# Portfolio overlap — XPND vs WIREX

Comparing **First Trust Expanded Technology ETF** (2026-02-28) and **Wireless Fund** (2026-03-31).

- Shared positions: 16
- First Trust Expanded Technology ETF covered by Wireless Fund: 0.5002652343273737140121018251
- Wireless Fund covered by First Trust Expanded Technology ETF: 0.5002652343273737140121018252

## 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 |  |

## Wireless Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.201628 | ✓ |
| ALPHABET INC CL A | 0.125930 | ✓ |
| APPLE INC | 0.075459 | ✓ |
| MICROSOFT CORP | 0.073034 | ✓ |
| BROADCOM INC | 0.048567 | ✓ |
| KLA CORP | 0.048462 | ✓ |
| APPLIED MATERIALS INC | 0.047740 | ✓ |
| ORACLE CORP | 0.042113 | ✓ |
| META PLATFORMS INC CL A | 0.041143 | ✓ |
| LAM RESEARCH CORP | 0.039397 | ✓ |
| MOTOROLA SOLUTIONS INC | 0.038209 | ✓ |
| QUALCOMM INC | 0.035737 | ✓ |
| ADV MICRO DEVICE | 0.035260 |  |
| T-MOBILE US INC | 0.030014 | ✓ |
| APPLOVIN CORP | 0.024952 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.023368 |  |
| MONEYMKT | 0.021366 |  |
| CISCO SYSTEMS INC | 0.019493 | ✓ |
| PAYPAL HOLDINGS | 0.016138 | ✓ |
| Telefonaktiebolaget LM Ericsson (publ) ADR EACH REP 1 ORD'B'SEK1 | 0.011991 |  |


## 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 `0001413042-26-000413` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1103243/000141304226000413/0001413042-26-000413-index.htm>

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