# Portfolio overlap — FDND vs BUYZ

Comparing **FT Vest Dow Jones Internet & Target Income ETF** (2026-04-30) and **Franklin Disruptive Commerce ETF** (2026-03-31).

- Shared positions: 10
- FT Vest Dow Jones Internet & Target Income ETF covered by Franklin Disruptive Commerce ETF: 0.3512739562022661301506140749
- Franklin Disruptive Commerce ETF covered by FT Vest Dow Jones Internet & Target Income ETF: 0.3512739562022661301506140749

## FT Vest Dow Jones Internet & Target Income ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| AMAZON.COM INC | 0.116523 | ✓ |
| META PLATFORMS INC CL A | 0.087315 | ✓ |
| NETFLIX INC | 0.078132 | ✓ |
| CISCO SYSTEMS INC | 0.071469 |  |
| ALPHABET INC CL A | 0.064631 | ✓ |
| ALPHABET INC CL C | 0.051537 |  |
| ARISTA NETWORKS INC | 0.047116 |  |
| THE BOOKING HOLDINGS INC | 0.040951 | ✓ |
| SALESFORCE INC | 0.038256 |  |
| CIENA CORP | 0.035013 |  |
| CLOUDFLARE INC-A | 0.030644 |  |
| DOORDASH INC-A | 0.029723 | ✓ |
| AIRBNB INC CLASS A | 0.028019 | ✓ |
| CARVANA CO CL A | 0.026392 | ✓ |
| EBAY INC | 0.022035 | ✓ |
| SNOWFLAKE INC CL A | 0.022006 |  |
| PAYPAL HOLDINGS | 0.021758 |  |
| DATADOG INC CL A | 0.020456 |  |
| ROBLOX CORP - A | 0.017230 | ✓ |
| COPART INC | 0.013899 |  |
| COREWEAVE INC | 0.012707 |  |
| WORKDAY INC CL A | 0.012294 |  |
| ZOOM VIDEO COMMUNICATIONS INC CL A | 0.012162 |  |
| VEEVA SYSTEMS-A | 0.011120 |  |
| VERISIGN INC | 0.010450 |  |
| FLUTTER ENTERTAINMENT PLC | 0.008917 |  |
| F5 INC | 0.008626 |  |
| AKAMAI TECHNOLOGIES INC | 0.006986 |  |
| OKTA INC CL A | 0.005884 |  |
| GODADDY INC CL A | 0.005532 |  |
| HUBSPOT INC | 0.005510 |  |
| ATLASSIAN CORP PLC CLS A | 0.005487 |  |
| DRAFTKINGS INC | 0.005445 |  |
| NUTANIX INC CL A | 0.005213 |  |
| SAMSARA INC-CL A | 0.004851 |  |
| DOCUSIGN INC | 0.004340 |  |
| PAYCOM SOFTWARE INC | 0.002924 |  |
| MARATHON DIGITAL HOLDINGS INC | 0.002138 |  |
| DUOLINGO INC | 0.002078 |  |
| DROPBOX INC CL A | 0.001997 |  |
| BOX INC- CLASS A | 0.001634 |  |
| DREY-GVT CSH-I | 0.000602 |  |

## Franklin Disruptive Commerce ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| AMAZON.COM INC | 0.105075 | ✓ |
| SHOPIFY INC CL A | 0.095848 |  |
| APPLOVIN CORP | 0.044828 |  |
| META PLATFORMS INC CL A | 0.043021 | ✓ |
| MERCADOLIBRE INC | 0.041115 |  |
| NETFLIX INC | 0.039549 | ✓ |
| CARVANA CO CL A | 0.037985 | ✓ |
| WALMART INC | 0.037002 |  |
| DOORDASH INC-A | 0.035971 | ✓ |
| THE BOOKING HOLDINGS INC | 0.035854 | ✓ |
| MASTERCARD INC CL A | 0.031471 |  |
| ALPHABET INC CL A | 0.029154 | ✓ |
| COSTCO WHOLESALE CORP | 0.028978 |  |
| EBAY INC | 0.027260 | ✓ |
| UBER TECHNOLOGIES INC | 0.025946 |  |
| VISA INC-CLASS A | 0.022921 |  |
| PROLOGIS INC REIT | 0.020176 |  |
| EXPEDIA INC | 0.017473 |  |
| ROKU INC CLASS A | 0.013333 |  |
| AFFIRM HOLDINGS INC | 0.013266 |  |
| SPOTIFY TECHNOLOGY SA | 0.013011 |  |
| CHEWY INC- CL A | 0.012381 |  |
| XPO LOGISTICS INC | 0.012128 |  |
| FASTENAL CO | 0.011459 |  |
| GIGACLOUD TECHNOLOGY INC A | 0.011134 |  |
| FIGS INC-CLASS A | 0.010406 |  |
| ROBLOX CORP - A | 0.010305 | ✓ |
| AIRBNB INC CLASS A | 0.010165 | ✓ |
| TENCENT HOLDINGS LTD | 0.010147 |  |
| BABA-W | 0.009045 |  |
| MAPLEBEAR INC | 0.008956 |  |
| Nintendo Company Ltd. ADR | 0.008899 |  |
| Adyen NV | 0.008529 |  |
| COUPANG INC A | 0.008078 |  |
| PDD HOLDINGS INC ADR | 0.008028 |  |
| LIQUIDITY SERVICES INC | 0.007893 |  |
| SEA LTD ADR | 0.007624 |  |
| BLOOM ENERGY CORP CL A | 0.007467 |  |
| ROBINHOOD MARKETS INC | 0.007449 |  |
| REVOLVE GROUP INC | 0.007335 |  |
| DESCARTES SYS | 0.005174 |  |
| MANHATTAN ASSOCIATES INC | 0.004984 |  |
| WAYFAIR INC- A | 0.004930 |  |
| NASPERS NPV | 0.004927 |  |
| CH ROBINSON WORLDWIDE INC | 0.004856 |  |
| GLOBAL-E ONLINE LTD | 0.004798 |  |
| PROSUS NV | 0.004756 |  |
| COINBASE GLOBAL INC | 0.004713 |  |
| ETSY INC | 0.004666 |  |
| FIGMA INC-CL A | 0.003913 |  |


## Sources

- N-PORT (fund A) — accession `0000940400-26-024889` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/1517936/000094040026024889/0000940400-26-024889-index.htm>
- N-PORT (fund B) — accession `0000940400-26-020170` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1655589/000094040026020170/0000940400-26-020170-index.htm>

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