Proactive Wealth Strategies
FLCC icon

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
Q3 		$1.45M Buy
39,852
+22,132
+125% +$803K 0.22% 98
2026
Q2 		$623K Buy
+17,720
New +$606K 0.1% 135

Other funds holding FLCC

Spectrum Wealth Advisory Group
Spectrum Wealth Advisory Group Granite Bay, California $354M AUM 15.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Cox Capital Management
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
1620 Investment Advisors
1620 Investment Advisors Plymouth, Massachusetts $160M AUM 20.87% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
Victory Financial Group
Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

Proactive Wealth Strategies's FLCC Position: Q3 2026 in Review

Proactive Wealth Strategies increased its Federated Hermes MDT Large Cap Core ETF (FLCC) stake by 125% in Q3 2026, buying an estimated $803K and bringing the position to 39,852 shares worth $1.45M. The position accounts for 0.22% of the portfolio, ranked #98.

Proactive Wealth Strategies first reported a position in FLCC in Q2 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold FLCC as of Q3 2026.

  • Proactive Wealth Strategies held 39,852 shares of Federated Hermes MDT Large Cap Core ETF worth $1.45M as of Q3 2026.
  • Proactive Wealth Strategies bought 22,132 Federated Hermes MDT Large Cap Core ETF shares in Q3 2026, an estimated $803K.
  • Federated Hermes MDT Large Cap Core ETF made up 0.22% of Proactive Wealth Strategies's portfolio in Q3 2026, its #98 holding.
  • Proactive Wealth Strategies first reported a position in Federated Hermes MDT Large Cap Core ETF in Q2 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Federated Hermes MDT Large Cap Core ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.