PVI
FLCV

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

Pine Valley 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
Q1 		$240K Buy
7,603
+125
+2% +$4K 0.01% 506
2025
Q4 		$234K Buy
7,478
+828
+12% +$25.3K 0.01% 500
2025
Q3 		$203K Buy
+6,650
New +$200K 0.01% 521

Other funds holding FLCV

SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
FCU
Financial Concepts Unlimited Centreville, Maine $112M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $2.11B AUM 27.11% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return
CFP
Comprehensive Financial Planning East Petersburg, Pennsylvania $144M AUM 25.61% 1-Year Est. Return

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

Pine Valley Investments increased its Federated Hermes MDT Large Cap Value ETF (FLCV) stake by 1.7% in Q1 2026, buying an estimated $4K and bringing the position to 7,603 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #506.

Pine Valley Investments first reported a position in FLCV in Q3 2025 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold FLCV as of Q1 2026.

  • Pine Valley Investments held 7,603 shares of Federated Hermes MDT Large Cap Value ETF worth $240K as of Q1 2026.
  • Pine Valley Investments bought 125 Federated Hermes MDT Large Cap Value ETF shares in Q1 2026, an estimated $4K.
  • Federated Hermes MDT Large Cap Value ETF made up 0.01% of Pine Valley Investments's portfolio in Q1 2026, its #506 holding.
  • Pine Valley Investments first reported a position in Federated Hermes MDT Large Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held Federated Hermes MDT Large Cap Value ETF as of Q1 2026.

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