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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $126M AUM
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
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 22.89% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlueStem Wealth Partners's FLCC Position: Q1 2026 in Review

BlueStem Wealth Partners reduced its Federated Hermes MDT Large Cap Core ETF (FLCC) stake by 51% in Q1 2026, selling an estimated $6.63M and leaving 199,548 shares worth $6.16M. The position accounts for 0.68% of the portfolio, ranked #31.

BlueStem Wealth Partners first reported a position in FLCC in Q3 2025 and has held it in 3 quarters since. The position peaked at $13.2M in Q4 2025. 18 funds tracked by Wall St. Rank hold FLCC as of Q1 2026.

  • BlueStem Wealth Partners held 199,548 shares of Federated Hermes MDT Large Cap Core ETF worth $6.16M as of Q1 2026.
  • BlueStem Wealth Partners sold 206,868 Federated Hermes MDT Large Cap Core ETF shares in Q1 2026, an estimated $6.63M.
  • Federated Hermes MDT Large Cap Core ETF made up 0.68% of BlueStem Wealth Partners's portfolio in Q1 2026, its #31 holding.
  • BlueStem Wealth Partners first reported a position in Federated Hermes MDT Large Cap Core ETF in Q3 2025 and has held it in 3 quarters since.
  • BlueStem Wealth Partners's Federated Hermes MDT Large Cap Core ETF position peaked at $13.2M in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Federated Hermes MDT Large Cap Core ETF as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.