# Portfolio overlap — FDN vs OGIG

Comparing **First Trust Dow Jones Internet Index Fund** (2026-03-31) and **ALPS | OShares Global Internet Giants ETF** (2026-02-28).

- Shared positions: 19
- First Trust Dow Jones Internet Index Fund covered by ALPS | OShares Global Internet Giants ETF: 0.3630469843690588583785715890
- ALPS | OShares Global Internet Giants ETF covered by First Trust Dow Jones Internet Index Fund: 0.3630469843690588583785715890

## 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 |  |

## ALPS | OShares Global Internet Giants ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ALPHABET INC CL A | 0.075092 | ✓ |
| META PLATFORMS INC CL A | 0.074756 | ✓ |
| MICROSOFT CORP | 0.061128 |  |
| AMAZON.COM INC | 0.060371 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.032156 |  |
| ORACLE CORP | 0.030498 |  |
| PDD HOLDINGS INC ADR | 0.026185 |  |
| NETFLIX INC | 0.025276 | ✓ |
| PALO ALTO NETWORKS INC | 0.024621 |  |
| MERCADOLIBRE INC | 0.021478 |  |
| SHOPIFY INC CL A | 0.021175 |  |
| TENCENT HOLDINGS LTD | 0.019379 |  |
| CLOUDFLARE INC-A | 0.018618 | ✓ |
| SNOWFLAKE INC CL A | 0.018152 | ✓ |
| UBER TECHNOLOGIES INC | 0.017661 |  |
| APPLOVIN CORP | 0.017522 |  |
| CROWDSTRIKE HOLDINGS INC | 0.016948 |  |
| DOORDASH INC-A | 0.016226 | ✓ |
| ROBLOX CORP - A | 0.015833 | ✓ |
| XERO LTD | 0.014788 |  |
| Spotify Technology SA | 0.014635 |  |
| WISETECH GLOBAL | 0.014063 |  |
| SERVICENOW INC | 0.014005 |  |
| DATADOG INC CL A | 0.013976 | ✓ |
| TAKE-TWO INTERACTV SOFTWR INC | 0.013851 |  |
| REDDIT INC-A | 0.013260 |  |
| Grab Holdings Ltd | 0.012791 |  |
| SAMSARA INC-CL A | 0.012405 | ✓ |
| NASPERS LTD-N | 0.012332 |  |
| ZSCALER INC | 0.011622 |  |
| RUBRIK INC-A | 0.011557 |  |
| MONGODB INC CL A | 0.011081 |  |
| Tencent Music Entertainment Group SPON ADS EA REP 2 ORD SHS | 0.010983 |  |
| SAP SE | 0.010559 |  |
| INTUIT INC | 0.010436 |  |
| TRIP.COM GROUP LTD ADR | 0.010027 |  |
| ALIBABA GROUP HOLDING LTD SPON ADR | 0.009891 |  |
| FAIR ISAAC CORP | 0.009809 |  |
| LIVE NATION ENTERTAINMENT INC | 0.009717 |  |
| GUIDEWIRE SOFTWARE INC | 0.009533 |  |
| DUOLINGO INC | 0.009450 | ✓ |
| FORTINET INC | 0.009371 |  |
| HUBSPOT INC | 0.009212 | ✓ |
| NUTANIX INC CL A | 0.009162 | ✓ |
| SALESFORCE INC | 0.008964 | ✓ |
| MEITUAN-W | 0.008910 |  |
| COSTAR GROUP INC | 0.008908 |  |
| TRADE DESK INC-A | 0.008510 |  |
| VEEVA SYSTEMS-A | 0.007977 | ✓ |
| AIRBNB INC CLASS A | 0.007940 | ✓ |


## 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 `0001049169-26-001005` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1414040/000104916926001005/0001049169-26-001005-index.htm>

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