Proactive Wealth Strategies
FLCV icon

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
Q3 		$1.35M Buy
37,616
+21,156
+129% +$781K 0.21% 103
2026
Q2 		$590K Buy
+16,460
New +$563K 0.09% 138

Other funds holding FLCV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Financial Concepts Unlimited
Financial Concepts Unlimited Centreville, Maine $128M AUM
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
CFP
Comprehensive Financial Planning East Petersburg, Pennsylvania $185M AUM 41.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Allegheny Financial Group
Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Prosperity Financial Group
Prosperity Financial Group San Ramon, California $341M AUM 26% 1-Year Est. Return

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

Proactive Wealth Strategies increased its Federated Hermes MDT Large Cap Value ETF (FLCV) stake by 129% in Q3 2026, buying an estimated $781K and bringing the position to 37,616 shares worth $1.35M. The position accounts for 0.21% of the portfolio, ranked #103.

Proactive Wealth Strategies first reported a position in FLCV in Q2 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold FLCV as of Q3 2026.

  • Proactive Wealth Strategies held 37,616 shares of Federated Hermes MDT Large Cap Value ETF worth $1.35M as of Q3 2026.
  • Proactive Wealth Strategies bought 21,156 Federated Hermes MDT Large Cap Value ETF shares in Q3 2026, an estimated $781K.
  • Federated Hermes MDT Large Cap Value ETF made up 0.21% of Proactive Wealth Strategies's portfolio in Q3 2026, its #103 holding.
  • Proactive Wealth Strategies first reported a position in Federated Hermes MDT Large Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Federated Hermes MDT Large Cap Value ETF as of Q3 2026.

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