# Portfolio overlap — FSCS vs WAMFX

Comparing **First Trust SMID Capital Strength ETF** (2026-03-31) and **Boston Trust Walden Midcap Fund** (2026-03-31).

- Shared positions: 19
- First Trust SMID Capital Strength ETF covered by Boston Trust Walden Midcap Fund: 0.1882492127430150557730293689
- Boston Trust Walden Midcap Fund covered by First Trust SMID Capital Strength ETF: 0.1882492127430150557730293689

## First Trust SMID Capital Strength ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| CF INDUSTRIES HOLDINGS INC | 0.015758 |  |
| MAGNOLIA OIL and GAS CORPO CL A | 0.014708 |  |
| A10 NETWORKS INC | 0.014063 |  |
| COCA COLA CONSOLIDATED INC | 0.013329 |  |
| Hamilton Insurance Group Ltd., Class B | 0.012847 |  |
| INNOVIVA INC | 0.012619 |  |
| PATHWARD FINANCIAL INC | 0.012488 |  |
| NEW YORK TIMES CO CL A | 0.012332 | ✓ |
| CASEY'S GENERAL | 0.011964 |  |
| ENSIGN GROUP INC | 0.011746 |  |
| RENAISSANCERE HLDGS LTD | 0.011592 |  |
| ALLISON TRANSMISSION HLDGS INC | 0.011186 |  |
| CABOT CORP | 0.011181 |  |
| MONARCH CASINO and RESORT INC | 0.011143 |  |
| HERSHEY CO/THE | 0.011067 |  |
| MUELLER WATER PRODUCTS INC A | 0.011001 |  |
| FEDERATED HERMES INC | 0.010982 |  |
| CHURCH & DWIGHT | 0.010844 | ✓ |
| CBOE GLOBAL MARKETS INC | 0.010817 | ✓ |
| HANOVER INSURANCE GROUP INC | 0.010739 |  |
| AXIS CAPITAL HOLDINGS LTD | 0.010684 |  |
| APTARGROUP INC | 0.010639 | ✓ |
| INTERPARFUMS INC | 0.010636 |  |
| DOVER CORP | 0.010620 |  |
| ESQUIRE FINL HLDGS INC | 0.010598 |  |
| SNAP-ON INCORPORATED | 0.010587 | ✓ |
| FIRST BANCORP PUERTO RICO | 0.010578 |  |
| HUBBELL INC | 0.010558 | ✓ |
| ATMUS FILTRATION TECHNOLOGIES INC | 0.010546 |  |
| GLOBE LIFE INC | 0.010544 |  |
| NEWMARKET CORP | 0.010490 |  |
| NATL BEVERAGE | 0.010488 |  |
| CULLEN FROST BANKERS INC | 0.010410 | ✓ |
| GRANITE CONSTRUCTION INC | 0.010400 |  |
| NMI HOLDINGS INC A | 0.010390 |  |
| AMERICAN FINL GROUP INC OHIO | 0.010381 | ✓ |
| INGREDION INC | 0.010323 |  |
| NORDSON CORP | 0.010301 | ✓ |
| WR BERKLEY CORP | 0.010281 |  |
| WATTS WATER TECH INC CL A | 0.010280 |  |
| OFG BANCORP | 0.010245 |  |
| PPG INDUSTRIES INC | 0.010211 |  |
| CITY HOLDING CO | 0.010209 |  |
| MERCURY GENERAL CORP | 0.010190 |  |
| VICTORY CAPITAL HOLDINGS INC CL A | 0.010158 |  |
| BRADY CORPORATION CL A | 0.010139 |  |
| GRACO INC | 0.010137 |  |
| PACKAGING CORP OF AMERICA | 0.010096 |  |
| THE BUCKLE INC | 0.010057 |  |
| ACI WORLDWIDE INC | 0.010044 |  |

## Boston Trust Walden Midcap Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| EVERSOURCE ENERGY | 0.022702 |  |
| ESSENTIAL UTILITIES INC | 0.021787 |  |
| PAYCHEX INC | 0.021308 |  |
| ROSS STORES INC | 0.021119 |  |
| TE CONNECTIVITY | 0.020705 |  |
| METTLER-TOLEDO INTL INC | 0.020466 |  |
| SEI INVESTMENTS | 0.020054 | ✓ |
| JONES LANG LASALLE INC | 0.019490 |  |
| HUBBELL INC | 0.019162 | ✓ |
| APTARGROUP INC | 0.018909 | ✓ |
| BJS WHSL CLUB HLDGS INC | 0.018664 |  |
| EOG RESOURCES INC | 0.018471 |  |
| EDWARDS LIFESCIENCES CORP | 0.018280 |  |
| NORDSON CORP | 0.018164 | ✓ |
| AMERICAN FINL GROUP INC OHIO | 0.018005 | ✓ |
| FORTINET INC | 0.018000 |  |
| MSCI INC | 0.017976 |  |
| SYSCO CORP | 0.017844 |  |
| TERADYNE INC | 0.017231 |  |
| IDEX CORPORATION | 0.016769 |  |
| ATMOS ENERGY CORP | 0.016341 |  |
| NEW YORK TIMES CO CL A | 0.015830 | ✓ |
| LINCOLN ELECTRIC HLDGS INC | 0.015825 | ✓ |
| CINCINNATI FINANCIAL CORP | 0.015647 |  |
| ONE GAS INC | 0.015550 |  |
| ALLEGION PLC | 0.015508 |  |
| AMETEK INC NEW | 0.015190 |  |
| VERISK ANALYTICS INC | 0.015055 |  |
| MEDPACE HOLDINGS INC | 0.014462 |  |
| SLB LTD | 0.014445 |  |
| RPM INTL INC | 0.014434 | ✓ |
| STERIS PLC | 0.014148 |  |
| CULLEN FROST BANKERS INC | 0.013926 | ✓ |
| AUTOZONE INC | 0.013146 |  |
| NETAPP INC | 0.012958 |  |
| BAKER HUGHES CO | 0.012853 |  |
| CHOICE HOTELS INTL INC | 0.012611 |  |
| FACTSET RESEARCH SYSTEMS INC | 0.012376 |  |
| EXPEDITORS INTL OF WASH INC | 0.012345 |  |
| DONALDSON CO INC | 0.011561 | ✓ |
| ON SEMICONDUCTOR CORP | 0.011536 |  |
| JACK HENRY | 0.011452 |  |
| GENUINE PARTS CO | 0.011159 |  |
| CBOE GLOBAL MARKETS INC | 0.011119 | ✓ |
| SNAP-ON INCORPORATED | 0.011067 | ✓ |
| BROWN & BROWN | 0.010982 |  |
| AGILENT TECHNOLOGIES INC | 0.010955 |  |
| BALL CORP | 0.010710 |  |
| DYNATRACE INC | 0.010455 | ✓ |
| CHURCH & DWIGHT | 0.010439 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000940400-26-020393` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1552740/000094040026020393/0000940400-26-020393-index.htm>
- N-PORT (fund B) — accession `0002066578-26-001404` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/882748/000206657826001404/0002066578-26-001404-index.htm>

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