MYIA
FSCC

Mount Yale Investment Advisors’s Federated Hermes MDT Small Cap Core ETF FSCC Stock Holding History

Mount Yale Investment Advisors’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 		$7.97M Buy
+268,441
New +$8.31M 0.18% 122
2025
Q4 		– Sell
-284,157
Closed -$8.4M – 813
2025
Q3 		$8.4M Buy
+284,157
New +$7.96M 0.59% 35

Other funds holding FSCC

PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 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 $83.7B AUM 27.22% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
FCU
Financial Concepts Unlimited Centreville, Maine $128M AUM
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Mount Yale Investment Advisors's FSCC Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Federated Hermes MDT Small Cap Core ETF (FSCC) in Q1 2026: 268,441 shares worth $7.97M. The stake represents 0.18% of the portfolio and ranks #122 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in FSCC as recently as Q3 2025.

Mount Yale Investment Advisors first reported a position in FSCC in Q3 2025 and has held it in 2 quarters since. The position peaked at $8.4M in Q3 2025. 33 funds tracked by Wall St. Rank hold FSCC as of Q1 2026.

  • Mount Yale Investment Advisors held 268,441 shares of Federated Hermes MDT Small Cap Core ETF worth $7.97M as of Q1 2026.
  • Federated Hermes MDT Small Cap Core ETF was a new Mount Yale Investment Advisors position in Q1 2026.
  • Federated Hermes MDT Small Cap Core ETF made up 0.18% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #122 holding.
  • Mount Yale Investment Advisors first reported a position in Federated Hermes MDT Small Cap Core ETF in Q3 2025 and has held it in 2 quarters since.
  • Mount Yale Investment Advisors's Federated Hermes MDT Small Cap Core ETF position peaked at $8.4M in Q3 2025.
  • 33 funds tracked by Wall St. Rank held Federated Hermes MDT Small Cap Core ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.