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 Q3	$1.14M	Sell	31,685 -404	-1%	-$14.9K	0.33%	86
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%	-$9.6K	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

Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Financial Concepts Unlimited Centreville, Maine $128M AUM

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

CFP

Comprehensive Financial Planning East Petersburg, Pennsylvania $185M AUM 41.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return

Proactive Wealth Strategies Marietta, Georgia $648M AUM 25.33% 1-Year Est. Return

Prosperity Financial Group's FLCV Position: Q3 2026 in Review

Prosperity Financial Group reduced its Federated Hermes MDT Large Cap Value ETF (FLCV) stake by 1.3% in Q3 2026, selling an estimated $14.9K and leaving 31,685 shares worth $1.14M. The position accounts for 0.33% of the portfolio, ranked #86.

Prosperity Financial Group first reported a position in FLCV in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.15M in Q2 2026. 23 funds tracked by Wall St. Rank hold FLCV as of Q3 2026.

Prosperity Financial Group held 31,685 shares of Federated Hermes MDT Large Cap Value ETF worth $1.14M as of Q3 2026.
Prosperity Financial Group sold 404 Federated Hermes MDT Large Cap Value ETF shares in Q3 2026, an estimated $14.9K.
Federated Hermes MDT Large Cap Value ETF made up 0.33% of Prosperity Financial Group's portfolio in Q3 2026, its #86 holding.
Prosperity Financial Group first reported a position in Federated Hermes MDT Large Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
Prosperity Financial Group's Federated Hermes MDT Large Cap Value ETF position peaked at $1.15M in Q2 2026.
23 funds tracked by Wall St. Rank held Federated Hermes MDT Large Cap Value ETF as of Q3 2026.

Based on Prosperity Financial Group's 13F filing for Q3 2026, filed 29 Oct 2026.