First Financial Group’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

First Financial Group’s Portfolio SMOT Stock Details SMOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$815K	Sell	20,963 -400	-2%	-$15K	0.59%	35
2026 Q1	$752K	Sell	21,363 -200	-0.9%	-$7.31K	0.61%	35
2025 Q4	$781K	Sell	21,563 -2,988	-12%	-$108K	0.66%	35
2025 Q3	$887K	Hold	24,551	–	–	0.77%	32
2025 Q2	$854K	Buy	24,551 +2,085	+9%	+$68K	0.83%	27
2025 Q1	$737K	Buy	22,466 +200	+0.9%	+$6.98K	0.83%	26
2024 Q4	$768K	Buy	+22,266	New	+$795K	0.85%	27

Other funds holding SMOT

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Creekside Partners Petaluma, California $276M AUM 25.75% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FOR

Family Office Research Bethesda, Maryland $267M AUM 27.99% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

TPG Advisors Northfield, Illinois $182M AUM 18.36% 1-Year Est. Return

First Financial Group's SMOT Position: Q2 2026 in Review

First Financial Group reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 1.9% in Q2 2026, selling an estimated $15K and leaving 20,963 shares worth $815K. The position accounts for 0.59% of the portfolio, ranked #35.

First Financial Group first reported a position in SMOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $887K in Q3 2025. 34 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

First Financial Group held 20,963 shares of VanEck Morningstar SMID Moat ETF worth $815K as of Q2 2026.
First Financial Group sold 400 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $15K.
VanEck Morningstar SMID Moat ETF made up 0.59% of First Financial Group's portfolio in Q2 2026, its #35 holding.
First Financial Group first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2024 and has held it in 7 quarters since.
First Financial Group's VanEck Morningstar SMID Moat ETF position peaked at $887K in Q3 2025.
34 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on First Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.