Wealth Enhancement Advisory Services
FLCV

Wealth Enhancement Advisory Services’s Federated Hermes MDT Large Cap Value ETF FLCV Stock Holding History

Wealth Enhancement Advisory Services’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 		$626K Sell
17,439
-139,777
-89% -$4.78M ﹤0.01% 2473
2026
Q1 		$5M Sell
157,216
-6,787
-4% -$217K 0.01% 901
2025
Q4 		$5.24M Sell
164,003
-204
-0.1% -$6.25K 0.01% 992
2025
Q3 		$5M Buy
164,207
+2,344
+1% +$70.4K 0.01% 948
2025
Q2 		$4.84M Buy
+161,863
New +$4.48M 0.01% 911

Other funds holding FLCV

SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
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's FLCV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Federated Hermes MDT Large Cap Value ETF (FLCV) stake by 89% in Q2 2026, selling an estimated $4.78M and leaving 17,439 shares worth $626K. The position accounts for ﹤0.01% of the portfolio, ranked #2473.

Wealth Enhancement Advisory Services first reported a position in FLCV in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.24M in Q4 2025. 17 funds tracked by Wall St. Rank hold FLCV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 17,439 shares of Federated Hermes MDT Large Cap Value ETF worth $626K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 139,777 Federated Hermes MDT Large Cap Value ETF shares in Q2 2026, an estimated $4.78M.
  • Federated Hermes MDT Large Cap Value ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2473 holding.
  • Wealth Enhancement Advisory Services first reported a position in Federated Hermes MDT Large Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's Federated Hermes MDT Large Cap Value ETF position peaked at $5.24M in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Federated Hermes MDT Large Cap Value ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.