FTEC vs FXL overlap - what they share and where they differ

FTEC and FXL share 26.9% of their weight across 77 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

FTEC and FXL

26.9%

77 shared positions

FTEC

Fidelity MSCI Information Technology Index ETF

Reported positions cover 100% of the fund, 272 positions · Apr 30, 2026

Top 10: 58.7%·Holdings of FTEC

FXL

First Trust Technology AlphaDEX Fund

Reported positions cover 100% of the fund, 103 positions · Apr 30, 2026

Top 10: 19.6%·Holdings of FXL

Reported positions cover FTEC 100%, FXL 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

FXL vs FTEC side by side

FTECFidelity MSCI Information Technology Index ETF

272

stock positions reported to the SEC

32.0% of its weight is in 195 names FXL does not hold

FXLFirst Trust Technology AlphaDEX Fund

103

stock positions reported to the SEC

26.3% of its weight is in 26 names FTEC does not hold

Where each fund's weight sits

FTEC
FXL
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
93.9%
85.3%
Consumer Cyclical
1.0%
6.5%
Healthcare
1.9%
2.7%
Industrials
0.4%
1.5%
Real Estate
0.0%
1.2%
Basic Materials
1.0%
0.0%

The widest gap is Technology: FTEC has 8.6 points more of it.

The figures side by side

FTECFXL
Filing dateApr 30, 2026Apr 30, 2026
Stock positions reported272103
Weight of the ten largest58.7%19.6%
Largest positionNVDA 18.0%MRVL 2.4%
Held alone195 positions, 32.0%26 positions, 26.3%
Covered by stock positions100%100%

Holdings they share

StockIn FTECIn FXLCounted
MUMicron Technology Inc2.63%2.19%2.19%
AMDAdvanced Micro Devices Inc2.59%1.90%1.90%
LRCXLam Research Corp1.49%1.73%1.49%
AMATApplied Materials Inc1.44%1.26%1.26%
TXNTexas Instruments Inc1.20%1.24%1.20%
KLACKLA Corp1.09%1.70%1.09%
NVDANVIDIA Corp17.97%0.98%0.98%
APHAmphenol Corp0.86%1.27%0.86%
CRMSalesforce Inc0.77%0.81%0.77%
QCOMQUALCOMM Inc0.92%0.76%0.76%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in FTEC

MSFTMicrosoft Corp9.53%
CSCOCisco Systems Inc1.66%
ORCLOracle Corp1.22%
ANETArista Networks Inc0.89%
SANDISK CORP/DE0.80%
STXSeagate Technology Holdings PLC0.76%
GLWCorning Inc0.67%
ACNAccenture PLC0.53%
INTUIntuit Inc0.51%
ADBEAdobe Inc0.50%

Only in FXL

VRTVERTIV HOLDINGS COMPANY1.88%
CLVTCLARIVATE PLC1.63%
GFSGLOBALFOUNDRIES INC1.59%
KBRKBR INC1.46%
SAICSCIENCE APPLICATIONS INTERNATIONAL CORP1.46%
INGMINGRAM MICRO HOLDING CORP1.44%
DOXAMDOCS LTD1.42%
GLOBGLOBANT SA1.28%
DVDOUBLEVERIFY HOLDINGS INC1.27%
GOOGLALPHABET INC1.15%

Questions people ask

Is FTEC the same as FXL?

26.9% of their weight sits in the same 77 holdings. FTEC also reports MSFT, CSCO, ORCL, which the other does not. FXL also reports VRT, CLVT, GFS, which the other does not.

How is the overlap between FTEC and FXL measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of FTEC and 100% of FXL, so the number cannot exceed the smaller coverage.

Which holds more, FXL or FTEC?

FTEC reports 272 stock positions and FXL reports 103. 32.0% of FTEC's weight sits in names FXL does not hold, and 26.3% of FXL's weight in names FTEC does not hold. The ten largest positions are 58.7% of FTEC and 19.6% of FXL.

How do FTEC and FXL differ by sector?

The widest gap is Technology: FTEC has 8.6 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Other pairs with these funds

FTEC against other funds in the table

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.