Values First Advisors’s Eventide Large Cap Value ETF ESLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$557K	Buy	20,100 +12,437	+162%	+$358K	0.26%	101
2026 Q2	$219K	Buy	7,663 +4,535	+145%	+$124K	0.1%	169
2026 Q1	$82K	Buy	3,128 +7	+0.2%	+$186	0.04%	168
2025 Q4	$79.1K	Buy	+3,121	New	+$78.1K	0.04%	172

Other funds holding ESLV

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

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

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

Values First Advisors increased its Eventide Large Cap Value ETF (ESLV) stake by 162% in Q3 2026, buying an estimated $358K and bringing the position to 20,100 shares worth $557K. The position accounts for 0.26% of the portfolio, ranked #101.

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

Values First Advisors held 20,100 shares of Eventide Large Cap Value ETF worth $557K as of Q3 2026.
Values First Advisors bought 12,437 Eventide Large Cap Value ETF shares in Q3 2026, an estimated $358K.
Eventide Large Cap Value ETF made up 0.26% of Values First Advisors's portfolio in Q3 2026, its #101 holding.
Values First Advisors first reported a position in Eventide Large Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
4 funds tracked by Wall St. Rank held Eventide Large Cap Value ETF as of Q3 2026.

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