# Portfolio overlap — AFGR vs CFSIX

Comparing **First Trust Multi-Manager Large Growth ETF** (2026-02-28) and **Touchstone Funds Group Trust-Touchstone Sands Capital Select Growth Fund** (2026-03-31).

- Shared positions: 24
- First Trust Multi-Manager Large Growth ETF covered by Touchstone Funds Group Trust-Touchstone Sands Capital Select Growth Fund: 0.6260958174174462548790819573
- Touchstone Funds Group Trust-Touchstone Sands Capital Select Growth Fund covered by First Trust Multi-Manager Large Growth ETF: 0.6260958174174462548790819573

## First Trust Multi-Manager Large Growth ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.126965 | ✓ |
| ALPHABET INC CL A | 0.053426 | ✓ |
| MICROSOFT CORP | 0.050602 | ✓ |
| AMAZON.COM INC | 0.048375 | ✓ |
| META PLATFORMS INC CL A | 0.046587 | ✓ |
| BROADCOM INC | 0.044892 | ✓ |
| APPLE INC | 0.041759 |  |
| MSILF Treasury Portfolio, Class Institutional | 0.027875 |  |
| SHOPIFY INC CL A | 0.027577 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.026307 | ✓ |
| NETFLIX INC | 0.023553 | ✓ |
| CARVANA CO CL A | 0.022757 | ✓ |
| LILLY ELI and CO | 0.020626 |  |
| VISA INC-CLASS A | 0.019202 | ✓ |
| DOORDASH INC-A | 0.019027 | ✓ |
| SEA LTD ADR | 0.018175 | ✓ |
| CARPENTER TECHNOLOGY CORP | 0.017549 | ✓ |
| NU HOLDINGS LTD/CAYMAN ISLANDS | 0.017478 |  |
| BLOCK INC CL A | 0.016854 | ✓ |
| SAMSARA INC-CL A | 0.015535 | ✓ |
| SPOTIFY TECHNOLOGY SA | 0.015462 |  |
| MASTERCARD INC CL A | 0.014167 |  |
| TESLA INC | 0.013983 |  |
| INTERCONTINENTAL EXCHANGE INC | 0.013394 | ✓ |
| APPLOVIN CORP | 0.011604 | ✓ |
| QUANTA SVCS INC | 0.011380 | ✓ |
| CLOUDFLARE INC-A | 0.010763 | ✓ |
| AXON ENTERPRISE INC | 0.009953 | ✓ |
| GENERAL ELECTRIC CO | 0.009317 |  |
| KLA CORP | 0.009251 |  |
| ROBLOX CORP - A | 0.008751 | ✓ |
| DATADOG INC CL A | 0.007424 | ✓ |
| ARISTA NETWORKS INC | 0.007381 |  |
| AMPHENOL CORPORATION CL A | 0.007371 |  |
| VERTEX PHARMACEUTICALS INC | 0.007267 |  |
| HILTON WORLDWIDE HOLDINGS INC | 0.007115 |  |
| ADV MICRO DEVICE | 0.006953 |  |
| ORACLE CORP | 0.006289 |  |
| WALMART INC | 0.006273 |  |
| GE VERNOVA LLC | 0.005914 |  |
| PALANTIR TECHNOLOGIES INC | 0.005910 |  |
| SHERWIN WILLIAMS CO | 0.005908 |  |
| CATERPILLAR INC | 0.005774 |  |
| LOWES COS INC | 0.005510 |  |
| BJS WHSL CLUB HLDGS INC | 0.005184 |  |
| LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C | 0.004981 |  |
| O'REILLY AUTOMOTIVE INC | 0.004931 |  |
| ROYAL CARIBBEAN CRUISES LTD | 0.004901 |  |
| CHIPOTLE MEXICAN GRILL INC | 0.004841 |  |
| FERGUSON ENTERPRISES INC | 0.004744 |  |

## Touchstone Funds Group Trust-Touchstone Sands Capital Select Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.148367 | ✓ |
| DREY-GVT CSH-I | 0.072158 |  |
| META PLATFORMS INC CL A | 0.061922 | ✓ |
| AMAZON.COM INC | 0.060879 | ✓ |
| Spotify Technology SA | 0.047050 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.045617 | ✓ |
| SHOPIFY INC CL A | 0.045113 | ✓ |
| ALPHABET INC CL A | 0.044337 | ✓ |
| MICROSOFT CORP | 0.041327 | ✓ |
| BROADCOM INC | 0.035822 | ✓ |
| CARVANA CO CL A | 0.035457 | ✓ |
| CARPENTER TECHNOLOGY CORP | 0.032599 | ✓ |
| BLOCK INC CL A | 0.030364 | ✓ |
| VISA INC-CLASS A | 0.027174 | ✓ |
| NU Holdings Ltd/Cayman Islands | 0.026246 |  |
| NETFLIX INC | 0.024691 | ✓ |
| INTERCONTINENTAL EXCHANGE INC | 0.024094 | ✓ |
| SEA LTD ADR | 0.023580 | ✓ |
| QUANTA SVCS INC | 0.023432 | ✓ |
| CLOUDFLARE INC-A | 0.019595 | ✓ |
| SEAGATE TECHNOLO | 0.019483 |  |
| SAMSARA INC-CL A | 0.019338 | ✓ |
| DOORDASH INC-A | 0.018344 | ✓ |
| LAM RESEARCH CORP | 0.014690 |  |
| APPLOVIN CORP | 0.014677 | ✓ |
| ROBLOX CORP - A | 0.013526 | ✓ |
| DATADOG INC CL A | 0.013522 | ✓ |
| AXON ENTERPRISE INC | 0.009471 | ✓ |
| ULTRAGENYX PHARMA INC | 0.007127 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000940400-26-014529` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1667919/000094040026014529/0000940400-26-014529-index.htm>
- N-PORT (fund B) — accession `0001193125-26-246871` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/914243/000119312526246871/0001193125-26-246871-index.htm>

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