KPWS
FSCC

Kestra Private Wealth Services’s Federated Hermes MDT Small Cap Core ETF FSCC Stock Holding History

Kestra Private Wealth 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 		$1.17M Sell
31,325
-584
-2% -$19.8K 0.01% 817
2026
Q1 		$947K Buy
31,909
+11,632
+57% +$360K 0.01% 863
2025
Q4 		$609K Buy
+20,277
New +$605K 0.01% 1056

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

Kestra Private Wealth Services's FSCC Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Federated Hermes MDT Small Cap Core ETF (FSCC) stake by 1.8% in Q2 2026, selling an estimated $19.8K and leaving 31,325 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #817.

Kestra Private Wealth Services first reported a position in FSCC in Q4 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold FSCC as of Q2 2026.

  • Kestra Private Wealth Services held 31,325 shares of Federated Hermes MDT Small Cap Core ETF worth $1.17M as of Q2 2026.
  • Kestra Private Wealth Services sold 584 Federated Hermes MDT Small Cap Core ETF shares in Q2 2026, an estimated $19.8K.
  • Federated Hermes MDT Small Cap Core ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #817 holding.
  • Kestra Private Wealth Services first reported a position in Federated Hermes MDT Small Cap Core ETF in Q4 2025 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held Federated Hermes MDT Small Cap Core ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.