Kingswood Wealth Advisors’s Federated Hermes MDT Large Cap Growth ETF FLCG Stock Holding History

Kingswood Wealth Advisors’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	$787K	Buy	23,641 +1,700	+8%	+$56.5K	0.03%	477
2026 Q1	$656K	Buy	21,941 +4,935	+29%	+$156K	0.03%	481
2025 Q4	$562K	Sell	17,006 -1,800	-10%	-$59K	0.03%	490
2025 Q3	$614K	Sell	18,806 -475	-2%	-$14.9K	0.04%	430
2025 Q2	$582K	Sell	19,281 -400	-2%	-$10.9K	0.05%	375
2025 Q1	$508K	Sell	19,681 -120	-0.6%	-$3.38K	0.05%	393
2024 Q4	$561K	Buy	+19,801	New	+$555K	0.04%	409

Other funds holding FLCG

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Kingswood Wealth Advisors's FLCG Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Federated Hermes MDT Large Cap Growth ETF (FLCG) stake by 7.7% in Q2 2026, buying an estimated $56.5K and bringing the position to 23,641 shares worth $787K. The position accounts for 0.03% of the portfolio, ranked #477.

Kingswood Wealth Advisors first reported a position in FLCG in Q4 2024 and has held it in 7 quarters since. 33 funds tracked by Wall St. Rank hold FLCG as of Q2 2026.

Kingswood Wealth Advisors held 23,641 shares of Federated Hermes MDT Large Cap Growth ETF worth $787K as of Q2 2026.
Kingswood Wealth Advisors bought 1,700 Federated Hermes MDT Large Cap Growth ETF shares in Q2 2026, an estimated $56.5K.
Federated Hermes MDT Large Cap Growth ETF made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #477 holding.
Kingswood Wealth Advisors first reported a position in Federated Hermes MDT Large Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
33 funds tracked by Wall St. Rank held Federated Hermes MDT Large Cap Growth ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.