IAA
FLCG

Independent Advisor Alliance’s Federated Hermes MDT Large Cap Growth ETF FLCG Stock Holding History

Independent Advisor Alliance’s Portfolio FLCG Stock Details FLCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-112,220
Closed -$3.36M – 1666
2026
Q1 		$3.36M Buy
+112,220
New +$3.55M 0.04% 411

Other funds holding FLCG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SIAS
Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Independent Advisor Alliance's FLCG Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Federated Hermes MDT Large Cap Growth ETF (FLCG) in Q2 2026, closing a stake of 112,220 shares — an estimated $3.36M sold.

Independent Advisor Alliance first reported a position in FLCG in Q1 2026 and held it in 1 quarter. The position peaked at $3.36M in Q1 2026. 33 funds tracked by Wall St. Rank hold FLCG as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Federated Hermes MDT Large Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 112,220 Federated Hermes MDT Large Cap Growth ETF shares in Q2 2026, an estimated $3.36M.
  • Independent Advisor Alliance first reported a position in Federated Hermes MDT Large Cap Growth ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Federated Hermes MDT Large Cap Growth ETF position peaked at $3.36M in Q1 2026.
  • 33 funds tracked by Wall St. Rank held Federated Hermes MDT Large Cap Growth ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.