FCU
FLCV

Financial Concepts Unlimited’s Federated Hermes MDT Large Cap Value ETF FLCV Stock Holding History

Financial Concepts Unlimited’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 		$11M Sell
307,724
-3,139
-1% -$107K 8.65% 4
2026
Q1 		$9.79M Buy
+310,863
New +$9.95M 8.78% 4

Other funds holding FLCV

SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Concepts Unlimited's FLCV Position: Q2 2026 in Review

Financial Concepts Unlimited reduced its Federated Hermes MDT Large Cap Value ETF (FLCV) stake by 1% in Q2 2026, selling an estimated $107K and leaving 307,724 shares worth $11M. The position accounts for 8.65% of the portfolio, ranked #4.

Financial Concepts Unlimited first reported a position in FLCV in Q1 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold FLCV as of Q2 2026.

  • Financial Concepts Unlimited held 307,724 shares of Federated Hermes MDT Large Cap Value ETF worth $11M as of Q2 2026.
  • Financial Concepts Unlimited sold 3,139 Federated Hermes MDT Large Cap Value ETF shares in Q2 2026, an estimated $107K.
  • Federated Hermes MDT Large Cap Value ETF made up 8.65% of Financial Concepts Unlimited's portfolio in Q2 2026, its #4 holding.
  • Financial Concepts Unlimited first reported a position in Federated Hermes MDT Large Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Federated Hermes MDT Large Cap Value ETF as of Q2 2026.

Based on Financial Concepts Unlimited's 13F filing for Q2 2026, filed 6 Aug 2026.