KWA
FLCV

Kingswood Wealth Advisors’s Federated Hermes MDT Large Cap Value ETF FLCV Stock Holding History

Kingswood Wealth Advisors’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 		$1.21M Buy
33,765
+390
+1% +$13.3K 0.05% 369
2026
Q1 		$1.05M Buy
33,375
+4,150
+14% +$133K 0.05% 371
2025
Q4 		$909K Sell
29,225
-3,500
-11% -$107K 0.04% 372
2025
Q3 		$998K Buy
32,725
+3,625
+12% +$109K 0.06% 314
2025
Q2 		$857K Hold
29,100
– – 0.07% 292
2025
Q1 		$805K Buy
29,100
+300
+1% +$8.39K 0.07% 296
2024
Q4 		$781K Buy
+28,800
New +$802K 0.06% 327

Other funds holding FLCV

SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
FCU
Financial Concepts Unlimited Centreville, Maine $128M AUM
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
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

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

Kingswood Wealth Advisors increased its Federated Hermes MDT Large Cap Value ETF (FLCV) stake by 1.2% in Q2 2026, buying an estimated $13.3K and bringing the position to 33,765 shares worth $1.21M. The position accounts for 0.05% of the portfolio, ranked #369.

Kingswood Wealth Advisors first reported a position in FLCV in Q4 2024 and has held it in 7 quarters since. 17 funds tracked by Wall St. Rank hold FLCV as of Q2 2026.

  • Kingswood Wealth Advisors held 33,765 shares of Federated Hermes MDT Large Cap Value ETF worth $1.21M as of Q2 2026.
  • Kingswood Wealth Advisors bought 390 Federated Hermes MDT Large Cap Value ETF shares in Q2 2026, an estimated $13.3K.
  • Federated Hermes MDT Large Cap Value ETF made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #369 holding.
  • Kingswood Wealth Advisors first reported a position in Federated Hermes MDT Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 17 funds tracked by Wall St. Rank held Federated Hermes MDT Large Cap Value ETF as of Q2 2026.

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