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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWP
BlueStem Wealth Partners Minnetonka, Minnesota $900M AUM 15.24% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $126M AUM
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
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 22.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

&Partners's FLCC Position: Q1 2026 in Review

&Partners increased its Federated Hermes MDT Large Cap Core ETF (FLCC) stake by 20% in Q1 2026, buying an estimated $157K and bringing the position to 28,848 shares worth $892K. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

&Partners first reported a position in FLCC in Q4 2024 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold FLCC as of Q1 2026.

  • &Partners held 28,848 shares of Federated Hermes MDT Large Cap Core ETF worth $892K as of Q1 2026.
  • &Partners bought 4,903 Federated Hermes MDT Large Cap Core ETF shares in Q1 2026, an estimated $157K.
  • Federated Hermes MDT Large Cap Core ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1367 holding.
  • &Partners first reported a position in Federated Hermes MDT Large Cap Core ETF in Q4 2024 and has held it in 6 quarters since.
  • 18 funds tracked by Wall St. Rank held Federated Hermes MDT Large Cap Core ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.