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 Q2	$1.04M	Buy	27,811 +397	+1%	+$13.5K	0.05%	310
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

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

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

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Intellus Advisors Naples, Florida $823M AUM 36.99% 1-Year Est. Return

FFB

First Financial Bankshares Abilene, Texas $5.34B AUM 28.75% 1-Year Est. Return

Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SIAS

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

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

FFC

Frederick Financial Consultants Frederick, Maryland $236M AUM 27.81% 1-Year Est. Return

Essex Financial Services's FSCC Position: Q2 2026 in Review

Essex Financial Services increased its Federated Hermes MDT Small Cap Core ETF (FSCC) stake by 1.4% in Q2 2026, buying an estimated $13.5K and bringing the position to 27,811 shares worth $1.04M. The position accounts for 0.05% of the portfolio, ranked #310.

Essex Financial Services first reported a position in FSCC in Q2 2025 and has held it in 5 quarters since. 40 funds tracked by Wall St. Rank hold FSCC as of Q2 2026.

Essex Financial Services held 27,811 shares of Federated Hermes MDT Small Cap Core ETF worth $1.04M as of Q2 2026.
Essex Financial Services bought 397 Federated Hermes MDT Small Cap Core ETF shares in Q2 2026, an estimated $13.5K.
Federated Hermes MDT Small Cap Core ETF made up 0.05% of Essex Financial Services's portfolio in Q2 2026, its #310 holding.
Essex Financial Services first reported a position in Federated Hermes MDT Small Cap Core ETF in Q2 2025 and has held it in 5 quarters since.
40 funds tracked by Wall St. Rank held Federated Hermes MDT Small Cap Core ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.