CAL
FLCV

Capital Analysts LLC’s Federated Hermes MDT Large Cap Value ETF FLCV Stock Holding History

Capital Analysts LLC’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
Q2 		$351K Buy
9,786
+311
+3% +$10.6K 0.01% 572
2026
Q1 		$298K Buy
9,475
+767
+9% +$24.6K 0.01% 567
2025
Q4 		$271K Buy
8,708
+6,915
+386% +$212K 0.01% 561
2025
Q3 		$55K Buy
+1,793
New +$53.9K ﹤0.01% 859

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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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

Capital Analysts LLC's FLCV Position: Q2 2026 in Review

Capital Analysts LLC increased its Federated Hermes MDT Large Cap Value ETF (FLCV) stake by 3.3% in Q2 2026, buying an estimated $10.6K and bringing the position to 9,786 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #572.

Capital Analysts LLC first reported a position in FLCV in Q3 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold FLCV as of Q2 2026.

  • Capital Analysts LLC held 9,786 shares of Federated Hermes MDT Large Cap Value ETF worth $351K as of Q2 2026.
  • Capital Analysts LLC bought 311 Federated Hermes MDT Large Cap Value ETF shares in Q2 2026, an estimated $10.6K.
  • Federated Hermes MDT Large Cap Value ETF made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #572 holding.
  • Capital Analysts LLC first reported a position in Federated Hermes MDT Large Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held Federated Hermes MDT Large Cap Value ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.