SPIA
FLCC

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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWP
BlueStem Wealth Partners Minnetonka, Minnesota $900M AUM 15.24% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $126M AUM
Cambridge Investment Research Advisors
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Steward Partners Investment Advisory's FLCC Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Federated Hermes MDT Large Cap Core ETF (FLCC) stake by 4.4% in Q1 2026, buying an estimated $44.1K and bringing the position to 32,434 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #1163.

Steward Partners Investment Advisory first reported a position in FLCC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.01M in Q4 2025. 18 funds tracked by Wall St. Rank hold FLCC as of Q1 2026.

  • Steward Partners Investment Advisory held 32,434 shares of Federated Hermes MDT Large Cap Core ETF worth $1M as of Q1 2026.
  • Steward Partners Investment Advisory bought 1,376 Federated Hermes MDT Large Cap Core ETF shares in Q1 2026, an estimated $44.1K.
  • Federated Hermes MDT Large Cap Core ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1163 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 6 quarters since.
  • Steward Partners Investment Advisory's Federated Hermes MDT Large Cap Core ETF position peaked at $1.01M in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Federated Hermes MDT Large Cap Core ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.