Steward Partners Investment Advisory’s Federated Hermes MDT Large Cap Core ETF FLCC Stock Holding History

Steward Partners Investment Advisory’s Portfolio FLCC Stock Details FLCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.1M	Sell	31,325 -1,109	-3%	-$37.9K	0.01%	1239
2026 Q1	$1M	Buy	32,434 +1,376	+4%	+$44.1K	0.01%	1163
2025 Q4	$1.01M	Buy	31,058 +1,992	+7%	+$64K	0.01%	1061
2025 Q3	$932K	Buy	29,066 +5,726	+25%	+$179K	0.01%	1081
2025 Q2	$707K	Sell	23,340 -2,195	-9%	-$61K	0.01%	1135
2025 Q1	$689K	Buy	25,535 +15,522	+155%	+$441K	0.01%	1068
2024 Q4	$280K	Buy	+10,013	New	+$281K	﹤0.01%	1446

Other funds holding FLCC

TWA

Tulsa Wealth Advisors Tulsa, Oklahoma $710M AUM

SWAG

Spectrum Wealth Advisory Group Granite Bay, California $351M AUM 22.94% 1-Year Est. Return

BWP

BlueStem Wealth Partners Minnetonka, Minnesota $1B AUM 19.75% 1-Year Est. Return

GTS Financial Bloomington, Minnesota $137M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CCM

Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Steward Partners Investment Advisory's FLCC Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Federated Hermes MDT Large Cap Core ETF (FLCC) stake by 3.4% in Q2 2026, selling an estimated $37.9K and leaving 31,325 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #1239.

Steward Partners Investment Advisory first reported a position in FLCC in Q4 2024 and has held it in 7 quarters since. 27 funds tracked by Wall St. Rank hold FLCC as of Q2 2026.

Steward Partners Investment Advisory held 31,325 shares of Federated Hermes MDT Large Cap Core ETF worth $1.1M as of Q2 2026.
Steward Partners Investment Advisory sold 1,109 Federated Hermes MDT Large Cap Core ETF shares in Q2 2026, an estimated $37.9K.
Federated Hermes MDT Large Cap Core ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1239 holding.
Steward Partners Investment Advisory first reported a position in Federated Hermes MDT Large Cap Core ETF in Q4 2024 and has held it in 7 quarters since.
27 funds tracked by Wall St. Rank held Federated Hermes MDT Large Cap Core ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.