KINGSWOOD WEALTH ADVISORS, LLC FLCG — FEDERATED HME MDT LAR GRW ETF NAV CF

Ownership history in KINGSWOOD WEALTH ADVISORS, LLC  ·  6 quarters on record

AI Ownership Summary

KINGSWOOD WEALTH ADVISORS, LLC reported FEDERATED HME MDT LAR GRW ETF NAV CF (FLCG) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.05% in 2025 Q2. The latest visible filing shows FLCG at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FLCG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KINGSWOOD WEALTH ADVISORS, LLC's position in FEDERATED HME MDT LAR GRW ETF NAV CF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FLCG was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FLCG stock page KINGSWOOD WEALTH ADVISORS, LLC fund profile KINGSWOOD WEALTH ADVISORS, LLC full holdings
How KINGSWOOD WEALTH ADVISORS, LLC held FLCG — position size vs. price
% of Fund (quarterly)    FLCG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 21,941 +4,935 +29.0% 0.03% $656K 2026-04-28 $33.31
2025 Q4 REDUCED 9.6% -9.6% ✅ 17,006 -1,800 -9.6% 0.03% $562K 2026-01-28 $32.78
2025 Q3 REDUCED — — — 18,806 -475 -2.5% 0.04% $614K 2025-10-23 $32.68
2025 Q2 REDUCED — — — 19,281 -400 -2.0% 0.05% $582K 2025-07-23 $30.95
2025 Q1 REDUCED — — — 19,681 -120 -0.6% 0.02% $508K 2025-04-21 $23.69
2024 Q4 INITIATED — — — 19,801 — — 0.04% $561K 2025-01-22 $29.55

🏢 Other funds also holding FLCG

As of 2026 Q2 — sorted by position size

Summit Investment Advisory Services, LLC 3Y 6.66% Towerpoint Wealth, LLC 3Y 7Y 0.83% BENJAMIN EDWARDS INC 3Y 7Y 0.41% Somerset Trust Co 3Y 7Y 0.39% DAVENPORT & Co LLC 3Y 7Y 0.03% Pine Valley Investments Ltd Liability Co 3Y 0.02% Wilkerson Advisory Group LLC 0.01%

FAQ About KINGSWOOD WEALTH ADVISORS, LLC and FLCG

These are the practical questions this page is built to answer before you even open the full history table.

How long has KINGSWOOD WEALTH ADVISORS, LLC reported owning FLCG?

KINGSWOOD WEALTH ADVISORS, LLC reported FLCG across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported FLCG position in KINGSWOOD WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for FLCG was 0.05% in 2025 Q2.

What is the latest reported FLCG position on this page?

The most recent filing on this page is 2026 Q1, when KINGSWOOD WEALTH ADVISORS, LLC reported 21,941 shares, equal to 0.03% of portfolio, with an estimated market value of $656K.

What does the chart on this FLCG ownership page compare?

The chart compares KINGSWOOD WEALTH ADVISORS, LLC's quarterly FLCG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did KINGSWOOD WEALTH ADVISORS, LLC time their FLCG position?

Based on 13F filing dates vs. subsequent FLCG price moves, KINGSWOOD WEALTH ADVISORS, LLC correctly timed 0 out of 5 reported position changes (0%). The annualised alpha on FLCG relative to SPY over the holding period was -4.2%.

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