# Portfolio overlap — FDYNX vs AFGR

Comparing **Franklin Dynatech Fund** (2026-03-31) and **First Trust Multi-Manager Large Growth ETF** (2026-02-28).

- Shared positions: 33
- Franklin Dynatech Fund covered by First Trust Multi-Manager Large Growth ETF: 0.6301076943906161748739031929
- First Trust Multi-Manager Large Growth ETF covered by Franklin Dynatech Fund: 0.6301076943906161748739031930

## Franklin Dynatech Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.126988 | ✓ |
| AMAZON.COM INC | 0.084250 | ✓ |
| ALPHABET INC CL A | 0.069795 | ✓ |
| MICROSOFT CORP | 0.067384 | ✓ |
| BROADCOM INC | 0.059472 | ✓ |
| META PLATFORMS INC CL A | 0.046288 | ✓ |
| APPLE INC | 0.043119 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.027342 | ✓ |
| TESLA INC | 0.027069 | ✓ |
| CELESTICA INC SUB VTG | 0.022789 |  |
| SHOPIFY INC CL A | 0.021599 | ✓ |
| LAM RESEARCH CORP | 0.018150 |  |
| CLOUDFLARE INC-A | 0.016694 | ✓ |
| NETFLIX INC | 0.015558 | ✓ |
| KLA CORP | 0.015486 | ✓ |
| MASTERCARD INC CL A | 0.015159 | ✓ |
| APPLOVIN CORP | 0.012880 | ✓ |
| VISA INC-CLASS A | 0.012226 | ✓ |
| AMPHENOL CORPORATION CL A | 0.012011 | ✓ |
| NATERA INC | 0.011731 | ✓ |
| MERCADOLIBRE INC | 0.011191 |  |
| LILLY ELI and CO | 0.011162 | ✓ |
| MONOLITHIC POWER SYS INC | 0.011057 |  |
| PALANTIR TECHNOLOGIES INC | 0.010355 | ✓ |
| AXON ENTERPRISE INC | 0.010308 | ✓ |
| Ascendis Pharma A/S | 0.010178 |  |
| ARISTA NETWORKS INC | 0.009933 | ✓ |
| GE VERNOVA LLC | 0.009710 | ✓ |
| INTUITIVE SURGICAL INC | 0.009324 |  |
| BLOOM ENERGY CORP CL A | 0.009318 |  |
| Franklin Institutional US Government Money Market Fund | 0.008539 |  |
| KRATOS DEFENSE and SEC SOLTN INC | 0.007131 |  |
| SK HYNIX INC | 0.006885 |  |
| GUARDANT HEALTH INC | 0.006539 |  |
| SANDISK CORPORATION | 0.006425 |  |
| ASML HOLDING-NY | 0.006412 |  |
| QUANTA SVCS INC | 0.006219 | ✓ |
| ARGENX SE | 0.005872 |  |
| CADENCE DESIGN SYSTEMS INC | 0.005620 | ✓ |
| TECHNIPFMC PLC | 0.005593 |  |
| PALO ALTO NETWORKS INC | 0.004864 | ✓ |
| DOORDASH INC-A | 0.004859 | ✓ |
| INSMED INC | 0.004630 |  |
| THE BOOKING HOLDINGS INC | 0.004258 |  |
| LIGAND PHARMACEUTICALS | 0.004240 |  |
| ROBINHOOD MARKETS INC | 0.004205 |  |
| SYNOPSYS INC | 0.004010 | ✓ |
| KARMAN HOLDINGS INC | 0.003886 |  |
| ELBIT SYSTEMS LTD | 0.003778 |  |
| ROCKET LAB CORP | 0.003637 |  |

## 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 |  |


## Sources

- N-PORT (fund A) — accession `0002071691-26-012260` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/38721/000207169126012260/0002071691-26-012260-index.htm>
- N-PORT (fund B) — accession `0000940400-26-014529` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1667919/000094040026014529/0000940400-26-014529-index.htm>

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