Values First Advisors’s Eventide Small Cap ETF ESSC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$463K	Buy	16,182 +10,045	+164%	+$306K	0.22%	114
2026 Q2	$195K	Buy	6,137 +1,961	+47%	+$57.3K	0.09%	171
2026 Q1	$109K	Sell	4,176 -12	-0.3%	-$322	0.06%	167
2025 Q4	$108K	Buy	+4,188	New	+$107K	0.06%	170

Other funds holding ESSC

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

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

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Values First Advisors increased its Eventide Small Cap ETF (ESSC) stake by 164% in Q3 2026, buying an estimated $306K and bringing the position to 16,182 shares worth $463K. The position accounts for 0.22% of the portfolio, ranked #114.

Values First Advisors first reported a position in ESSC in Q4 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold ESSC as of Q3 2026.

Values First Advisors held 16,182 shares of Eventide Small Cap ETF worth $463K as of Q3 2026.
Values First Advisors bought 10,045 Eventide Small Cap ETF shares in Q3 2026, an estimated $306K.
Eventide Small Cap ETF made up 0.22% of Values First Advisors's portfolio in Q3 2026, its #114 holding.
Values First Advisors first reported a position in Eventide Small Cap ETF in Q4 2025 and has held it in 4 quarters since.
10 funds tracked by Wall St. Rank held Eventide Small Cap ETF as of Q3 2026.

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