EFS
FSCC

Essex Financial Services’s Federated Hermes MDT Small Cap Core ETF FSCC Stock Holding History

Essex Financial Services’s Portfolio FSCC Stock Details FSCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$814K Buy
27,414
+1,615
+6% +$50K 0.05% 334
2025
Q4 		$774K Buy
25,799
+670
+3% +$20K 0.04% 340
2025
Q3 		$743K Buy
25,129
+5,559
+28% +$156K 0.04% 333
2025
Q2 		$510K Buy
+19,570
New +$471K 0.03% 403

Other funds holding FSCC

PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FFC
Frederick Financial Consultants Frederick, Maryland $201M AUM 21.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
FCU
Financial Concepts Unlimited Centreville, Maine $112M AUM

Essex Financial Services's FSCC Position: Q1 2026 in Review

Essex Financial Services increased its Federated Hermes MDT Small Cap Core ETF (FSCC) stake by 6.3% in Q1 2026, buying an estimated $50K and bringing the position to 27,414 shares worth $814K. The position accounts for 0.05% of the portfolio, ranked #334.

Essex Financial Services first reported a position in FSCC in Q2 2025 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold FSCC as of Q1 2026.

  • Essex Financial Services held 27,414 shares of Federated Hermes MDT Small Cap Core ETF worth $814K as of Q1 2026.
  • Essex Financial Services bought 1,615 Federated Hermes MDT Small Cap Core ETF shares in Q1 2026, an estimated $50K.
  • Federated Hermes MDT Small Cap Core ETF made up 0.05% of Essex Financial Services's portfolio in Q1 2026, its #334 holding.
  • Essex Financial Services first reported a position in Federated Hermes MDT Small Cap Core ETF in Q2 2025 and has held it in 4 quarters since.
  • 33 funds tracked by Wall St. Rank held Federated Hermes MDT Small Cap Core ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.