BMWS
FLCC

Brady Martz Wealth Solutions’s Federated Hermes MDT Large Cap Core ETF FLCC Stock Holding History

Brady Martz Wealth Solutions’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 		$440K Sell
12,533
-1,537
-11% -$52.5K 0.07% 156
2026
Q1 		$434K Buy
14,070
+3,215
+30% +$103K 0.07% 141
2025
Q4 		$353K Buy
+10,855
New +$349K 0.06% 152

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
BWP
BlueStem Wealth Partners Minnetonka, Minnesota $1B AUM 19.75% 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

Brady Martz Wealth Solutions's FLCC Position: Q2 2026 in Review

Brady Martz Wealth Solutions reduced its Federated Hermes MDT Large Cap Core ETF (FLCC) stake by 11% in Q2 2026, selling an estimated $52.5K and leaving 12,533 shares worth $440K. The position accounts for 0.07% of the portfolio, ranked #156.

Brady Martz Wealth Solutions first reported a position in FLCC in Q4 2025 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold FLCC as of Q2 2026.

  • Brady Martz Wealth Solutions held 12,533 shares of Federated Hermes MDT Large Cap Core ETF worth $440K as of Q2 2026.
  • Brady Martz Wealth Solutions sold 1,537 Federated Hermes MDT Large Cap Core ETF shares in Q2 2026, an estimated $52.5K.
  • Federated Hermes MDT Large Cap Core ETF made up 0.07% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #156 holding.
  • Brady Martz Wealth Solutions first reported a position in Federated Hermes MDT Large Cap Core ETF in Q4 2025 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held Federated Hermes MDT Large Cap Core ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.