FCU
MKTN

Financial Concepts Unlimited’s Federated Hermes MDT Market Neutral ETF MKTN Stock Holding History

Financial Concepts Unlimited’s Portfolio MKTN Stock Details MKTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.27M Buy
202,773
+1,465
+0.7% +$37.6K 4.13% 9
2026
Q1 		$5.23M Buy
+201,308
New +$5.16M 4.68% 8

Other funds holding MKTN

Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
FFC
Frederick Financial Consultants Frederick, Maryland $236M AUM 27.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return
EW
Elyxium Wealth San Mateo, California $952M AUM 43.58% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Financial Concepts Unlimited increased its Federated Hermes MDT Market Neutral ETF (MKTN) stake by 0.73% in Q2 2026, buying an estimated $37.6K and bringing the position to 202,773 shares worth $5.27M. The position accounts for 4.13% of the portfolio, ranked #9.

Financial Concepts Unlimited first reported a position in MKTN in Q1 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold MKTN as of Q2 2026.

  • Financial Concepts Unlimited held 202,773 shares of Federated Hermes MDT Market Neutral ETF worth $5.27M as of Q2 2026.
  • Financial Concepts Unlimited bought 1,465 Federated Hermes MDT Market Neutral ETF shares in Q2 2026, an estimated $37.6K.
  • Federated Hermes MDT Market Neutral ETF made up 4.13% of Financial Concepts Unlimited's portfolio in Q2 2026, its #9 holding.
  • Financial Concepts Unlimited first reported a position in Federated Hermes MDT Market Neutral ETF in Q1 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Federated Hermes MDT Market Neutral ETF as of Q2 2026.

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