# Portfolio overlap — XPND vs IWIRX

Comparing **First Trust Expanded Technology ETF** (2026-02-28) and **Guinness Atkinson Global Innovators Fund** (2026-03-31).

- Shared positions: 15
- First Trust Expanded Technology ETF covered by Guinness Atkinson Global Innovators Fund: 0.4671954497845778988895550206
- Guinness Atkinson Global Innovators Fund covered by First Trust Expanded Technology ETF: 0.4671954497845778988895550205

## First Trust Expanded Technology ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| CISCO SYSTEMS INC | 0.047050 |  |
| META PLATFORMS INC CL A | 0.047002 | ✓ |
| NVIDIA CORP | 0.046979 | ✓ |
| ALPHABET INC CL A | 0.045685 | ✓ |
| VISA INC-CLASS A | 0.044960 | ✓ |
| APPLE INC | 0.044484 | ✓ |
| APPLIED MATERIALS INC | 0.044418 | ✓ |
| MASTERCARD INC CL A | 0.044127 | ✓ |
| LAM RESEARCH CORP | 0.044027 | ✓ |
| NETFLIX INC | 0.041994 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.038241 |  |
| MICROSOFT CORP | 0.037455 | ✓ |
| BROADCOM INC | 0.037197 | ✓ |
| T-MOBILE US INC | 0.036370 |  |
| ORACLE CORP | 0.033796 |  |
| INTL BUS MACH CORP | 0.033646 |  |
| KLA CORP | 0.030059 | ✓ |
| TEXAS INSTRUMENTS INC | 0.028868 |  |
| WALT DISNEY CO/T | 0.028363 |  |
| AMPHENOL CORPORATION CL A | 0.026801 | ✓ |
| ARISTA NETWORKS INC | 0.025200 |  |
| QUALCOMM INC | 0.022825 |  |
| APPLOVIN CORP | 0.022003 |  |
| CORNING INC | 0.019319 |  |
| INTUIT INC | 0.017080 | ✓ |
| SERVICENOW INC | 0.016778 |  |
| ADOBE INC | 0.016462 | ✓ |
| CADENCE DESIGN SYSTEMS INC | 0.012282 |  |
| MARVELL TECHNOLOGY INC | 0.010548 |  |
| TERADYNE INC | 0.004612 |  |
| MOTOROLA SOLUTIONS INC | 0.003391 |  |
| JABIL INC | 0.003264 |  |
| MONOLITHIC POWER SYS INC | 0.003254 |  |
| LIVE NATION ENTERTAINMENT INC | 0.003213 |  |
| WARNER BROS DISCOVERY INC | 0.003061 |  |
| TKO GROUP HOLDINGS INC | 0.003005 |  |
| MSILF Treasury Portfolio, Class Institutional | 0.002933 |  |
| WARNER MUSIC GRP CORP CL A | 0.002642 |  |
| FORTINET INC | 0.002535 |  |
| PTC INC | 0.002341 |  |
| NETAPP INC | 0.002311 |  |
| ZOOM VIDEO COMMUNICATIONS INC CL A | 0.002273 |  |
| FOX CORP CL A | 0.002237 |  |
| GEN DIGITAL INC | 0.002231 |  |
| AUTODESK INC | 0.002124 |  |
| PAYPAL HOLDINGS | 0.001926 |  |
| PURE STORAGE INC CL A | 0.001877 |  |
| DATADOG INC CL A | 0.001824 |  |
| GODADDY INC CL A | 0.001776 |  |
| WORKDAY INC CL A | 0.001622 |  |

## Guinness Atkinson Global Innovators Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NETFLIX INC | 0.041541 | ✓ |
| LONDON STOCK EXCHANGE GRP | 0.037603 |  |
| ROPER TECHNOLOGIES INC | 0.036890 |  |
| AMAZON.COM INC | 0.036046 |  |
| INTERCONTINENTAL EXCHANGE INC | 0.035318 |  |
| BROADCOM INC | 0.035276 | ✓ |
| MASTERCARD INC CL A | 0.035177 | ✓ |
| TENCENT | 0.034942 |  |
| KLA CORP | 0.034925 | ✓ |
| SALESFORCE INC | 0.034814 |  |
| THERMO FISHER SCIENTIFIC INC | 0.034811 |  |
| VISA INC-CLASS A | 0.034612 | ✓ |
| ALPHABET INC CL A | 0.033873 | ✓ |
| APPLE INC | 0.033555 | ✓ |
| NVIDIA CORP | 0.033511 | ✓ |
| AMETEK INC NEW | 0.033420 |  |
| MICROSOFT CORP | 0.033255 | ✓ |
| DANAHER CORP | 0.033008 |  |
| COMMON STOCK | 0.032899 |  |
| APPLIED MATERIALS INC | 0.032545 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.032540 |  |
| MEDTRONIC PLC | 0.032411 |  |
| ABB LTD-REG | 0.032185 |  |
| LAM RESEARCH CORP | 0.031921 | ✓ |
| META PLATFORMS INC CL A | 0.031527 | ✓ |
| SIEMENS HEALTHIN | 0.030979 |  |
| Schneider Electric SE EUR4.00 | 0.030605 |  |
| AMPHENOL CORPORATION CL A | 0.030525 | ✓ |
| ADOBE INC | 0.026094 | ✓ |
| INTUIT INC | 0.023191 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000940400-26-014539` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1667919/000094040026014539/0000940400-26-014539-index.htm>
- N-PORT (fund B) — accession `0001398344-26-009906` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/919160/000139834426009906/0001398344-26-009906-index.htm>

---

_Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._

_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

_Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See <https://fundwatcher.app/terms/>_