LI
FLCV

LRI Investments’s Federated Hermes MDT Large Cap Value ETF FLCV Stock Holding History

LRI Investments’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 		$489K Hold
13,631
– – 0.04% 191
2026
Q1 		$429K Buy
+13,631
New +$436K 0.04% 194

Other funds holding FLCV

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
SFGM
Stonebridge Financial Group (Missouri) St. Louis, Missouri $151M AUM

LRI Investments's FLCV Position: Q2 2026 in Review

LRI Investments held its Federated Hermes MDT Large Cap Value ETF (FLCV) position steady in Q2 2026 at 13,631 shares worth $489K. The position accounts for 0.04% of the portfolio, ranked #191.

LRI Investments first reported a position in FLCV in Q1 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold FLCV as of Q2 2026.

  • LRI Investments held 13,631 shares of Federated Hermes MDT Large Cap Value ETF worth $489K as of Q2 2026.
  • LRI Investments left its Federated Hermes MDT Large Cap Value ETF share count unchanged in Q2 2026.
  • Federated Hermes MDT Large Cap Value ETF made up 0.04% of LRI Investments's portfolio in Q2 2026, its #191 holding.
  • LRI Investments first reported a position in Federated Hermes MDT Large Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held Federated Hermes MDT Large Cap Value ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.