthcare Advisory Partners LLC
62,804$2.0M0.0%ETFLowWest Chester, PA2026-10-21
Commonwealth Equity Services, LLC
60,892$1.9M0.0%ETFLowWaltham, MA2026-11-02
Wealth Enhancement Advisory Services, LLC
54,443$1.7M0.0%CoreLowPlymouth, MN2026-10-13
Prospera Financial Services Inc
41,926$1.4M0.0%CoreMediumDallas, TX2026-11-04
Signature Equity Partners, LLC
41,362$1.3M0.5%GrowthMediumColumbus, OH2026-10-29
Claro Advisors Inc.
39,661$1.2M0.1%CoreLowBoston, MA2026-11-02
Kestra Advisory Services, LLC
25,950$817.5K0.0%CoreLowAustin, TX2026-11-02
Intrua Financial, LLC
24,620$773.3K0.1%ETFMediumHouston, TX2026-10-28
Asset One Wealth Management LLC
17,329$544.3K0.0%GrowthLowBellevue, WA2026-11-02
Schneider Downs Wealth Management Advisors, LP
15,242$478.8K0.0%ETFVery LowPittsburgh, PA2026-10-27
Kingswood Wealth Advisors, LLC
14,575$457.8K0.0%GrowthLowSan Diego, CA2026-10-23
Financial Council, LLC
10,897$342.3K0.1%ETFVery LowTowson, MD2026-11-02
D.A. Davidson & Co.
10,590$332.6K0.0%CoreLowGreat Falls, MT2026-10-28
Focus Financial Network, Inc.
10,445$329.1K0.0%ETFLowMinneapolis, MN2026-10-14
Gateway Investment Advisers LLC
10,269$322.5K0.0%GrowthLowCincinnati, OH2026-10-13
Vise Technologies, Inc.
9,654$303.2K0.0%IndexLowNew York, NY2026-10-29
Sowell Financial Services LLC
9,379$294.6K0.0%CoreLowNorth Little Rock, AR2026-10-23
MGO One Seven LLC
9,100$285.8K0.0%GrowthLowBeachwood, OH2026-10-28
Focused Alpha, LLC
8,576$269.4K0.1%CoreMediumDenver, CO2026-10-20
Private Trust Co NA
2,159$67.8K0.0%CoreLowCleveland, OH2026-10-20
Armstrong Advisory Group, Inc
221$6.9K0.0%ETFHighNeedham, MA2026-10-09
Abound Wealth Management
154$4.9K0.0%ETFVery LowFranklin, TN2026-10-26
MV Capital Management, Inc.
74$2.3K0.0%ETFLowBethesda, MD2026-10-29