PWS
FLCV

Proactive Wealth Strategies’s Federated Hermes MDT Large Cap Value ETF FLCV Stock Holding History

Proactive Wealth Strategies’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
Q2 		$590K Buy
+16,460
New +$563K 0.09% 138

Other funds holding FLCV

FCU
Financial Concepts Unlimited Centreville, Maine $128M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $2.48B AUM 36.19% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
CFP
Comprehensive Financial Planning East Petersburg, Pennsylvania $188M AUM 48.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Proactive Wealth Strategies opened a new position in Federated Hermes MDT Large Cap Value ETF (FLCV) in Q2 2026: 16,460 shares worth $590K. The stake represents 0.09% of the portfolio and ranks #138 among its holdings.

15 funds tracked by Wall St. Rank hold FLCV as of Q2 2026.

  • Proactive Wealth Strategies held 16,460 shares of Federated Hermes MDT Large Cap Value ETF worth $590K as of Q2 2026.
  • Federated Hermes MDT Large Cap Value ETF was a new Proactive Wealth Strategies position in Q2 2026.
  • Federated Hermes MDT Large Cap Value ETF made up 0.09% of Proactive Wealth Strategies's portfolio in Q2 2026, its #138 holding.
  • 15 funds tracked by Wall St. Rank held Federated Hermes MDT Large Cap Value ETF as of Q2 2026.

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