PWS
FLCC

Proactive Wealth Strategies’s Federated Hermes MDT Large Cap Core ETF FLCC Stock Holding History

Proactive Wealth Strategies’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 		$623K Buy
+17,720
New +$606K 0.1% 135

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Proactive Wealth Strategies's FLCC Position: Q2 2026 in Review

Proactive Wealth Strategies opened a new position in Federated Hermes MDT Large Cap Core ETF (FLCC) in Q2 2026: 17,720 shares worth $623K. The stake represents 0.1% of the portfolio and ranks #135 among its holdings.

17 funds tracked by Wall St. Rank hold FLCC as of Q2 2026.

  • Proactive Wealth Strategies held 17,720 shares of Federated Hermes MDT Large Cap Core ETF worth $623K as of Q2 2026.
  • Federated Hermes MDT Large Cap Core ETF was a new Proactive Wealth Strategies position in Q2 2026.
  • Federated Hermes MDT Large Cap Core ETF made up 0.1% of Proactive Wealth Strategies's portfolio in Q2 2026, its #135 holding.
  • 17 funds tracked by Wall St. Rank held Federated Hermes MDT Large Cap Core ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.