# Portfolio overlap — FDN vs AIUP

Comparing **First Trust Dow Jones Internet Index Fund** (2026-03-31) and **FINQ FIRST U.S. Large Cap AI-Managed Equity ETF** (2026-03-31).

- Shared positions: 6
- First Trust Dow Jones Internet Index Fund covered by FINQ FIRST U.S. Large Cap AI-Managed Equity ETF: 0.3335119305938350581466670551
- FINQ FIRST U.S. Large Cap AI-Managed Equity ETF covered by First Trust Dow Jones Internet Index Fund: 0.3335119305938350581466670551

## First Trust Dow Jones Internet Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| AMAZON.COM INC | 0.102394 | ✓ |
| META PLATFORMS INC CL A | 0.091341 | ✓ |
| NETFLIX INC | 0.089766 | ✓ |
| CISCO SYSTEMS INC | 0.067786 |  |
| ALPHABET INC CL A | 0.054028 |  |
| THE BOOKING HOLDINGS INC | 0.045828 |  |
| SALESFORCE INC | 0.045238 | ✓ |
| ALPHABET INC CL C | 0.043295 |  |
| ARISTA NETWORKS INC | 0.041788 |  |
| CLOUDFLARE INC-A | 0.034515 |  |
| DOORDASH INC-A | 0.029600 | ✓ |
| CIENA CORP | 0.028837 |  |
| AIRBNB INC CLASS A | 0.028200 |  |
| SNOWFLAKE INC CL A | 0.027207 |  |
| CARVANA CO CL A | 0.023438 |  |
| PAYPAL HOLDINGS | 0.021955 |  |
| EBAY INC | 0.021683 |  |
| DATADOG INC CL A | 0.020431 | ✓ |
| ROBLOX CORP - A | 0.019725 |  |
| COPART INC | 0.015587 |  |
| WORKDAY INC CL A | 0.014593 |  |
| VEEVA SYSTEMS-A | 0.014010 |  |
| ZOOM VIDEO COMMUNICATIONS INC CL A | 0.011254 |  |
| VERISIGN INC | 0.010807 |  |
| COREWEAVE INC | 0.009868 |  |
| FLUTTER ENTERTAINMENT PLC | 0.009423 |  |
| AKAMAI TECHNOLOGIES INC | 0.008715 |  |
| F5 INC | 0.008622 |  |
| OKTA INC CL A | 0.007032 |  |
| HUBSPOT INC | 0.006788 |  |
| ATLASSIAN CORP PLC CLS A | 0.006103 |  |
| SAMSARA INC-CL A | 0.005984 |  |
| GODADDY INC CL A | 0.005892 |  |
| DRAFTKINGS INC | 0.005646 |  |
| NUTANIX INC CL A | 0.005420 |  |
| DOCUSIGN INC | 0.005006 |  |
| PAYCOM SOFTWARE INC | 0.003132 |  |
| DROPBOX INC CL A | 0.002089 |  |
| DUOLINGO INC | 0.002080 |  |
| BOX INC- CLASS A | 0.001786 |  |
| MARATHON DIGITAL HOLDINGS INC | 0.001627 |  |
| MSILF Treasury Portfolio, Class Institutional | 0.001327 |  |
| DAIWA CAPITAL MARKETS AMERICA INC | 0.000154 |  |

## FINQ FIRST U.S. Large Cap AI-Managed Equity ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| META PLATFORMS INC CL A | 0.155346 | ✓ |
| NVIDIA CORP | 0.152134 |  |
| AMAZON.COM INC | 0.149541 | ✓ |
| FRST AM-GV OB-X | 0.048280 |  |
| ORACLE CORP | 0.046394 |  |
| BROADCOM INC | 0.046326 |  |
| BLOCK INC CL A | 0.046001 |  |
| UBER TECHNOLOGIES INC | 0.045217 |  |
| NETFLIX INC | 0.045200 | ✓ |
| MICROSOFT CORP | 0.044948 |  |
| SALESFORCE INC | 0.044546 | ✓ |
| DOORDASH INC-A | 0.044441 | ✓ |
| BOSTON SCIENTIFIC CORP | 0.043918 |  |
| SERVICENOW INC | 0.043860 |  |
| DATADOG INC CL A | 0.043849 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000940400-26-021507` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1329377/000094040026021507/0000940400-26-021507-index.htm>
- N-PORT (fund B) — accession `0002000324-26-001962` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1742912/000200032426001962/0002000324-26-001962-index.htm>

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