Federated Hermes Etf Trust shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Federated Hermes Etf Trust (FDV) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Federated Hermes Etf Trust
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Quarterly reported holdings in Federated Hermes Etf Trust by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $339k | 12k | 28.62 |
| 2025-06-30 | $325k | 12k | 27.46 |
| 2025-03-31 | $324k | 12k | 28.16 |
| 2024-12-31 | $266k | 10k | 26.60 |
| 2024-09-30 | $304k | 11k | 27.91 |
| 2024-06-30 | $307k | 12k | 24.84 |
| 2024-03-31 | $274k | 11k | 25.28 |
| 2023-12-31 | $279k | 12k | 24.01 |
| 2023-09-30 | $3.7M | 164k | 22.35 |
| 2023-06-30 | $4.1M | 173k | 23.79 |
| 2023-03-31 | $3.4M | 138k | 24.42 |
| 2022-12-31 | $3.6M | 140k | 25.44 |
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