SPIA
FLCV

Steward Partners Investment Advisory’s Federated Hermes MDT Large Cap Value ETF FLCV Stock Holding History

Steward Partners Investment Advisory’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 		$17.4M Buy
484,579
+15,608
+3% +$534K 0.09% 226
2026
Q1 		$14.8M Buy
468,971
+32,518
+7% +$1.04M 0.08% 240
2025
Q4 		$13.6M Buy
436,453
+63,601
+17% +$1.95M 0.07% 237
2025
Q3 		$11.4M Buy
372,852
+72,879
+24% +$2.19M 0.07% 259
2025
Q2 		$8.84M Sell
299,973
-1,006
-0.3% -$27.8K 0.07% 281
2025
Q1 		$8.32M Buy
300,979
+254,896
+553% +$7.13M 0.07% 277
2024
Q4 		$1.25M Buy
46,083
+43,276
+1,542% +$1.2M 0.01% 798
2024
Q3 		$75.8K Buy
+2,807
New +$72.7K ﹤0.01% 2024

Other funds holding FLCV

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
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 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

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

Steward Partners Investment Advisory increased its Federated Hermes MDT Large Cap Value ETF (FLCV) stake by 3.3% in Q2 2026, buying an estimated $534K and bringing the position to 484,579 shares worth $17.4M. The position accounts for 0.09% of the portfolio, ranked #226.

Steward Partners Investment Advisory first reported a position in FLCV in Q3 2024 and has held it in 8 quarters since. 17 funds tracked by Wall St. Rank hold FLCV as of Q2 2026.

  • Steward Partners Investment Advisory held 484,579 shares of Federated Hermes MDT Large Cap Value ETF worth $17.4M as of Q2 2026.
  • Steward Partners Investment Advisory bought 15,608 Federated Hermes MDT Large Cap Value ETF shares in Q2 2026, an estimated $534K.
  • Federated Hermes MDT Large Cap Value ETF made up 0.09% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #226 holding.
  • Steward Partners Investment Advisory first reported a position in Federated Hermes MDT Large Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 17 funds tracked by Wall St. Rank held Federated Hermes MDT Large Cap Value ETF as of Q2 2026.

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