BCI
FLCV

Brinker Capital Investments’s Federated Hermes MDT Large Cap Value ETF FLCV Stock Holding History

Brinker Capital Investments’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 		– Sell
-125,072
Closed -$3.89M – 2303
2025
Q4 		$3.89M Buy
+125,072
New +$3.83M 0.03% 545

Other funds holding FLCV

SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
FCU
Financial Concepts Unlimited Centreville, Maine $128M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
CFP
Comprehensive Financial Planning East Petersburg, Pennsylvania $188M AUM 48.26% 1-Year Est. Return

Brinker Capital Investments's FLCV Position: Q1 2026 in Review

Brinker Capital Investments sold out of Federated Hermes MDT Large Cap Value ETF (FLCV) in Q1 2026, closing a stake of 125,072 shares — an estimated $3.89M sold.

Brinker Capital Investments first reported a position in FLCV in Q4 2025 and held it in 1 quarter. The position peaked at $3.89M in Q4 2025. 16 funds tracked by Wall St. Rank hold FLCV as of Q1 2026.

  • Brinker Capital Investments reported no remaining Federated Hermes MDT Large Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Brinker Capital Investments sold 125,072 Federated Hermes MDT Large Cap Value ETF shares in Q1 2026, an estimated $3.89M.
  • Brinker Capital Investments first reported a position in Federated Hermes MDT Large Cap Value ETF in Q4 2025 and held it in 1 quarter.
  • Brinker Capital Investments's Federated Hermes MDT Large Cap Value ETF position peaked at $3.89M in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Federated Hermes MDT Large Cap Value ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.