Allegheny Financial Group’s Federated Hermes MDT Large Cap Value ETF FLCV Stock Holding History

Allegheny Financial Group’s Portfolio FLCV Stock Details FLCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.43M	Buy	45,380 +3,631	+9%	+$116K	0.19%	76
2025 Q4	$1.3M	Buy	+41,749	New	+$1.28M	0.19%	80

Other funds holding FLCV

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Financial Concepts Unlimited Centreville, Maine $112M AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return

Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return

Comprehensive Financial Planning East Petersburg, Pennsylvania $144M AUM 25.61% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return