HT
FSCC

Heritage Trust’s Federated Hermes MDT Small Cap Core ETF FSCC Stock Holding History

Heritage Trust’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 		$1.75M Buy
59,110
+19,572
+50% +$606K 0.18% 132
2025
Q4 		$1.19M Buy
+39,538
New +$1.18M 0.12% 154

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

Heritage Trust's FSCC Position: Q1 2026 in Review

Heritage Trust increased its Federated Hermes MDT Small Cap Core ETF (FSCC) stake by 50% in Q1 2026, buying an estimated $606K and bringing the position to 59,110 shares worth $1.75M. The position accounts for 0.18% of the portfolio, ranked #132.

Heritage Trust first reported a position in FSCC in Q4 2025 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold FSCC as of Q1 2026.

  • Heritage Trust held 59,110 shares of Federated Hermes MDT Small Cap Core ETF worth $1.75M as of Q1 2026.
  • Heritage Trust bought 19,572 Federated Hermes MDT Small Cap Core ETF shares in Q1 2026, an estimated $606K.
  • Federated Hermes MDT Small Cap Core ETF made up 0.18% of Heritage Trust's portfolio in Q1 2026, its #132 holding.
  • Heritage Trust first reported a position in Federated Hermes MDT Small Cap Core ETF in Q4 2025 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Federated Hermes MDT Small Cap Core ETF as of Q1 2026.

Based on Heritage Trust's 13F filing for Q1 2026, filed 13 May 2026.