# Portfolio overlap — JSML vs FNY

Comparing **Janus Henderson Small Cap Growth Alpha ETF** (2026-01-31) and **First Trust Mid Cap Growth AlphaDEX Fund** (2026-04-30).

- Shared positions: 38
- Janus Henderson Small Cap Growth Alpha ETF covered by First Trust Mid Cap Growth AlphaDEX Fund: 0.2086301575123877623810817914
- First Trust Mid Cap Growth AlphaDEX Fund covered by Janus Henderson Small Cap Growth Alpha ETF: 0.2086301575123877623810817914

## Janus Henderson Small Cap Growth Alpha ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BLOOM ENERGY CORP CL A | 0.021272 |  |
| ENOVA INTL INC | 0.020228 | ✓ |
| CACTUS INC CL A | 0.020075 |  |
| ATMUS FILTRATION TECHNOLOGIES INC | 0.019599 | ✓ |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 0.018918 |  |
| RYMAN HOSPITALITY PPTYS INC | 0.018904 | ✓ |
| INTERDIGITAL INC | 0.018608 | ✓ |
| ARGAN INC | 0.018266 | ✓ |
| CATALYST PHARMACEUTICALS INC | 0.017617 |  |
| NEXTRACKER INC CL A | 0.017014 |  |
| QUALYS INC | 0.015999 |  |
| BANC OF CALIFORNIA INC | 0.015466 |  |
| ARTISAN PARTNERS ASSET MANAGEMENT INC A | 0.015406 |  |
| STERLING INFRASTRUCTURE INC | 0.014992 | ✓ |
| WORKIVA INC | 0.014906 |  |
| RAMBUS INC | 0.014807 | ✓ |
| POWELL INDUSTRIES INC | 0.014656 | ✓ |
| FABRINET | 0.014608 |  |
| COLLEGIUM PHARMACEUTICAL INC | 0.014261 |  |
| ST JOE COMPANY | 0.014106 |  |
| HURON CONSULTING GROUP INC | 0.014059 |  |
| SANMINA CORP | 0.014008 | ✓ |
| ENERSYS INC | 0.013903 | ✓ |
| LCI INDUSTRIES | 0.013830 |  |
| THERAVANCE BIOPHARMA INC | 0.013822 |  |
| HAEMONETICS CORP MASS | 0.013712 |  |
| BRIDGEBIO PHARMA INC | 0.012757 | ✓ |
| HARMONY BIOSCIENCES HOLDINGS INC | 0.012724 |  |
| VICOR CORPORATION | 0.012585 | ✓ |
| PALOMAR HOLDINGS | 0.012477 |  |
| SPX TECHNOLOGIES INC | 0.011992 | ✓ |
| INSTALLED BUILDING PRODUCTS INC | 0.011491 | ✓ |
| HEALTHCARE SERVS | 0.011254 |  |
| INTERNATIONAL MONEY EXPRESS INC | 0.011172 |  |
| KRYSTAL BIOTECH INC | 0.011156 | ✓ |
| LAUREATE EDUCATION INC CL A | 0.010780 | ✓ |
| CTS CORP | 0.010687 |  |
| CLEARWATER ANALYTICS HOLDINGS INC | 0.010640 |  |
| CYTOKINETICS INC | 0.010245 | ✓ |
| CUSTOMERS BANCORP INC | 0.010236 |  |
| IES HOLDINGS INC | 0.009631 | ✓ |
| 10X GENOMICS INC | 0.009603 |  |
| AURINIA PHARMS. INC | 0.009491 |  |
| ALKERMES PLC | 0.009245 |  |
| LANTHEUS HOLDING | 0.008853 | ✓ |
| UPWORK INC | 0.008804 |  |
| ABERCROMBIE & FI | 0.008734 | ✓ |
| VERACYTE INC | 0.008722 |  |
| PACS GROUP INC | 0.008684 | ✓ |
| HCI GROUP INC | 0.008591 |  |

## First Trust Mid Cap Growth AlphaDEX Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SANMINA CORP | 0.011027 | ✓ |
| VICOR CORPORATION | 0.010976 | ✓ |
| TTM TECHNOLOGIES INC | 0.010659 |  |
| VIAVI SOLUTIONS INC | 0.010334 |  |
| POWELL INDUSTRIES INC | 0.010089 | ✓ |
| TERAWULF INC | 0.009883 |  |
| VIASAT INC | 0.009445 |  |
| IES HOLDINGS INC | 0.008871 | ✓ |
| PLANET LABS PBC A | 0.008681 |  |
| SITIME CORP | 0.008547 | ✓ |
| PRIMORIS SVCS CORP | 0.008312 |  |
| STERLING INFRASTRUCTURE INC | 0.008309 | ✓ |
| EVERUS CONSTRUCTION GROUP INC | 0.008196 |  |
| ENOVA INTL INC | 0.008185 | ✓ |
| ARGAN INC | 0.008074 | ✓ |
| ENERSYS INC | 0.008057 | ✓ |
| DYCOM INDUSTRIES INC | 0.008022 |  |
| TUTOR PERINI CORP | 0.007900 |  |
| ADV ENERGY INDS | 0.007808 |  |
| MODINE MFG CO | 0.007711 |  |
| ARROWHEAD PHARMACEUTICALS INC | 0.007691 | ✓ |
| FIRSTCASH HOLDINGS INC | 0.007618 |  |
| DAIWA CAPITAL MARKETS AMERICA INC | 0.007568 |  |
| ESCO TECHNOLOGIES INC | 0.007556 |  |
| ONTO INNOVATION INC | 0.007554 |  |
| GRANITE CONSTRUCTION INC | 0.007504 |  |
| BRIGHTSPRING HEALTH SERVICES INC | 0.007389 |  |
| DIGITALOCEAN HOLDINGS INC | 0.007378 |  |
| FORMFACTOR INC | 0.007358 |  |
| ARCHROCK INC | 0.007308 |  |
| CONSTRUCTION PARTNERS INC CL A | 0.007303 |  |
| COCA COLA CONSOLIDATED INC | 0.007019 |  |
| MADISON SQUARE GARDEN SPORTS CORP | 0.006992 |  |
| AFFIL MANAGERS | 0.006990 |  |
| MIRUM PHARMACEUTICALS INC | 0.006913 |  |
| PACS GROUP INC | 0.006855 | ✓ |
| FRONTDOOR INC | 0.006817 | ✓ |
| FIVE BELOW INC | 0.006769 |  |
| MOOG INC-CLASS A | 0.006757 | ✓ |
| FEDERATED HERMES INC | 0.006723 |  |
| HASBRO INC | 0.006720 |  |
| ALIGNMENT HEALTHCARE INC | 0.006716 |  |
| LUMEN TECHNOLOGIES INC | 0.006678 | ✓ |
| VALMONT INDUSTRIES INC | 0.006676 |  |
| CENTURY ALUMINUM COMPANY | 0.006647 |  |
| AMENTUM HOLDINGS INC | 0.006601 |  |
| FLOWSERVE CORP | 0.006575 |  |
| GLOBALSTAR INC | 0.006506 |  |
| CG ONCOLOGY INC | 0.006472 |  |
| AXSOME THERAPEUTICS INC | 0.006453 |  |


## Sources

- N-PORT (fund A) — accession `0002071691-26-006021` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1500604/000207169126006021/0002071691-26-006021-index.htm>
- N-PORT (fund B) — accession `0000940400-26-025135` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/1383496/000094040026025135/0000940400-26-025135-index.htm>

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