FSCC β€” FEDERATED HERMES ETF TRUST

Ownership history in Essex Financial Services, Inc.  Β·  3 quarters on record

This page tracks every 13F SEC filing in which Essex Financial Services, Inc. reported a position in FEDERATED HERMES ETF TRUST (FSCC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.04% (2025 Q3)
πŸ“Š Avg. % of fund
0.04%
πŸ“… First filed
2025 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
3

Position Intelligence

Essex Financial Services, Inc. Γ— FSCC AI Analytics

πŸ“ˆ Essex Financial Services, Inc. outperformed the S&P 500 by +8.7% annually on this FSCC position. Average cost basis: $26.86. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
+8.7%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 8.7% per year on this position.
2 quarters analyzed

πŸ’° Entry Quality
$26.86
+11.7% vs current ($30.01)

Best entry: $26.01 (2025 Q2)  Β·  Worst: $30.01 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

3 adds Β· 0 trims. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.04% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    FSCC price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 25,799 +670 +2.7% 0.04% $774K $30.01
2025 Q3 ADDED 25,129 +5,559 +28.4% 0.04% $743K $29.49
2025 Q2 INITIATED 19,570 β€” β€” 0.03% $510K $26.01

🏒 Other funds also holding FSCC

As of 2025 Q4 β€” sorted by position size

Lifestyle Asset Management, Inc. 0.4% Towerpoint Wealth, LLC 3Y 7Y 0.3% Pinnacle Financial Partners, Inc. 0.12% TRUIST FINANCIAL CORP 3Y 7Y 0.01% &PARTNERS 3Y 7Y 0.01% MML INVESTORS SERVICES, LLC 3Y 7Y 0.01% HANCOCK WHITNEY CORP 3Y 7Y 0.01% KESTRA PRIVATE WEALTH SERVICES, LLC 3Y 0.01% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.0% Steward Partners Investment Advisory, LLC 3Y 7Y 0.0%
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