P
FLCC

&Partners’s Federated Hermes MDT Large Cap Core ETF FLCC Stock Holding History

&Partners’s Portfolio FLCC Stock Details FLCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.01M Sell
28,660
-188
-0.7% -$6.42K ﹤0.01% 1405
2026
Q1 		$892K Buy
28,848
+4,903
+20% +$157K ﹤0.01% 1367
2025
Q4 		$778K Buy
23,945
+867
+4% +$27.9K ﹤0.01% 1364
2025
Q3 		$740K Buy
23,078
+425
+2% +$13.3K ﹤0.01% 1235
2025
Q2 		$686K Buy
22,653
+2,142
+10% +$59.5K 0.01% 1177
2025
Q1 		$551K Buy
20,511
+4,009
+24% +$114K 0.01% 1092
2024
Q4 		$470K Buy
+16,502
New +$463K 0.01% 1099

Other funds holding FLCC

TWA
Tulsa Wealth Advisors Tulsa, Oklahoma $710M AUM
SWAG
Spectrum Wealth Advisory Group Granite Bay, California $351M AUM 22.94% 1-Year Est. Return
BWP
BlueStem Wealth Partners Minnetonka, Minnesota $1B AUM 19.75% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $137M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

&Partners's FLCC Position: Q2 2026 in Review

&Partners reduced its Federated Hermes MDT Large Cap Core ETF (FLCC) stake by 0.65% in Q2 2026, selling an estimated $6.42K and leaving 28,660 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

&Partners first reported a position in FLCC in Q4 2024 and has held it in 7 quarters since. 27 funds tracked by Wall St. Rank hold FLCC as of Q2 2026.

  • &Partners held 28,660 shares of Federated Hermes MDT Large Cap Core ETF worth $1.01M as of Q2 2026.
  • &Partners sold 188 Federated Hermes MDT Large Cap Core ETF shares in Q2 2026, an estimated $6.42K.
  • Federated Hermes MDT Large Cap Core ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1405 holding.
  • &Partners first reported a position in Federated Hermes MDT Large Cap Core ETF in Q4 2024 and has held it in 7 quarters since.
  • 27 funds tracked by Wall St. Rank held Federated Hermes MDT Large Cap Core ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.