CAL
FLCG

Capital Analysts LLC’s Federated Hermes MDT Large Cap Growth ETF FLCG Stock Holding History

Capital Analysts LLC’s Portfolio FLCG Stock Details FLCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$512K Buy
17,116
+4,321
+34% +$137K 0.01% 451
2025
Q4 		$424K Buy
12,795
+1,357
+12% +$44.5K 0.01% 459
2025
Q3 		$374K Buy
11,438
+7,457
+187% +$234K 0.01% 470
2025
Q2 		$120K Hold
3,981
– – ﹤0.01% 628
2025
Q1 		$103K Buy
3,981
+1,802
+83% +$50.7K ﹤0.01% 637
2024
Q4 		$62K Buy
+2,179
New +$61.1K ﹤0.01% 711

Other funds holding FLCG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return