BWP
FLCC

BlueStem Wealth Partners’s Federated Hermes MDT Large Cap Core ETF FLCC Stock Holding History

BlueStem Wealth Partners’s Portfolio FLCC Stock Details FLCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.56M Sell
186,718
-12,830
-6% -$438K 0.65% 29
2026
Q1 		$6.16M Sell
199,548
-206,868
-51% -$6.63M 0.68% 31
2025
Q4 		$13.2M Buy
406,416
+15,061
+4% +$484K 1.46% 19
2025
Q3 		$12.5M Buy
+391,355
New +$12.3M 1.44% 18

Other funds holding FLCC

TWA
Tulsa Wealth Advisors Tulsa, Oklahoma $710M AUM
SWAG
Spectrum Wealth Advisory Group Granite Bay, California $351M AUM 22.94% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $137M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BlueStem Wealth Partners's FLCC Position: Q2 2026 in Review

BlueStem Wealth Partners reduced its Federated Hermes MDT Large Cap Core ETF (FLCC) stake by 6.4% in Q2 2026, selling an estimated $438K and leaving 186,718 shares worth $6.56M. The position accounts for 0.65% of the portfolio, ranked #29.

BlueStem Wealth Partners first reported a position in FLCC in Q3 2025 and has held it in 4 quarters since. The position peaked at $13.2M in Q4 2025. 27 funds tracked by Wall St. Rank hold FLCC as of Q2 2026.

  • BlueStem Wealth Partners held 186,718 shares of Federated Hermes MDT Large Cap Core ETF worth $6.56M as of Q2 2026.
  • BlueStem Wealth Partners sold 12,830 Federated Hermes MDT Large Cap Core ETF shares in Q2 2026, an estimated $438K.
  • Federated Hermes MDT Large Cap Core ETF made up 0.65% of BlueStem Wealth Partners's portfolio in Q2 2026, its #29 holding.
  • BlueStem Wealth Partners first reported a position in Federated Hermes MDT Large Cap Core ETF in Q3 2025 and has held it in 4 quarters since.
  • BlueStem Wealth Partners's Federated Hermes MDT Large Cap Core ETF position peaked at $13.2M in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Federated Hermes MDT Large Cap Core ETF as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.