# Portfolio overlap — HSMBX vs AFMC

Comparing **Horizon Multi-Factor Small/Mid Cap Fund** (2026-02-28) and **First Trust Active Factor Mid Cap ETF** (2026-02-28).

- Shared positions: 102
- Horizon Multi-Factor Small/Mid Cap Fund covered by First Trust Active Factor Mid Cap ETF: 0.3428460185114826803359206760
- First Trust Active Factor Mid Cap ETF covered by Horizon Multi-Factor Small/Mid Cap Fund: 0.3428460185114826803359206759

## Horizon Multi-Factor Small/Mid Cap Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| CIENA CORP | 0.029375 | ✓ |
| TECHNIPFMC PLC | 0.023767 | ✓ |
| UNITED THERAPEUTICS CORP DEL | 0.020384 | ✓ |
| CURTISS WRIGHT CORPORATION | 0.019304 | ✓ |
| COCA COLA CONSOLIDATED INC | 0.014805 | ✓ |
| JONES LANG LASALLE INC | 0.013884 | ✓ |
| ATI INC | 0.013269 | ✓ |
| ALCOA CORP | 0.012835 | ✓ |
| MUELLER INDUSTRIES INC | 0.012625 | ✓ |
| ANNALY CAPITAL MGMT INC REIT | 0.012148 |  |
| TOLL BROTHERS INC | 0.011816 | ✓ |
| NEW YORK TIMES CO CL A | 0.011429 | ✓ |
| PERMIAN RESOURCES CORP CL A | 0.011392 |  |
| RENAISSANCERE HLDGS LTD | 0.011002 | ✓ |
| NEUROCRINE BIOSCIENCES INC | 0.010786 | ✓ |
| LINCOLN ELECTRIC HLDGS INC | 0.010620 | ✓ |
| ANTERO RESOURCES | 0.010507 |  |
| DYCOM INDUSTRIES INC | 0.010496 | ✓ |
| TENET HEALTHCARE CORP | 0.010444 | ✓ |
| STIFEL FINANCIAL CORP | 0.010388 | ✓ |
| RBC BEARINGS INC | 0.010158 | ✓ |
| FIVE BELOW INC | 0.009640 | ✓ |
| GLOBUS MEDICAL INC | 0.009249 |  |
| FLOWSERVE CORP | 0.009097 |  |
| BIOMARIN PHARMACEUTICAL INC | 0.009044 | ✓ |
| OMEGA HEALTHCARE INVESTORS INC | 0.008698 | ✓ |
| CACI INTL-A | 0.008589 | ✓ |
| EXELIXIS INC | 0.008573 | ✓ |
| FLEX LTD | 0.008399 | ✓ |
| ACUITY INC | 0.008267 |  |
| TEMPUR SEALY INTERNATIONAL INC | 0.008224 | ✓ |
| WEBSTER FINL | 0.008037 |  |
| FIRSTCASH HOLDINGS INC | 0.007785 | ✓ |
| AFFIL MANAGERS | 0.007673 | ✓ |
| BORGWARNER INC | 0.007606 | ✓ |
| PENUMBRA INC | 0.007392 |  |
| ANTERO MIDSTREAM CORP | 0.007362 | ✓ |
| JANUS HENDERSON GROUP PLC | 0.007215 |  |
| NATL FUEL GAS CO | 0.007155 | ✓ |
| WINTRUST FINL | 0.007056 |  |
| WATTS WATER TECH INC CL A | 0.006977 | ✓ |
| CRANE CO | 0.006788 |  |
| ITT INC | 0.006406 |  |
| MAPLEBEAR INC | 0.006378 | ✓ |
| DONALDSON CO INC | 0.006352 | ✓ |
| ZIONS BANCORP NA | 0.006343 |  |
| FIRST INDUSTRIAL REALTY TRUST | 0.006332 | ✓ |
| APPLIED INDU TEC | 0.006253 | ✓ |
| HF SINCLAIR CORP | 0.006186 | ✓ |
| CROWN HOLDINGS INC | 0.005964 | ✓ |

## First Trust Active Factor Mid Cap ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| TECHNIPFMC PLC | 0.013823 | ✓ |
| MUELLER INDUSTRIES INC | 0.013030 | ✓ |
| CASEY'S GENERAL | 0.012634 |  |
| BORGWARNER INC | 0.012610 | ✓ |
| FEDERATED HERMES INC | 0.011365 | ✓ |
| EXELIXIS INC | 0.010868 | ✓ |
| RENAISSANCERE HLDGS LTD | 0.010784 | ✓ |
| CURTISS WRIGHT CORPORATION | 0.010482 | ✓ |
| WOODWARD INC | 0.010253 |  |
| AFFIL MANAGERS | 0.010178 | ✓ |
| COMFORT SYSTEMS USA INC | 0.010094 |  |
| NATL FUEL GAS CO | 0.010089 | ✓ |
| KENNAMETAL INC | 0.009462 |  |
| ALCOA CORP | 0.009099 | ✓ |
| FLEX LTD | 0.008998 | ✓ |
| TAPESTRY INC | 0.008969 |  |
| OLD REPUBLIC INTL CORP | 0.008582 |  |
| HALOZYME THERAPEUTICS INC | 0.008151 |  |
| UNITED THERAPEUTICS CORP DEL | 0.007889 | ✓ |
| UNUM GROUP | 0.007877 |  |
| UGI CORP NEW | 0.007829 |  |
| JABIL INC | 0.007800 |  |
| CROWN HOLDINGS INC | 0.007764 | ✓ |
| OSHKOSH CORP | 0.007756 |  |
| CIRRUS LOGIC INC | 0.007687 | ✓ |
| MGIC INVT CORP | 0.007675 | ✓ |
| TOLL BROTHERS INC | 0.007635 | ✓ |
| CIENA CORP | 0.007597 | ✓ |
| ALLISON TRANSMISSION HLDGS INC | 0.007343 |  |
| COCA COLA CONSOLIDATED INC | 0.007187 | ✓ |
| PEABODY ENERGY CORP | 0.007072 |  |
| TIMKEN CO | 0.007063 | ✓ |
| ENERSYS INC | 0.007063 | ✓ |
| JONES LANG LASALLE INC | 0.007055 | ✓ |
| FIRST HORIZON CORP | 0.007046 |  |
| DILLARDS INC CL A | 0.007033 |  |
| POPULAR INC | 0.006991 |  |
| EPR PROPERTIES | 0.006968 | ✓ |
| ENACT HOLDINGS INC | 0.006877 | ✓ |
| MAXIMUS INC | 0.006873 | ✓ |
| OMEGA HEALTHCARE INVESTORS INC | 0.006845 | ✓ |
| FIRSTCASH HOLDINGS INC | 0.006816 | ✓ |
| CACI INTL-A | 0.006609 | ✓ |
| GAMING AND LEISURE PROPRTI INC | 0.006569 |  |
| LEAR CORP NEW | 0.006560 | ✓ |
| GENPACT LTD | 0.006536 | ✓ |
| CAL-MAINE FOODS INC | 0.006454 | ✓ |
| TD SYNNEX CORP | 0.006402 |  |
| GLOBE LIFE INC | 0.006336 |  |
| MATSON INC | 0.006313 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000894189-26-013910` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1643174/000089418926013910/0000894189-26-013910-index.htm>
- N-PORT (fund B) — accession `0000940400-26-014536` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1667919/000094040026014536/0000940400-26-014536-index.htm>

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