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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

  Page 1 of 1  
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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. - 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 1933 - 2023-12-31 197,135 $4,733,000 14,525
   Private Advisor Group LLC - 2024-03-31 156,621 $3,959,000 33,942
   LPL FINANCIAL CORP 1905 - 2023-12-31 148,667 $3,570,000 77,838
   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
   RAYMOND JAMES & ASSOCIATES 1868 - 2024-03-31 125,144 $3,164,000 -3,821
   Integrated Wealth Concepts LLC 349 - 2023-12-31 122,415 $2,939,000 412
   Steward Partners Investment Advisory LLC 406 - 2023-12-31 121,196 $2,910,000 67,268
   Advisor Group Holdings Inc. 1599 - 2023-12-31 116,440 $2,798,000 25,290
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1664 - 2024-03-31 73,114 $1,848,000 28,138
   ROYAL BANK OF CANADA 2806 - 2023-12-31 59,968 $1,440,000 46,268
   JANNEY MONTGOMERY SCOTT LLC 1432 - 2024-03-31 45,306 $1,145,000 11,740
   Priebe Wealth Holdings LLC 28 - 2024-03-31 23,225 $587,000 1,200
   Claro Advisors LLC 223 - 2024-03-31 21,230 $537,000 11
   DAVENPORT & CO LLC - 2024-03-31 18,293 $462,000 1,856
   BB&T CORP 1995 *New 2023-12-31 19,050 $457,000 19,050
   COMMONWEALTH EQUITY SERVICES LLC. 3007 - 2024-03-31 15,290 $387,000 18
   Schneider Downs Wealth Management Advisors LP 83 *New 2023-12-31 15,242 $366,000 15,242
   HILLTOP HOLDINGS INC. 429 - 2023-12-31 14,844 $356,000 -299
   Equitable Holdings Inc. 880 *New 2023-12-31 14,726 $354,000 14,726
   CAPTRUST FINANCIAL ADVISORS 2148 - 2023-12-31 11,639 $279,000 -152,772
   KINGSWOOD WEALTH ADVISORS LLC 544 - 2024-03-31 9,142 $231,000 9,142
   Goss Wealth Management LLC 1671 - 2023-12-31 9,009 $215,000 0
   Platform Technology Partners 185 - 2023-12-31 8,657 $206,000 -22,070
   Capital Analysts Inc. 525 - 2023-12-31 4,251 $102,000 24
   UBS Group AG 5229 - 2023-12-31 2,190 $53,000 1,228
   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
   FEDERATED INVESTORS INC /PA/ 2078 *Closed 2023-12-31 0 $0 -45,000
   MORGAN STANLEY 7369 - 2023-12-31 1 $0 -1
   PROEQUITIES INC. - 2024-03-31 0 $0 0
  33 Records found
  1    
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