Envestnet Asset Management’s Federated Hermes MDT Large Cap Core ETF FLCC Stock Holding History

Envestnet Asset Management’s Portfolio FLCC Stock Details FLCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$881K	Buy	25,071 +2,415	+11%	+$82.5K	﹤0.01%	3704
2026 Q1	$699K	Buy	22,656 +1,926	+9%	+$61.7K	﹤0.01%	3696
2025 Q4	$674K	Sell	20,730 -3,287	-14%	-$106K	﹤0.01%	3501
2025 Q3	$770K	Sell	24,017 -57,096	-70%	-$1.79M	﹤0.01%	3484
2025 Q2	$2.46M	Sell	81,113 -86,454	-52%	-$2.4M	﹤0.01%	2688
2025 Q1	$4.52M	Sell	167,567 -9,527	-5%	-$271K	﹤0.01%	2195
2024 Q4	$4.96M	Buy	+177,094	New	+$4.97M	﹤0.01%	2103

Other funds holding FLCC

TWA

Tulsa Wealth Advisors Tulsa, Oklahoma $710M AUM

SWAG

Spectrum Wealth Advisory Group Granite Bay, California $351M AUM 22.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CCM

Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

1IA

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Envestnet Asset Management's FLCC Position: Q2 2026 in Review

Envestnet Asset Management increased its Federated Hermes MDT Large Cap Core ETF (FLCC) stake by 11% in Q2 2026, buying an estimated $82.5K and bringing the position to 25,071 shares worth $881K. The position accounts for ﹤0.01% of the portfolio, ranked #3704.

Envestnet Asset Management first reported a position in FLCC in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.96M in Q4 2024. 15 funds tracked by Wall St. Rank hold FLCC as of Q2 2026.

Envestnet Asset Management held 25,071 shares of Federated Hermes MDT Large Cap Core ETF worth $881K as of Q2 2026.
Envestnet Asset Management bought 2,415 Federated Hermes MDT Large Cap Core ETF shares in Q2 2026, an estimated $82.5K.
Federated Hermes MDT Large Cap Core ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3704 holding.
Envestnet Asset Management first reported a position in Federated Hermes MDT Large Cap Core ETF in Q4 2024 and has held it in 7 quarters since.
Envestnet Asset Management's Federated Hermes MDT Large Cap Core ETF position peaked at $4.96M in Q4 2024.
15 funds tracked by Wall St. Rank held Federated Hermes MDT Large Cap Core ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.