# Portfolio overlap — FSGS vs MCOW

Comparing **First Trust SMID Growth Strength ETF** (2026-03-31) and **Pacer S&P MidCap 400 Quality FCF Aristocrats ETF** (2026-04-30).

- Shared positions: 21
- First Trust SMID Growth Strength ETF covered by Pacer S&P MidCap 400 Quality FCF Aristocrats ETF: 0.1789073012860047747364287169
- Pacer S&P MidCap 400 Quality FCF Aristocrats ETF covered by First Trust SMID Growth Strength ETF: 0.1789073012860047747364287168

## First Trust SMID Growth Strength ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| CLEAR SECURE INC | 0.014751 |  |
| MASTEC INC | 0.014410 |  |
| COCA COLA CONSOLIDATED INC | 0.013887 | ✓ |
| STRIDE INC | 0.013687 |  |
| LEMAITRE VASCULAR INC | 0.013434 |  |
| COMFORT SYSTEMS USA INC | 0.013281 |  |
| NEW YORK TIMES CO CL A | 0.012725 | ✓ |
| ATI INC | 0.012671 |  |
| LANTHEUS HOLDING | 0.012633 | ✓ |
| STERLING INFRASTRUCTURE INC | 0.012627 | ✓ |
| CORCEPT THERAPEUTICS INC | 0.012345 |  |
| WEATHERFORD INTERNATIONAL PLC | 0.012204 |  |
| ENSIGN GROUP INC | 0.012098 |  |
| TRADEWEB MARKETS INC A | 0.012081 |  |
| ALKERMES PLC | 0.012068 |  |
| RENAISSANCERE HLDGS LTD | 0.011940 |  |
| CLEAN HARBORS INC | 0.011764 |  |
| CATALYST PHARMACEUTICALS INC | 0.011730 |  |
| WOODWARD INC | 0.011725 |  |
| PRICESMART INC | 0.011719 |  |
| EMCOR GROUP INC | 0.011419 |  |
| ITT INC | 0.011269 |  |
| CURTISS WRIGHT CORPORATION | 0.011144 | ✓ |
| NAPCO SECURITY TECHNOLOGIES INC | 0.011032 |  |
| TRUSTMARK CORP | 0.011027 |  |
| BRIGHTSPHERE INVESTMENT GROUP INC | 0.010874 |  |
| ESQUIRE FINL HLDGS INC | 0.010830 |  |
| DECKERS OUTDOOR CORP | 0.010811 |  |
| US LIME & MINERA | 0.010694 |  |
| COVISTA INC | 0.010679 |  |
| NEUROCRINE BIOSCIENCES INC | 0.010674 | ✓ |
| WATTS WATER TECH INC CL A | 0.010559 | ✓ |
| EXELIXIS INC | 0.010529 | ✓ |
| SPROUTS FMRS MKT INC | 0.010529 |  |
| MERCURY GENERAL CORP | 0.010509 |  |
| OSHKOSH CORP | 0.010483 |  |
| CINCINNATI FINANCIAL CORP | 0.010473 |  |
| LIQUIDITY SERVICES INC | 0.010397 |  |
| VISTEON CORP | 0.010396 |  |
| NORTHERN TRUST CORP | 0.010294 |  |
| RALPH LAUREN CORP | 0.010259 |  |
| APPLIED INDU TEC | 0.010211 |  |
| ASSURANT INC | 0.010028 |  |
| GRAHAM HOLDINGS CO | 0.009955 |  |
| DYNATRACE INC | 0.009919 |  |
| INTERACTIVE BROKERS GROUP INC | 0.009898 |  |
| OSI SYSTEMS INC | 0.009877 |  |
| GENTEX CORP | 0.009854 | ✓ |
| HALOZYME THERAPEUTICS INC | 0.009804 |  |
| PULTEGROUP INC | 0.009794 |  |

## Pacer S&P MidCap 400 Quality FCF Aristocrats ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| PURE STORAGE INC CL A | 0.048600 |  |
| LATTICE SEMICONDUCTOR CORP | 0.038112 |  |
| DOCUSIGN INC | 0.032170 | ✓ |
| RAMBUS INC | 0.030852 | ✓ |
| MANHATTAN ASSOCIATES INC | 0.028138 | ✓ |
| MEDPACE HOLDINGS INC | 0.028052 | ✓ |
| STERLING INFRASTRUCTURE INC | 0.027744 | ✓ |
| MUELLER INDUSTRIES INC | 0.025299 |  |
| DT MIDSTREAM INC | 0.024640 |  |
| EXELIXIS INC | 0.023832 | ✓ |
| CURTISS WRIGHT CORPORATION | 0.023397 | ✓ |
| NEUROCRINE BIOSCIENCES INC | 0.021655 | ✓ |
| JAZZ PHARMA PLC | 0.021642 |  |
| GRACO INC | 0.020781 |  |
| INTERDIGITAL INC | 0.019570 |  |
| CARLISLE COS INC | 0.019476 |  |
| RB GLOBAL INC | 0.019166 |  |
| NVENT ELECTRIC PLC | 0.018280 |  |
| ANTERO MIDSTREAM CORP | 0.016978 |  |
| LINCOLN ELECTRIC HLDGS INC | 0.016949 |  |
| DROPBOX INC CL A | 0.015782 |  |
| NEW YORK TIMES CO CL A | 0.015325 | ✓ |
| ONTO INNOVATION INC | 0.015277 |  |
| ESSENT GROUP LTD | 0.014009 |  |
| MGIC INVT CORP | 0.013764 |  |
| WATSCO INC | 0.013335 |  |
| CIRRUS LOGIC INC | 0.013245 |  |
| ADVANCED DRAINAGE SYSTEMS INC | 0.013182 |  |
| COMMVAULT SYSTEMS INC | 0.013050 |  |
| DOXIMITY INC-A | 0.012977 | ✓ |
| QUALYS INC | 0.012973 | ✓ |
| PAYLOCITY HOLDING CORP | 0.012102 | ✓ |
| COCA COLA CONSOLIDATED INC | 0.012075 | ✓ |
| COGNEX CORP | 0.011271 |  |
| TOPBUILD CORP | 0.011236 |  |
| OKTA INC CL A | 0.011141 |  |
| BENTLEY SYSTEM-B | 0.009935 | ✓ |
| CHEMED CORP | 0.009923 |  |
| EAGLE MATERIALS INC | 0.009812 |  |
| LANDSTAR SYSTEM INC | 0.009717 |  |
| CROCS INC | 0.009525 |  |
| DONALDSON CO INC | 0.009488 |  |
| HEALTHEQUITY INC | 0.009411 |  |
| OWENS CORNING INC | 0.009391 |  |
| GRAND CANYON EDUCATION INC | 0.008926 |  |
| ACUITY INC | 0.008825 |  |
| WYNDHAM HOTELS and RESORTS INC | 0.008675 |  |
| GLOBUS MEDICAL INC | 0.008240 |  |
| WATTS WATER TECH INC CL A | 0.008228 | ✓ |
| LITTELFUSE INC | 0.008206 |  |


## Sources

- N-PORT (fund A) — accession `0000940400-26-020411` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1552740/000094040026020411/0000940400-26-020411-index.htm>
- N-PORT (fund B) — accession `0000894189-26-020709` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/1616668/000089418926020709/0000894189-26-020709-index.htm>

---

_Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._

_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

_Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See <https://fundwatcher.app/terms/>_