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FSCS

First Trust SMID Capital Strength ETF
1W: -2.0% 1M: -6.5% 3M: -3.7% YTD: -2.5% 1Y: +1.5% 3Y: +37.1% 5Y: +31.5%
$34.86
-0.32 (-0.92%)
After Hours: $38.77 (+3.91, +11.21%)
ETF NASDAQ · AUM $60.2M
ETF-Level Metrics
AUM$60M
Holdings101
Top 10 Wt—%
Beta0.99
% Profitable98%
Coverage0%
Portfolio Valuation
P/E18.0
P/B3.9
P/S2.2
EV/EBITDA11.8
P/FCF14.8
PEG1.08
Profitability & Returns
Gross Margin40.2%
Net Margin12.4%
ROE22.5%
ROA6.6%
ROIC20.9%
Div Yield1.79%
Leverage & Liquidity
Debt/Equity0.61
Debt/Assets0.18
Net Debt/EBITDA-0.3x
Interest Cov11.5x
Current Ratio0.51
Quick Ratio0.47
Growth (YoY)
Revenue+7.0%
Net Income+15.1%
EPS+18.4%
FCF+15.3%
EBITDA+10.5%
Rev CAGR 3Y+6.3%
Quality Scores
Piotroski F6.8
Altman Z3.93
IS Quality77.2
IS Overall63.1
IS Value58.4
Median P/E17.9

Sector Breakdown

11 sectors
Sector # Holdings Total Weight % Avg P/E
Financial Services 30 0.0% 13.0
Industrials 25 0.0% 22.4
Technology 13 0.0% 24.8
Consumer Defensive 10 0.0% 22.4
Consumer Cyclical 9 0.0% 23.0
Basic Materials 5 0.0% 14.1
Healthcare 4 0.0% 19.9
Communication Services 2 0.0% -122.0
Energy 1 0.0% 17.3
Real Estate 1 0.0% 6.4
Other 1 0.0%

Smart Money Overlap

5 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
ALLE Allegion plc 0.00% 4 Bullish 14 1 -2.5%
ACIW ACI Worldwide, Inc. 0.00% 4 Bullish 2 1 -4.8%
PRI Primerica, Inc. 0.00% 4 Bullish 16 1 -1.4%
INGR Ingredion Incorporated 0.00% 4 Bullish 33 2 -1.9%
CLX The Clorox Company 0.00% 4 Bullish 9 1 +8.0%
Showing 50 of 101 holdings · Page 1 of 3
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Paylocity Holding Corporation PCTY 0.00% $484,522 4,369 25.8 $6.1B Technology
2 The Ensign Group, Inc. ENSG 0.00% $686,441 3,390 33.5 $11.6B Healthcare
3 Pool Corporation POOL 0.00% $466,758 2,284 18.1 $7.5B Industrials
4 Houlihan Lokey, Inc. HLI 0.00% $447,836 3,223 20.8 $9.7B Financial Services
5 ExlService Holdings, Inc. EXLS 0.00% $440,063 14,311 19.8 $4.9B Technology
6 MAXIMUS, Inc. MMS 0.00% $427,844 6,225 10.1 $3.7B Industrials
7 PJT Partners Inc. (Class A) PJT 0.00% $425,103 3,254 18.8 $3.2B Financial Services
8 Verra Mobility Corporation VRRM 0.00% $395,252 27,240 16.5 $2.3B Technology
9 Yext, Inc. YEXT 0.00% $385,264 80,431 15.4 $585M Technology
10 RPM International Inc. RPM 0.00% $532,970 5,519 17.8 $11.9B Basic Materials
11 Veralto Corporation VLTO 0.00% $534,553 5,962 23.4 $22.0B Industrials
12 Avery Dennison Corporation AVY 0.00% $528,903 3,245 18.1 $12.4B Industrials
13 Morningstar, Inc. MORN 0.00% $528,913 2,861 19.4 $7.4B Financial Services
14 Allegion Public Limited Company ALLE 0.00% $533,609 3,710 19.0 $12.3B Industrials
15 Texas Roadhouse, Inc. TXRH 0.00% $540,120 3,147 27.8 $11.3B Consumer Cyclical
16 PPG Industries, Inc. PPG 0.00% $546,304 5,553 13.8 $21.7B Basic Materials
17 A.O. Smith Corporation AOS 0.00% $545,040 8,445 16.4 $9.0B Industrials
18 SEI Investments Company SEIC 0.00% $554,123 7,116 13.3 $9.5B Financial Services
19 PTC Inc. PTC 0.00% $553,110 3,671 21.8 $17.8B Technology
20 Assurant, Inc. AIZ 0.00% $554,226 2,616 12.2 $10.7B Financial Services
21 Simpson Manufacturing Co., Inc. SSD 0.00% $556,588 3,253 20.0 $6.9B Industrials
22 Applied Industrial Technologies, Inc. AIT 0.00% $558,575 2,177 23.7 $9.6B Industrials
23 Alarm.com Holdings, Inc. ALRM 0.00% $558,869 12,068 16.7 $2.2B Technology
24 Packaging Corporation of America PKG 0.00% $565,138 2,765 23.6 $18.2B Consumer Cyclical
25 Grand Canyon Education, Inc. LOPE 0.00% $564,420 3,433 20.6 $4.5B Consumer Defensive
26 AECOM ACM 0.00% $562,965 6,233 24.7 $11.5B Industrials
27 CorVel Corporation CRVL 0.00% $478,773 8,924 26.0 $2.7B Financial Services
28 Primerica, Inc. PRI 0.00% $568,640 2,302 10.5 $7.8B Financial Services
29 OFG Bancorp OFG 0.00% $570,253 14,720 8.8 $1.7B Financial Services
30 Graham Holdings Company GHC 0.00% $570,486 536 15.4 $4.5B Consumer Defensive
31 The Buckle, Inc. BKE 0.00% $574,579 11,610 11.8 $2.5B Consumer Cyclical
32 MSA Safety Incorporated MSA 0.00% $572,766 3,315 23.9 $6.7B Industrials
33 Omnicom Group Inc. OMC 0.00% $581,769 7,671 -282.2 $23.6B Communication Services
34 NewMarket Corporation NEU 0.00% $578,216 952 13.8 $5.8B Basic Materials
35 Cullen/Frost Bankers, Inc. CFR 0.00% $578,277 4,415 13.0 $8.4B Financial Services
36 Ingredion Incorporated INGR 0.00% $587,248 5,327 9.5 $6.9B Consumer Defensive
37 City Holding Company CHCO 0.00% $585,969 4,965 12.9 $1.7B Financial Services
38 Graco Inc. GGG 0.00% $586,757 6,962 26.6 $13.9B Industrials
39 American Financial Group, Inc. AFG 0.00% $588,121 4,725 12.4 $10.3B Financial Services
40 The Clorox Company CLX 0.00% $593,340 5,565 17.1 $12.9B Consumer Defensive
41 Mercury General Corporation MCY 0.00% $591,003 6,719 8.9 $4.8B Financial Services
42 First BanCorp. FBP 0.00% $592,786 28,790 9.3 $3.2B Financial Services
43 Cabot Corporation CBT 0.00% $592,000 8,631 11.5 $3.5B Basic Materials
44 Bentley Systems, Inc. (Class B) BSY 0.00% $592,524 15,638 42.9 $11.0B Technology
45 W.R. Berkley Corporation WRB 0.00% $597,106 9,017 14.7 $25.0B Financial Services
46 NMI Holdings, Inc. (Class A) NMIH 0.00% $599,837 16,103 7.3 $2.8B Financial Services
47 Lincoln Electric Holdings, Inc. LECO 0.00% $595,963 2,321 26.4 $13.7B Industrials
48 Dynatrace, Inc. DT 0.00% $599,493 15,348 62.1 $11.5B Technology
49 Watts Water Technologies, Inc. WTS 0.00% $604,111 2,059 28.4 $9.7B Industrials
50 Nordson Corporation NDSN 0.00% $601,490 2,251 28.0 $14.7B Industrials

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