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FDVFDV
12 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in FEDERATED HERMES ETF TRUST

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 52,253 shares of FDV (FEDERATED HERMES ETF TRUST), worth $1.7M as of 2026-Q2. The position was decreased (-11.0% shares). FDV represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$1.7M

Current Shares

52,253

Total Value Change

+$1.4M

Total Shares Change

+39,178

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
52,253
-11.0%
$1.7M0.0%$31.32
0
2026-Q1
Decreased
58,687
-32.9%
$1.8M0.0%$30.51
0
2025-Q4
Decreased
87,391
-4.0%
$2.5M0.0%$28.13
0
2025-Q3
Decreased
91,011
-18.7%
$2.6M0.0%$27.86
0
2025-Q2
Decreased
111,899
-73.6%
$3.2M0.0%$26.55
0
2025-Q1
Decreased
423,434
-4.5%
$11.9M0.0%$27.02
0
2024-Q4
Increased
443,615
+0.2%
$11.8M0.0%$25.34
28
2024-Q3
Increased
442,681
+2.7%
$12.4M0.0%$26.35
29
2024-Q2
Increased
431,046
+14.8%
$10.7M0.0%$23.29
32
2024-Q1
Increased
375,584
+1.2%
$9.5M0.0%$23.51
28
2023-Q4
Increased
371,206
+2739.1%
$8.9M0.0%$22.15
44
2023-Q3
New
13,075
-
$292,2370.0%$20.39
32

Other major holders of FDV: LPL Financial LLC, RAYMOND JAMES FINANCIAL INC

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