# Portfolio overlap — MDEV vs FSMEX

Comparing **First Trust Indxx Medical Devices ETF** (2026-03-31) and **Select Medical Technology and Devices Portfolio** (2026-02-28).

- Shared positions: 16
- First Trust Indxx Medical Devices ETF covered by Select Medical Technology and Devices Portfolio: 0.2624788209701343435819079300
- Select Medical Technology and Devices Portfolio covered by First Trust Indxx Medical Devices ETF: 0.2624788209701343435819079300

## First Trust Indxx Medical Devices ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| GLOBUS MEDICAL INC | 0.033181 |  |
| ALIGN TECHNOLOGY INC | 0.029723 |  |
| PENUMBRA INC | 0.027431 | ✓ |
| MASIMO CORP | 0.026821 | ✓ |
| HOYA CORP | 0.026778 |  |
| HOLOGIC INC | 0.024305 |  |
| WATERS CORP | 0.024252 | ✓ |
| EDWARDS LIFESCIENCES CORP | 0.023603 | ✓ |
| INTUITIVE SURGICAL INC | 0.023251 | ✓ |
| WUXI APPTEC CO LTD H | 0.023215 |  |
| ALCON INC | 0.022796 |  |
| COOPER COS INC | 0.022765 |  |
| FISHER & PAYKEL | 0.022694 |  |
| METTLER-TOLEDO INTL INC | 0.021867 | ✓ |
| GE HEALTHCARE TECHNOLOGIES INC WI | 0.021840 | ✓ |
| TELEFLEX INC | 0.021806 |  |
| KONINKLIJKE PHIL | 0.021700 |  |
| REVVITY INC | 0.021634 |  |
| STRAUMANN HOLDG AG (REGD) | 0.021053 |  |
| DEXCOM INC | 0.021018 |  |
| ZIMMER BIOMET HO | 0.020808 |  |
| WEST PHARMACEUTICAL SVCS INC | 0.020806 |  |
| STERIS PLC | 0.020448 |  |
| DANAHER CORP | 0.020421 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.020402 | ✓ |
| BIO RAD LABS CL A | 0.020357 |  |
| MEDTRONIC PLC | 0.019758 |  |
| STRYKER CORP | 0.019681 | ✓ |
| Smith & Nephew PLC | 0.019579 |  |
| Sartorius Stedim Biotech S.A. | 0.019545 | ✓ |
| MERIT MEDICAL SYSTEMS INC | 0.019013 |  |
| DEMANT A/S | 0.018692 |  |
| BECTON DICKINSON and CO | 0.018339 | ✓ |
| SONOVA HOLDING A | 0.018329 |  |
| AGILENT TECHNOLOGIES INC | 0.018145 | ✓ |
| Terumo Corporation | 0.018070 |  |
| RESMED INC | 0.017927 |  |
| BIOMERIEUX | 0.017513 |  |
| OLYMPUS CORP | 0.017219 |  |
| SIEMENS HEALTHINEERS AG COMMON STOCK | 0.016992 |  |
| COLOPLAST-B COMMON STOCK | 0.016928 |  |
| ABBOTT LABS | 0.016884 | ✓ |
| BAXTER INTL INC | 0.016674 |  |
| SYSMEX CORPORATION | 0.015276 |  |
| INSULET CORP | 0.014553 | ✓ |
| BOSTON SCIENTIFIC CORP | 0.014308 | ✓ |
| AMPLIFON SPA | 0.014045 |  |
| COCHLEAR LTD | 0.013787 |  |
| CARL ZEISS ME-BR | 0.012640 |  |
| DREY-GVT CSH-I | 0.001129 |  |

## Select Medical Technology and Devices Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| DANAHER CORP | 0.136574 | ✓ |
| BOSTON SCIENTIFIC CORP | 0.123513 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.095922 | ✓ |
| INTUITIVE SURGICAL INC | 0.087149 | ✓ |
| EDWARDS LIFESCIENCES CORP | 0.056065 | ✓ |
| STRYKER CORP | 0.049499 | ✓ |
| ABBOTT LABS | 0.048907 | ✓ |
| MASIMO CORP | 0.026978 | ✓ |
| VEEVA SYSTEMS-A | 0.026402 |  |
| INSULET CORP | 0.024391 | ✓ |
| IQVIA HOLDINGS INC | 0.022106 |  |
| WAYSTAR HOLDING CORP | 0.019731 |  |
| REPLIGEN CORP | 0.019098 |  |
| BIO-TECHNE CORP | 0.017506 |  |
| WATERS CORP | 0.015794 | ✓ |
| Sartorius Stedim Biotech S.A. | 0.015454 | ✓ |
| BECTON DICKINSON and CO | 0.015418 | ✓ |
| CARIS LIFE SCIENCES INC | 0.014940 |  |
| MEDLINE INC-A | 0.013575 |  |
| IRHYTHM TECHNOLOGIES INC | 0.013522 |  |
| 10X GENOMICS INC | 0.012459 |  |
| NATERA INC | 0.011431 |  |
| PENUMBRA INC | 0.011354 | ✓ |
| VERACYTE INC | 0.010631 |  |
| GUARDANT HEALTH INC | 0.010577 |  |
| AGILENT TECHNOLOGIES INC | 0.010004 | ✓ |
| GE HEALTHCARE TECHNOLOGIES INC WI | 0.009724 | ✓ |
| Fidelity Securities Lending Cash Central Fund | 0.009266 |  |
| KARDIUM SRE D-7 PC PP (REDOMICILE CLOSING AUGUST 2025) | 0.009220 |  |
| LIFESTANCE HEALTH GROUP INC | 0.007161 |  |
| KESTRA MEDICAL TECHNOLOGIES INC | 0.006396 |  |
| Fidelity Cash Central Fund | 0.006155 |  |
| HEARTFLOW INC | 0.005854 |  |
| METTLER-TOLEDO INTL INC | 0.004806 | ✓ |
| ELEMENT BIOSCIENCES INC SER D PC PP | 0.004699 |  |
| BRUKER CORP | 0.003967 |  |
| OMADA HEALTH INC | 0.003374 |  |
| SHOULDER INNOVATIONS INC(180 Day Lockup) | 0.003260 |  |
| FREENOME HOLDINGS INC SER D PC PP | 0.003219 |  |
| 10X GENOMICS INC CL B 144A | 0.002487 |  |
| ALEDADE INC SER F PC PP | 0.001737 |  |
| GALVANIZE THERAPEUTICS SER C-1 PC PERP PP | 0.001712 |  |
| ICU MEDICAL INC | 0.001655 |  |
| MANUS BIO INC SER ONE-6 PC PP | 0.001570 |  |
| DNA SCRIPT SAS SER C PC PP | 0.001386 |  |
| ASIMOV INC SER B PC PP | 0.000695 |  |
| DOXIMITY INC-A | 0.000674 |  |
| SALUDA MEDICAL INC WT PP | 0.000596 |  |
| DMED BIOPHARMACEUTICAL CO LTD SER C PC PP | 0.000471 |  |
| SALUDA MEDICAL INC CDI | 0.000407 |  |


## Sources

- N-PORT (fund A) — accession `0000940400-26-020383` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1552740/000094040026020383/0000940400-26-020383-index.htm>
- N-PORT (fund B) — accession `0000035402-26-002674` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540226002674/0000035402-26-002674-index.htm>

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