UBS Group
FLCC

UBS Group’s Federated Hermes MDT Large Cap Core ETF FLCC Stock Holding History

UBS Group’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 		– Sell
-120
Closed -$3.9K – 11371
2025
Q4 		$3.9K Sell
120
-134
-53% -$4.31K ﹤0.01% 8926
2025
Q3 		$8.14K Sell
254
-147
-37% -$4.6K ﹤0.01% 8680
2025
Q2 		$12.1K Buy
+401
New +$11.1K ﹤0.01% 8749

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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 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

UBS Group's FLCC Position: Q1 2026 in Review

UBS Group sold out of Federated Hermes MDT Large Cap Core ETF (FLCC) in Q1 2026, closing a stake of 120 shares — an estimated $3.9K sold.

UBS Group first reported a position in FLCC in Q2 2025 and held it in 3 quarters. The position peaked at $12.1K in Q2 2025. 18 funds tracked by Wall St. Rank hold FLCC as of Q1 2026.

  • UBS Group reported no remaining Federated Hermes MDT Large Cap Core ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 120 Federated Hermes MDT Large Cap Core ETF shares in Q1 2026, an estimated $3.9K.
  • UBS Group first reported a position in Federated Hermes MDT Large Cap Core ETF in Q2 2025 and held it in 3 quarters.
  • UBS Group's Federated Hermes MDT Large Cap Core ETF position peaked at $12.1K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held Federated Hermes MDT Large Cap Core ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.