# Portfolio overlap — FDND vs XDAT

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

- Shared positions: 14
- FT Vest Dow Jones Internet & Target Income ETF covered by Franklin Exponential Data ETF: 0.2994888506933768776109239698
- Franklin Exponential Data ETF covered by FT Vest Dow Jones Internet & Target Income ETF: 0.2994888506933768776109239698

## 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 Exponential Data ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| CLOUDFLARE INC-A | 0.111897 | ✓ |
| ALPHABET INC CL A | 0.092289 | ✓ |
| META PLATFORMS INC CL A | 0.076749 | ✓ |
| MICROSOFT CORP | 0.059988 |  |
| APPLOVIN CORP | 0.045565 |  |
| Franklin Institutional US Government Money Market Fund | 0.041089 |  |
| CROWDSTRIKE HOLDINGS INC | 0.038258 |  |
| PALANTIR TECHNOLOGIES INC | 0.036695 |  |
| PALO ALTO NETWORKS INC | 0.035844 |  |
| NETFLIX INC | 0.030492 | ✓ |
| SNOWFLAKE INC CL A | 0.025972 | ✓ |
| ARISTA NETWORKS INC | 0.025660 | ✓ |
| T-MOBILE US INC | 0.023845 |  |
| SERVICENOW INC | 0.022712 |  |
| ROKU INC CLASS A | 0.019475 |  |
| MONGODB INC CL A | 0.017233 |  |
| REDDIT INC-A | 0.016739 |  |
| DATADOG INC CL A | 0.015611 | ✓ |
| EQUINIX INC | 0.013989 |  |
| TENCENT HOLDINGS LTD | 0.012647 |  |
| GUIDEWIRE SOFTWARE INC | 0.012047 |  |
| TRADEWEB MARKETS INC A | 0.011828 |  |
| ZSCALER INC | 0.010144 |  |
| SALESFORCE INC | 0.010123 | ✓ |
| ALIBABA GROUP HOLDING LTD SPON ADR | 0.009629 |  |
| COINBASE GLOBAL INC | 0.009026 |  |
| VEEVA SYSTEMS-A | 0.009025 | ✓ |
| ORACLE CORP | 0.008864 |  |
| FAIR ISAAC CORP | 0.008464 |  |
| TREND MICRO INC | 0.007051 |  |
| CELESTICA INC SUB VTG | 0.006789 |  |
| SERVICETITAN INC-A | 0.006400 |  |
| SAMSARA INC-CL A | 0.006331 | ✓ |
| UNITY SOFTWARE INC | 0.006005 |  |
| MSCI INC | 0.005812 |  |
| LIFE360 INC | 0.005709 |  |
| MOODYS CORP | 0.005534 |  |
| CROWN CASTLE INC | 0.005492 |  |
| SENTINELONE INC | 0.005478 |  |
| ROBINHOOD MARKETS INC | 0.005406 |  |
| CLEARWATER ANALYTICS HOLDINGS INC | 0.005288 |  |
| SBA COMMUNICATIONS CORP | 0.005185 |  |
| SCHRODINGER INC | 0.004932 |  |
| MONDAY.COM LTD | 0.004668 |  |
| FORTINET INC | 0.004509 |  |
| DOXIMITY INC-A | 0.003894 |  |
| CONSTELLATION SOFTWARE INC | 0.003885 |  |
| VERISK ANALYTICS INC | 0.003851 |  |
| WAYSTAR HOLDING CORP | 0.003846 |  |
| TYLER TECHNOLOGIES INC | 0.003583 |  |


## 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 `0000940400-26-020161` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1655589/000094040026020161/0000940400-26-020161-index.htm>

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