SWM
FLCG

SHP Wealth Management’s Federated Hermes MDT Large Cap Growth ETF FLCG Stock Holding History

SHP Wealth Management’s Portfolio FLCG Stock Details FLCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,631
Closed -$87K – 1924
2025
Q4 		$87K Buy
+2,631
New +$86.3K 0.01% 374

Other funds holding FLCG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

SHP Wealth Management's FLCG Position: Q1 2026 in Review

SHP Wealth Management sold out of Federated Hermes MDT Large Cap Growth ETF (FLCG) in Q1 2026, closing a stake of 2,631 shares — an estimated $87K sold.

SHP Wealth Management first reported a position in FLCG in Q4 2025 and held it in 1 quarter. The position peaked at $87K in Q4 2025. 33 funds tracked by Wall St. Rank hold FLCG as of Q1 2026.

  • SHP Wealth Management reported no remaining Federated Hermes MDT Large Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • SHP Wealth Management sold 2,631 Federated Hermes MDT Large Cap Growth ETF shares in Q1 2026, an estimated $87K.
  • SHP Wealth Management first reported a position in Federated Hermes MDT Large Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • SHP Wealth Management's Federated Hermes MDT Large Cap Growth ETF position peaked at $87K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held Federated Hermes MDT Large Cap Growth ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.