FCU
FSCC

Financial Concepts Unlimited’s Federated Hermes MDT Small Cap Core ETF FSCC Stock Holding History

Financial Concepts Unlimited’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 		$7.54M Buy
201,958
+1,003
+0.5% +$34K 5.91% 6
2026
Q1 		$5.97M Buy
+200,955
New +$6.22M 5.35% 6

Other funds holding FSCC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM
IA
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
NB
Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return
Truist Financial
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
P
&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

Financial Concepts Unlimited's FSCC Position: Q2 2026 in Review

Financial Concepts Unlimited increased its Federated Hermes MDT Small Cap Core ETF (FSCC) stake by 0.5% in Q2 2026, buying an estimated $34K and bringing the position to 201,958 shares worth $7.54M. The position accounts for 5.91% of the portfolio, ranked #6.

Financial Concepts Unlimited first reported a position in FSCC in Q1 2026 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold FSCC as of Q2 2026.

  • Financial Concepts Unlimited held 201,958 shares of Federated Hermes MDT Small Cap Core ETF worth $7.54M as of Q2 2026.
  • Financial Concepts Unlimited bought 1,003 Federated Hermes MDT Small Cap Core ETF shares in Q2 2026, an estimated $34K.
  • Federated Hermes MDT Small Cap Core ETF made up 5.91% of Financial Concepts Unlimited's portfolio in Q2 2026, its #6 holding.
  • Financial Concepts Unlimited first reported a position in Federated Hermes MDT Small Cap Core ETF in Q1 2026 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held Federated Hermes MDT Small Cap Core ETF as of Q2 2026.

Based on Financial Concepts Unlimited's 13F filing for Q2 2026, filed 6 Aug 2026.