# Portfolio overlap — RND vs PJFG

Comparing **First Trust Bloomberg R&D Leaders ETF** (2026-03-31) and **PGIM Jennison Focused Growth ETF** (2026-02-27).

- Shared positions: 19
- First Trust Bloomberg R&D Leaders ETF covered by PGIM Jennison Focused Growth ETF: 0.6473554010251189246503255243
- PGIM Jennison Focused Growth ETF covered by First Trust Bloomberg R&D Leaders ETF: 0.6473554010251189246503255244

## First Trust Bloomberg R&D Leaders ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.083121 | ✓ |
| APPLE INC | 0.083009 | ✓ |
| ALPHABET INC CL A | 0.081659 | ✓ |
| AMAZON.COM INC | 0.080243 | ✓ |
| MICROSOFT CORP | 0.068065 | ✓ |
| NETFLIX INC | 0.045592 | ✓ |
| ABBVIE INC | 0.042322 |  |
| BROADCOM INC | 0.039725 | ✓ |
| META PLATFORMS INC CL A | 0.038597 | ✓ |
| LILLY ELI and CO | 0.038081 | ✓ |
| TESLA INC | 0.036758 | ✓ |
| GILEAD SCIENCES INC | 0.027697 |  |
| INTUITIVE SURGICAL INC | 0.026047 | ✓ |
| BOEING CO/THE | 0.024963 | ✓ |
| UBER TECHNOLOGIES INC | 0.024035 |  |
| EATON CORP PLC | 0.022300 |  |
| THE BOOKING HOLDINGS INC | 0.021533 |  |
| VERTEX PHARMACEUTICALS INC | 0.018270 | ✓ |
| BOSTON SCIENTIFIC CORP | 0.014885 |  |
| MICRON TECHNOLOGY INC | 0.013411 |  |
| REGENERON PHARMACEUTICALS INC | 0.012607 |  |
| ADV MICRO DEVICE | 0.011692 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.011365 | ✓ |
| TE CONNECTIVITY PLC | 0.009876 |  |
| CISCO SYSTEMS INC | 0.009864 |  |
| APPLIED MATERIALS INC | 0.009656 |  |
| LAM RESEARCH CORP | 0.009522 |  |
| ORACLE CORP | 0.008742 | ✓ |
| DOORDASH INC-A | 0.008447 |  |
| ZOETIS INC CL A | 0.007687 |  |
| ALNYLAM PHARMACEUTICALS INC | 0.006930 |  |
| TEXAS INSTRUMENTS INC | 0.006241 |  |
| ROBLOX CORP - A | 0.005496 |  |
| AXON ENTERPRISE INC | 0.005068 |  |
| ARISTA NETWORKS INC | 0.004545 |  |
| INTUIT INC | 0.004212 |  |
| SERVICENOW INC | 0.003845 |  |
| CORNING INC | 0.003808 |  |
| PALO ALTO NETWORKS INC | 0.003787 |  |
| ADOBE INC | 0.003611 |  |
| CROWDSTRIKE HOLDINGS INC | 0.003328 | ✓ |
| MARVELL TECHNOLOGY INC | 0.003015 |  |
| CADENCE DESIGN SYSTEMS INC | 0.002707 | ✓ |
| SYNOPSYS INC | 0.002607 |  |
| MOTOROLA SOLUTIONS INC | 0.002537 |  |
| CLOUDFLARE INC-A | 0.002161 |  |
| FORTINET INC | 0.001851 |  |
| AUTODESK INC | 0.001807 |  |
| SNOWFLAKE INC CL A | 0.001690 | ✓ |
| WORKDAY INC CL A | 0.000981 |  |

## PGIM Jennison Focused Growth ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.109802 | ✓ |
| ALPHABET INC CL A | 0.084307 | ✓ |
| APPLE INC | 0.081027 | ✓ |
| MICROSOFT CORP | 0.078445 | ✓ |
| AMAZON.COM INC | 0.076800 | ✓ |
| BROADCOM INC | 0.045089 | ✓ |
| LILLY ELI and CO | 0.044185 | ✓ |
| META PLATFORMS INC CL A | 0.041911 | ✓ |
| TESLA INC | 0.036433 | ✓ |
| GENERAL ELECTRIC CO | 0.034438 |  |
| MASTERCARD INC CL A | 0.034047 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.027341 |  |
| CADENCE DESIGN SYSTEMS INC | 0.021154 | ✓ |
| BOEING CO/THE | 0.020104 | ✓ |
| NETFLIX INC | 0.019977 | ✓ |
| COSTCO WHOLESALE CORP | 0.018023 |  |
| WALT DISNEY CO/T | 0.017894 |  |
| CONSTELLATION ENERGY CORP | 0.017732 |  |
| SPOTIFY TECHNOLOGY SA | 0.016710 |  |
| AMPHENOL CORPORATION CL A | 0.015487 |  |
| ADV MICRO DEVICE | 0.015305 | ✓ |
| CROWDSTRIKE HOLDINGS INC | 0.014758 | ✓ |
| INTUITIVE SURGICAL INC | 0.014281 | ✓ |
| SHOPIFY INC CL A | 0.013802 |  |
| WALMART INC | 0.013110 |  |
| VERTEX PHARMACEUTICALS INC | 0.012834 | ✓ |
| ORACLE CORP | 0.011252 | ✓ |
| Industria de Diseno Textil, S.A. ADR | 0.010790 |  |
| APPLOVIN CORP | 0.010327 |  |
| SNOWFLAKE INC CL A | 0.010007 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.008492 | ✓ |
| DATADOG INC CL A | 0.007503 |  |
| EDWARDS LIFESCIENCES CORP | 0.006204 |  |
| (PIPA070) PGIM Core Government Money Market Fund | 0.005798 |  |
| MERCADOLIBRE INC | 0.004631 |  |


## Sources

- N-PORT (fund A) — accession `0000940400-26-020531` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1552740/000094040026020531/0000940400-26-020531-index.htm>
- N-PORT (fund B) — accession `0000940400-26-014285` (as of 2026-02-27)
  <https://www.sec.gov/Archives/edgar/data/1727074/000094040026014285/0000940400-26-014285-index.htm>

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