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FOVAX

First Trust/Confluence Small Cap Value Fund
1W: +0.7% 1M: -0.9% 3M: -7.5% YTD: +3.7% 1Y: -19.7% 3Y: -22.7% 5Y: -23.5%
$23.09
Last traded 2026-02-20 — delisted
ETF NASDAQ · AUM $10.8M
ETF-Level Metrics
AUM$11M
Holdings32
Top 10 Wt38.7%
Beta1.03
% Profitable70%
Coverage100%
Portfolio Valuation
P/E24.0
P/B2.3
P/S1.6
EV/EBITDA14.0
P/FCF17.7
PEG4.19
Profitability & Returns
Gross Margin36.2%
Net Margin3.7%
ROE5.6%
ROA2.5%
ROIC5.1%
Div Yield1.53%
Leverage & Liquidity
Debt/Equity0.55
Debt/Assets0.25
Net Debt/EBITDA1.6x
Interest Cov3.9x
Current Ratio1.77
Quick Ratio1.26
Growth (YoY)
Revenue+8.7%
Net Income+20.8%
EPS+20.4%
FCF+3.4%
EBITDA+0.7%
Rev CAGR 3Y+1.7%
Quality Scores
Piotroski F6.2
Altman Z3.24
IS Quality64.0
IS Overall53.8
IS Value55.4
Median P/E19.5

Sector Breakdown

10 sectors
Sector # Holdings Total Weight % Avg P/E
Industrials 7 22.6% 8.8
Consumer Cyclical 6 20.3% 18.7
Financial Services 5 14.5% 4.9
Technology 4 13.9% -4.9
Consumer Defensive 4 9.6% 6.9
Healthcare 3 8.5% 20.3
Real Estate 1 4.0% 5.5
Energy 1 3.6% 48.4
Basic Materials 1 3.1% 17.0
Other 1 0.1%

Smart Money Overlap

1 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
VVV Valvoline Inc. 3.59% 4 Bullish 7 1 +3.6%
Showing 33 of 33 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Knowles Corp KN 4.63% $618,440 26,194 47.0 $2.1B Technology
2 Altus Group Ltd/Canada AIF.TO 4.03% $539,069 13,132 5.5 $1.9B Real Estate
3 Cavco Industries Inc CVCO 3.91% $522,383 986 19.7 $3.6B Consumer Cyclical
4 Winnebago Industries Inc WGO 3.90% $520,888 13,813 25.9 $943M Consumer Cyclical
5 TripAdvisor Inc TRIP 3.88% $518,369 32,277 26.9 $1.1B Consumer Cyclical
6 JBT Marel Corp JBT 3.80% $507,552 4,025 -130.8 $4.0B Industrials
7 Stewart Information Services C STC 3.70% $494,138 7,238 14.4 $1.7B Financial Services
8 RBC Bearings Inc ROLL 3.64% $485,953 1,134 62.3 $6.2B Industrials
9 Hayward Holdings Inc HAYW 3.63% $485,189 28,591 19.5 $3.0B Industrials
10 Valvoline Inc VVV 3.59% $479,371 14,522 48.4 $4.2B Energy
11 Vontier Corp VNT 3.59% $479,325 12,450 12.5 $5.1B Technology
12 Hagerty Inc HGTY 3.57% $476,536 42,472 21.5 $3.6B Financial Services
13 Movado Group Inc MOV 3.54% $472,477 25,946 20.6 $377M Consumer Cyclical
14 Enovis Corp ENOV 3.39% $453,417 14,514 -1.0 $1.3B Industrials
15 Vail Resorts Inc MTN 3.22% $430,602 2,903 20.4 $4.7B Consumer Cyclical
16 UFP Industries Inc UFPI 3.10% $414,769 4,502 17.0 $4.9B Basic Materials
17 Spectrum Brands Holdings Inc SPB 2.96% $395,479 7,340 15.6 $1.6B Consumer Defensive
18 UFP Technologies Inc UFPT 2.95% $394,334 2,047 21.5 $1.5B Healthcare
19 UniFirst Corp/MA UNF 2.91% $388,345 2,516 32.6 $4.8B Industrials
20 I3 Verticals Inc IIIV 2.88% $384,375 12,500 32.4 $534M Technology
21 Littelfuse Inc LFUS 2.85% $381,023 1,566 -111.4 $8.1B Technology
22 CONMED Corp CNMD 2.77% $370,084 8,411 23.7 $1.1B Healthcare
23 Haemonetics Corp HAE 2.75% $367,874 7,356 15.6 $2.7B Healthcare
24 RLI Corp RLI 2.74% $366,260 6,212 13.3 $5.3B Financial Services
25 Gates Industrial Corp PLC GTES 2.62% $350,652 15,881 22.2 $5.6B Industrials
26 Marten Transport Ltd MRTN 2.62% $349,525 34,100 56.9 $993M Industrials
27 Morningstar Inc MORN 2.61% $349,446 1,646 19.4 $7.4B Financial Services
28 J & J Snack Foods Corp JJSF 2.54% $339,362 4,009 23.5 $1.4B Consumer Defensive
29 Edgewell Personal Care Co EPC 2.19% $292,227 15,071 -23.7 $908M Consumer Defensive
30 Cannae Holdings Inc CNNE 1.89% $252,358 14,114 -1.0 $560M Consumer Cyclical
31 Baldwin Insurance Group Inc/Th BRP 1.88% $251,631 11,386 -44.2 $2.2B Financial Services
32 John B Sanfilippo & Son Inc JBSS 1.87% $250,178 3,985 12.3 $872M Consumer Defensive
33 Dreyfus Government Cash Management Cash 0.06% $7,775 7,775

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms