Values First Advisors’s Eventide Large Cap Growth ETF ESLG Stock Holding History

Values First Advisors’s Portfolio ESLG Stock Details ESLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$498K	Buy	17,548 +12,510	+248%	+$356K	0.23%	107
2026 Q2	$145K	Buy	5,038 +3,346	+198%	+$88.8K	0.07%	175
2026 Q1	$39.5K	Sell	1,692 -5,376	-76%	-$132K	0.02%	173
2025 Q4	$176K	Buy	+7,068	New	+$178K	0.09%	165

Other funds holding ESLG

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Values First Advisors's ESLG Position: Q3 2026 in Review

Values First Advisors increased its Eventide Large Cap Growth ETF (ESLG) stake by 248% in Q3 2026, buying an estimated $356K and bringing the position to 17,548 shares worth $498K. The position accounts for 0.23% of the portfolio, ranked #107.

Values First Advisors first reported a position in ESLG in Q4 2025 and has held it in 4 quarters since. 5 funds tracked by Wall St. Rank hold ESLG as of Q3 2026.

Values First Advisors held 17,548 shares of Eventide Large Cap Growth ETF worth $498K as of Q3 2026.
Values First Advisors bought 12,510 Eventide Large Cap Growth ETF shares in Q3 2026, an estimated $356K.
Eventide Large Cap Growth ETF made up 0.23% of Values First Advisors's portfolio in Q3 2026, its #107 holding.
Values First Advisors first reported a position in Eventide Large Cap Growth ETF in Q4 2025 and has held it in 4 quarters since.
5 funds tracked by Wall St. Rank held Eventide Large Cap Growth ETF as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.