CFP
FLCV

Comprehensive Financial Planning’s Federated Hermes MDT Large Cap Value ETF FLCV Stock Holding History

Comprehensive Financial Planning’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 		$1.11M Buy
31,023
+13,959
+82% +$478K 0.59% 49
2026
Q1 		$538K Buy
17,064
+8,734
+105% +$280K 0.37% 63
2025
Q4 		$259K Buy
8,330
+2,168
+35% +$66.4K 0.17% 95
2025
Q3 		$188K Hold
6,162
– – 0.13% 101
2025
Q2 		$182K Buy
+6,162
New +$170K 0.14% 98

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Comprehensive Financial Planning's FLCV Position: Q2 2026 in Review

Comprehensive Financial Planning increased its Federated Hermes MDT Large Cap Value ETF (FLCV) stake by 82% in Q2 2026, buying an estimated $478K and bringing the position to 31,023 shares worth $1.11M. The position accounts for 0.59% of the portfolio, ranked #49.

Comprehensive Financial Planning first reported a position in FLCV in Q2 2025 and has held it in 5 quarters since. 17 funds tracked by Wall St. Rank hold FLCV as of Q2 2026.

  • Comprehensive Financial Planning held 31,023 shares of Federated Hermes MDT Large Cap Value ETF worth $1.11M as of Q2 2026.
  • Comprehensive Financial Planning bought 13,959 Federated Hermes MDT Large Cap Value ETF shares in Q2 2026, an estimated $478K.
  • Federated Hermes MDT Large Cap Value ETF made up 0.59% of Comprehensive Financial Planning's portfolio in Q2 2026, its #49 holding.
  • Comprehensive Financial Planning first reported a position in Federated Hermes MDT Large Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 17 funds tracked by Wall St. Rank held Federated Hermes MDT Large Cap Value ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.