PFG
FLCV

Prosperity Financial Group’s Federated Hermes MDT Large Cap Value ETF FLCV Stock Holding History

Prosperity Financial Group’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 		$1.15M Buy
32,089
+467
+1% +$16K 0.36% 80
2026
Q1 		$996K Buy
31,622
+458
+1% +$14.7K 0.37% 80
2025
Q4 		$970K Buy
31,164
+259
+0.8% +$7.93K 0.35% 75
2025
Q3 		$942K Sell
30,905
-318
-1% -$9.55K 0.34% 81
2025
Q2 		$920K Sell
31,223
-389
-1% -$10.8K 0.39% 65
2025
Q1 		$874K Buy
31,612
+6,422
+25% +$180K 0.44% 61
2024
Q4 		$683K Buy
+25,190
New +$701K 0.34% 76

Other funds holding FLCV

SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
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
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

Prosperity Financial Group's FLCV Position: Q2 2026 in Review

Prosperity Financial Group increased its Federated Hermes MDT Large Cap Value ETF (FLCV) stake by 1.5% in Q2 2026, buying an estimated $16K and bringing the position to 32,089 shares worth $1.15M. The position accounts for 0.36% of the portfolio, ranked #80.

Prosperity Financial Group first reported a position in FLCV in Q4 2024 and has held it in 7 quarters since. 17 funds tracked by Wall St. Rank hold FLCV as of Q2 2026.

  • Prosperity Financial Group held 32,089 shares of Federated Hermes MDT Large Cap Value ETF worth $1.15M as of Q2 2026.
  • Prosperity Financial Group bought 467 Federated Hermes MDT Large Cap Value ETF shares in Q2 2026, an estimated $16K.
  • Federated Hermes MDT Large Cap Value ETF made up 0.36% of Prosperity Financial Group's portfolio in Q2 2026, its #80 holding.
  • Prosperity Financial Group first reported a position in Federated Hermes MDT Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 17 funds tracked by Wall St. Rank held Federated Hermes MDT Large Cap Value ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.