Holdings of First Trust Cloud Computing ETF
First Trust Exchange-Traded Fund II · 62 declared positions · as of Mar 31, 2026
Original filing · Net assets 2.3B $ · Ten largest lines: 35.5 % of the equity sleeve
Country breakdown
Shares computed on the equity sleeve, the only part this site carries.
| Country | Lines | Value (USD) | Share |
|---|---|---|---|
| US | 58 | 2.2B $ | 94.99 % |
| CA | 2 | 55.8M $ | 2.38 % |
| IL | 1 | 37.1M $ | 1.58 % |
| DE | 1 | 24.7M $ | 1.05 % |
Sector breakdown is published in no regulatory filing: neither Form N-PORT nor the LEI reference data carries an activity code. It is absent rather than estimated.
Positions
| Company | Shares | Value (USD) | Weight |
|---|---|---|---|
| DigitalOcean Holdings Inc | 1,052,412 | 90.3M $ | 3.85 % |
| Oracle Corp | 599,072 | 88.1M $ | 3.76 % |
| International Business Machines Corp. | 362,621 | 87.9M $ | 3.75 % |
| Nutanix Inc | 2,275,475 | 86.5M $ | 3.69 % |
| Amazon.com Inc | 414,787 | 86.4M $ | 3.68 % |
| Microsoft Corp | 221,788 | 82.1M $ | 3.50 % |
| Alphabet Inc | 279,398 | 80.3M $ | 3.42 % |
| Arista Networks Inc | 652,473 | 80.1M $ | 3.41 % |
| Everpure Inc | 1,356,356 | 80.1M $ | 3.41 % |
| Lumen Technologies Inc | 10,209,235 | 71M $ | 3.02 % |
| CoreWeave Inc | 912,364 | 70.7M $ | 3.01 % |
| Cloudflare Inc | 337,244 | 69.6M $ | 2.97 % |
| Akamai Technologies Inc | 590,204 | 67.8M $ | 2.89 % |
| Fastly Inc | 2,277,856 | 66.2M $ | 2.82 % |
| Cisco Systems, Inc. | 730,810 | 56.7M $ | 2.42 % |
| MongoDB Inc | 220,987 | 54.1M $ | 2.31 % |
| Hewlett Packard Enterprise Co | 2,028,533 | 48.3M $ | 2.06 % |
| Dell Technologies Inc | 294,116 | 48.3M $ | 2.06 % |
| Twilio Inc | 360,057 | 45.3M $ | 1.93 % |
| NetApp Inc | 439,792 | 45M $ | 1.92 % |
| Shopify Inc | 360,744 | 42.8M $ | 1.82 % |
| Workiva Inc | 707,253 | 42.2M $ | 1.80 % |
| ServiceNow Inc | 403,227 | 42.2M $ | 1.80 % |
| Salesforce Inc | 223,587 | 41.7M $ | 1.78 % |
| Rubrik Inc | 838,195 | 41M $ | 1.75 % |
| Adobe Inc | 165,972 | 40.3M $ | 1.72 % |
| HubSpot Inc | 164,654 | 40.2M $ | 1.71 % |
| AppLovin Corp | 100,174 | 39.9M $ | 1.70 % |
| Atlassian Corp | 579,696 | 39.6M $ | 1.69 % |
| ServiceTitan Inc | 601,638 | 38.2M $ | 1.63 % |
| Wix.com Ltd | 412,079 | 37.1M $ | 1.58 % |
| Gitlab Inc | 1,655,992 | 35.8M $ | 1.53 % |
| RingCentral Inc | 955,808 | 35.5M $ | 1.51 % |
| SAP SE | 144,073 | 24.7M $ | 1.05 % |
| Five9 Inc | 1,234,504 | 18.7M $ | 0.80 % |
| Appian Corp | 691,882 | 16.7M $ | 0.71 % |
| Klaviyo Inc | 833,862 | 16.2M $ | 0.69 % |
| Zoom Communications Inc | 196,342 | 15.8M $ | 0.67 % |
| Palo Alto Networks Inc | 97,485 | 15.6M $ | 0.67 % |
| Intuit Inc | 35,493 | 15.3M $ | 0.65 % |
| Datadog Inc | 129,667 | 15.3M $ | 0.65 % |
| Docusign Inc | 322,111 | 15.3M $ | 0.65 % |
| BlackLine Inc | 411,845 | 15.2M $ | 0.65 % |
| Crowdstrike Holdings Inc | 39,028 | 15.2M $ | 0.65 % |
| Paylocity Holding Corp | 136,328 | 14.7M $ | 0.63 % |
| Box Inc | 616,456 | 14.6M $ | 0.62 % |
| Q2 Holdings Inc | 301,694 | 14.3M $ | 0.61 % |
| Workday Inc | 108,534 | 14.1M $ | 0.60 % |
| Toast Inc | 531,583 | 14.1M $ | 0.60 % |
| Paycom Software Inc | 115,374 | 14M $ | 0.60 % |
| Veeva Systems Inc | 79,762 | 14M $ | 0.60 % |
| Elastic NV | 278,808 | 13.9M $ | 0.59 % |
| Zscaler Inc | 98,765 | 13.9M $ | 0.59 % |
| Trade Desk Inc/The | 609,468 | 13.8M $ | 0.59 % |
| Qualys Inc | 156,997 | 13.8M $ | 0.59 % |
| Dropbox Inc | 580,933 | 13.2M $ | 0.56 % |
| Open Text Corp | 586,093 | 13M $ | 0.56 % |
| Snowflake Inc | 86,204 | 13M $ | 0.55 % |
| Appfolio Inc | 81,669 | 12.9M $ | 0.55 % |
| Blackbaud Inc | 299,084 | 11.5M $ | 0.49 % |
| Asana Inc | 1,673,470 | 10.7M $ | 0.46 % |
| Figma Inc | 493,961 | 10.4M $ | 0.45 % |