First Foundation Advisors’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

First Foundation Advisors’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	$1.7M	Sell	43,780 -398	-0.9%	-$14.9K	0.06%	151
2026 Q1	$1.55M	Sell	44,178 -1,589	-3%	-$58.1K	0.06%	152
2025 Q4	$1.66M	Sell	45,767 -2,302	-5%	-$83.1K	0.06%	144
2025 Q3	$1.73M	Sell	48,069 -2,421	-5%	-$87K	0.06%	144
2025 Q2	$1.76M	Sell	50,490 -254	-0.5%	-$8.28K	0.07%	147
2025 Q1	$1.66M	Sell	50,744 -209	-0.4%	-$7.3K	0.07%	138
2024 Q4	$1.76M	Buy	50,953 +2,406	+5%	+$85.9K	0.07%	132
2024 Q3	$1.7M	Sell	48,547 -8,165	-14%	-$271K	0.06%	138
2024 Q2	$1.81M	Sell	56,712 -5,231	-8%	-$169K	0.07%	126
2024 Q1	$2.11M	Sell	61,943 -492	-0.8%	-$15.7K	0.08%	114
2023 Q4	$1.97M	Buy	62,435 +3,898	+7%	+$111K	0.09%	117
2023 Q3	$1.66M	Buy	58,537 +10,161	+21%	+$303K	0.08%	135
2023 Q2	$1.45M	Buy	+48,376	New	+$1.36M	0.06%	151

Other funds holding SMOT

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GLA

Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return

MFIM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FAL

Focused Alpha LLC Denver, Colorado $390M AUM

First Foundation Advisors's SMOT Position: Q2 2026 in Review

First Foundation Advisors reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 0.9% in Q2 2026, selling an estimated $14.9K and leaving 43,780 shares worth $1.7M. The position accounts for 0.06% of the portfolio, ranked #151.

First Foundation Advisors first reported a position in SMOT in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.11M in Q1 2024. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

First Foundation Advisors held 43,780 shares of VanEck Morningstar SMID Moat ETF worth $1.7M as of Q2 2026.
First Foundation Advisors sold 398 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $14.9K.
VanEck Morningstar SMID Moat ETF made up 0.06% of First Foundation Advisors's portfolio in Q2 2026, its #151 holding.
First Foundation Advisors first reported a position in VanEck Morningstar SMID Moat ETF in Q2 2023 and has held it in 13 quarters since.
First Foundation Advisors's VanEck Morningstar SMID Moat ETF position peaked at $2.11M in Q1 2024.
101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.