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

Towerpoint Wealth’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 Q2	$2.4M	Buy	72,050 +3,095	+4%	+$103K	0.83%	26
2026 Q1	$2.06M	Buy	68,955 +7,570	+12%	+$239K	0.83%	28
2025 Q4	$2.03M	Buy	61,385 +1,518	+3%	+$49.8K	0.8%	26
2025 Q3	$1.95M	Buy	59,867 +13,398	+29%	+$420K	0.8%	27
2025 Q2	$1.4M	Buy	46,469 +6,949	+18%	+$189K	0.62%	34
2025 Q1	$1.02M	Buy	39,520 +5,523	+16%	+$155K	0.51%	36
2024 Q4	$962K	Buy	+33,997	New	+$953K	0.47%	36

Other funds holding FLCG

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

SIAS

Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Towerpoint Wealth's FLCG Position: Q2 2026 in Review

Towerpoint Wealth increased its Federated Hermes MDT Large Cap Growth ETF (FLCG) stake by 4.5% in Q2 2026, buying an estimated $103K and bringing the position to 72,050 shares worth $2.4M. The position accounts for 0.83% of the portfolio, ranked #26.

Towerpoint Wealth first reported a position in FLCG in Q4 2024 and has held it in 7 quarters since. 33 funds tracked by Wall St. Rank hold FLCG as of Q2 2026.

Towerpoint Wealth held 72,050 shares of Federated Hermes MDT Large Cap Growth ETF worth $2.4M as of Q2 2026.
Towerpoint Wealth bought 3,095 Federated Hermes MDT Large Cap Growth ETF shares in Q2 2026, an estimated $103K.
Federated Hermes MDT Large Cap Growth ETF made up 0.83% of Towerpoint Wealth's portfolio in Q2 2026, its #26 holding.
Towerpoint Wealth first reported a position in Federated Hermes MDT Large Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
33 funds tracked by Wall St. Rank held Federated Hermes MDT Large Cap Growth ETF as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.