PVI
FLCG

Pine Valley Investments’s Federated Hermes MDT Large Cap Growth ETF FLCG Stock Holding History

Pine Valley Investments’s Portfolio FLCG Stock Details FLCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$428K Buy
14,319
+254
+2% +$8.03K 0.02% 408
2025
Q4 		$465K Buy
14,065
+3,598
+34% +$118K 0.02% 371
2025
Q3 		$342K Buy
+10,467
New +$328K 0.02% 421

Other funds holding FLCG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Pine Valley Investments's FLCG Position: Q1 2026 in Review

Pine Valley Investments increased its Federated Hermes MDT Large Cap Growth ETF (FLCG) stake by 1.8% in Q1 2026, buying an estimated $8.03K and bringing the position to 14,319 shares worth $428K. The position accounts for 0.02% of the portfolio, ranked #408.

Pine Valley Investments first reported a position in FLCG in Q3 2025 and has held it in 3 quarters since. The position peaked at $465K in Q4 2025. 33 funds tracked by Wall St. Rank hold FLCG as of Q1 2026.

  • Pine Valley Investments held 14,319 shares of Federated Hermes MDT Large Cap Growth ETF worth $428K as of Q1 2026.
  • Pine Valley Investments bought 254 Federated Hermes MDT Large Cap Growth ETF shares in Q1 2026, an estimated $8.03K.
  • Federated Hermes MDT Large Cap Growth ETF made up 0.02% of Pine Valley Investments's portfolio in Q1 2026, its #408 holding.
  • Pine Valley Investments first reported a position in Federated Hermes MDT Large Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Pine Valley Investments's Federated Hermes MDT Large Cap Growth ETF position peaked at $465K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held Federated Hermes MDT Large Cap Growth ETF as of Q1 2026.

Based on Pine Valley Investments's 13F filing for Q1 2026, filed 8 Jun 2026.