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 Q3	$3.16M	Buy	87,665 +56,642	+183%	+$2.09M	1.7%	17
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

Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Financial Concepts Unlimited Centreville, Maine $128M AUM

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return

Proactive Wealth Strategies Marietta, Georgia $648M AUM 25.33% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Comprehensive Financial Planning's FLCV Position: Q3 2026 in Review

Comprehensive Financial Planning increased its Federated Hermes MDT Large Cap Value ETF (FLCV) stake by 183% in Q3 2026, buying an estimated $2.09M and bringing the position to 87,665 shares worth $3.16M. The position accounts for 1.7% of the portfolio, ranked #17.

Comprehensive Financial Planning first reported a position in FLCV in Q2 2025 and has held it in 6 quarters since. 23 funds tracked by Wall St. Rank hold FLCV as of Q3 2026.

Comprehensive Financial Planning held 87,665 shares of Federated Hermes MDT Large Cap Value ETF worth $3.16M as of Q3 2026.
Comprehensive Financial Planning bought 56,642 Federated Hermes MDT Large Cap Value ETF shares in Q3 2026, an estimated $2.09M.
Federated Hermes MDT Large Cap Value ETF made up 1.7% of Comprehensive Financial Planning's portfolio in Q3 2026, its #17 holding.
Comprehensive Financial Planning first reported a position in Federated Hermes MDT Large Cap Value ETF in Q2 2025 and has held it in 6 quarters since.
23 funds tracked by Wall St. Rank held Federated Hermes MDT Large Cap Value ETF as of Q3 2026.

Based on Comprehensive Financial Planning's 13F filing for Q3 2026, filed 27 Oct 2026.