LPL Financial
FLCV

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

LPL Financial’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 		$9.44M Buy
263,376
+133,559
+103% +$4.57M ﹤0.01% 2202
2026
Q1 		$4.09M Buy
+129,817
New +$4.16M ﹤0.01% 2816

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
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

LPL Financial's FLCV Position: Q2 2026 in Review

LPL Financial increased its Federated Hermes MDT Large Cap Value ETF (FLCV) stake by 103% in Q2 2026, buying an estimated $4.57M and bringing the position to 263,376 shares worth $9.44M. The position accounts for ﹤0.01% of the portfolio, ranked #2202.

LPL Financial 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.

  • LPL Financial held 263,376 shares of Federated Hermes MDT Large Cap Value ETF worth $9.44M as of Q2 2026.
  • LPL Financial bought 133,559 Federated Hermes MDT Large Cap Value ETF shares in Q2 2026, an estimated $4.57M.
  • Federated Hermes MDT Large Cap Value ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2202 holding.
  • LPL Financial 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 LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.