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Get Institutions for : 
Federated Hermes Us Strategic Dividend Etf (FDV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 29    0
Total shares held : 
2,619,113  
% of shares held : 
29.1%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  11  
Amount of shares held : 
507,359  
% of shares held change : 
  5.64%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 64,290
 2.45%
 
Increased Positions :
16
 693,950
 26.5%
 
Unchanged Positions :
4
 31,234
 1.19%
 
Decreased Positions :
5
-177,947
-6.79%
 
Closed Positions :
4
-72,934
-2.78%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Ascension Capital Advisors Inc. 2 - 2024-03-31 974,874 $24,645,000 98,190
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 487 - 2024-03-31 375,584 $9,495,000 4,378
   ENVESTNET ASSET MANAGEMENT INC 2001 - 2024-03-31 188,927 $4,776,000 -8,208
   LPL FINANCIAL CORP 1867 - 2024-03-31 175,722 $4,442,000 27,055
   Private Advisor Group LLC 542 - 2024-03-31 156,621 $3,959,000 33,942
   Steward Partners Investment Advisory LLC 387 - 2024-03-31 156,479 $3,956,000 35,283
   Advisor Group Holdings Inc. 1243 - 2024-03-31 146,176 $3,698,000 29,736
   Laurel Wealth Advisors Inc. *New 2022-12-31 130,715 $3,325,000 130,715
   Lantz Financial LLC 18 - 2024-03-31 128,860 $3,258,000 28,406
   Integrated Wealth Concepts LLC 372 - 2024-03-31 125,940 $3,184,000 3,525
   RAYMOND JAMES & ASSOCIATES 1868 - 2024-03-31 125,144 $3,164,000 -3,821
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1664 - 2024-03-31 73,114 $1,848,000 28,138
   Equitable Holdings Inc. 527 - 2024-03-31 58,190 $1,471,000 43,464
   JANNEY MONTGOMERY SCOTT LLC 1432 - 2024-03-31 45,306 $1,145,000 11,740
   ROYAL BANK OF CANADA 3014 - 2024-03-31 37,724 $954,000 -22,244
   Priebe Wealth Holdings LLC 28 - 2024-03-31 23,225 $587,000 1,200
   BB&T CORP 1882 - 2024-03-31 21,841 $552,000 2,791
   Claro Advisors LLC 223 - 2024-03-31 21,230 $537,000 11
   DAVENPORT & CO LLC 811 - 2024-03-31 18,293 $462,000 1,856
   COMMONWEALTH EQUITY SERVICES LLC. 3007 - 2024-03-31 15,290 $387,000 18
   Schneider Downs Wealth Management Advisors LP 89 - 2024-03-31 15,242 $385,000 0
   HILLTOP HOLDINGS INC. 499 - 2024-03-31 11,944 $302,000 -2,900
   CAPTRUST FINANCIAL ADVISORS 1817 - 2024-03-31 10,823 $274,000 -816
   FINANCIAL NETWORK 2459 *New 2024-03-31 9,371 $237,000 9,371
   KINGSWOOD WEALTH ADVISORS LLC 544 - 2024-03-31 9,142 $231,000 9,142
   Goss Wealth Management LLC 1764 - 2024-03-31 9,009 $228,000 0
   Platform Technology Partners 185 - 2023-12-31 8,657 $206,000 -22,070
   Capital Analysts Inc. 532 - 2024-03-31 4,273 $108,000 22
   WFA of San Diego LLC 201 - 2023-09-30 1,500 $34,000 0
   Global Retirement Partners LLC 2371 - 2024-03-31 200 $5,000 0
   FMR LLC 5008 *New 2024-03-31 1 $0 1
   UBS Group AG 8143 *Closed 2024-03-31 0 $0 -2,190
   MORGAN STANLEY 7578 - 2024-03-31 1 $0 0
   PROEQUITIES INC. 8422 - 2024-03-31 0 $0 0

  34 Records found
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