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Showing 8 of 13 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in FEDERATED HERMES ETF TRUST

Steward Partners Investment Advisory, LLC holds 292,535 shares of FDV (FEDERATED HERMES ETF TRUST), worth $9.2M as of 2026-Q2. The position was increased (+2.1% shares). FDV represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$9.2M

Current Shares

292,535

Total Value Change

+$4.2M

Total Shares Change

+115,696

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
292,535
+2.1%
$9.2M0.0%$31.32
28
2026-Q1
Increased
286,638
+5.7%
$8.8M0.0%$30.51
29
2025-Q4
Increased
271,186
+10.4%
$7.8M0.0%$28.13
30
2025-Q3
Increased
245,678
+13.6%
$7M0.0%$27.86
31
2025-Q2
Increased
216,254
+7.0%
$5.9M0.0%$26.55
29
2025-Q1
Increased
202,069
+10.8%
$5.7M0.1%$27.02
30
2024-Q4
Increased
182,389
+3.1%
$4.9M0.0%$25.34
28
2024-Q3
Increased
176,839
+6.5%
$4.9M0.0%$26.35
29

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

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