Titelia

Holdings of First Trust Lunt U.S. Factor Rotation ETF

First Trust Exchange-Traded Fund · 172 declared positions · as of Mar 31, 2026

Original filing · Net assets 50M $ · Ten largest lines: 15.1 % of the equity sleeve

Sector breakdown

  • Financials 13.4 %
  • Health care 9.9 %
  • Technology 9.7 %
  • Utilities 8.9 %
  • Industrials 8.7 %
  • Consumer staples 7.8 %
  • Consumer discretionary 7.6 %
  • Energy 7.5 %
  • Materials 7.1 %
  • Communication 5.7 %
  • Real estate 1.2 %
  • Unattributed 12.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 98.0 %
  • NL 1.5 %
  • BM 0.5 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US17048.9M $98.02 %
2NL1749.3K $1.50 %
3BM1238.7K $0.48 %

Positions

RankCompanySharesValueWeight
101Tradeweb Markets Inc 1,959230.5K $0.46 %
102Regeneron Pharmaceuticals, Inc. 298230.2K $0.46 %
103Mondelez International Inc 3,991230K $0.46 %
104PNC Financial Services Group Inc/The 1,105229.9K $0.46 %
105Cincinnati Financial Corp 1,446227.5K $0.46 %
106Aptiv PLC 3,227224.1K $0.45 %
107Citigroup Inc 1,944220.5K $0.44 %
108US Bancorp 4,237220.4K $0.44 %
109Simon Property Group Inc 1,181220.3K $0.44 %
110Hormel Foods Corp 9,608217.6K $0.44 %
111Take-Two Interactive Software Inc 1,094216.1K $0.43 %
112Snowflake Inc 1,432216K $0.43 %
113JPMorgan Chase & Co 725213.3K $0.43 %
114Merck & Co Inc 1,762212K $0.42 %
115Cigna Group/The 793211.5K $0.42 %
116Baker Hughes Co 3,411208.2K $0.42 %
117Bank of America Corp 4,155202.6K $0.41 %
118Cintas Corp 1,195202.1K $0.40 %
119Home Depot Inc/The 610200.6K $0.40 %
120DR Horton Inc 1,454199.5K $0.40 %
121Humana Inc 1,126195.2K $0.39 %
122Progressive Corp/The 984195.1K $0.39 %
123Principal Financial Group Inc 2,124191.4K $0.38 %
124Amcor PLC 4,774189.8K $0.38 %
125SS&C Technologies Holdings Inc 2,791188.6K $0.38 %
126State Street Corp 1,489188.4K $0.38 %
127Coupang Inc 9,904187K $0.37 %
128Fidelity National Information Services Inc 3,937184.7K $0.37 %
129Prudential Financial, Inc. 1,881183.8K $0.37 %
130American International Group Inc 2,439183.5K $0.37 %
131Leidos Holdings Inc 1,159180.2K $0.36 %
132Fiserv Inc 3,230180.2K $0.36 %
133Keysight Technologies Inc 630177.9K $0.36 %
134Church & Dwight Co Inc 1,903177.6K $0.36 %
135MetLife Inc 2,481175.5K $0.35 %
136M&T Bank Corp 837173K $0.35 %
137Microsoft Corp 462171K $0.34 %
138McCormick & Co Inc/MD 3,315167.2K $0.33 %
139Danaher Corp 866164.2K $0.33 %
140Hewlett Packard Enterprise Co 6,874163.7K $0.33 %
141Waters Corp 548163.2K $0.33 %
142Carrier Global Corp 2,871161.7K $0.32 %
143Deckers Outdoor Corp 1,595159.6K $0.32 %
144Global Payments Inc 2,358158.7K $0.32 %
145Colgate-Palmolive Co 1,854158K $0.32 %
146Fox Corp 2,693157.3K $0.31 %
147Watsco Inc 423153.9K $0.31 %
148Strategy Inc 1,193148.9K $0.30 %
149Performance Food Group Co 1,664142.5K $0.29 %
150Verisk Analytics Inc 718136.2K $0.27 %
151Clorox Co/The 1,313136.1K $0.27 %
152Occidental Petroleum Corp 2,089135.8K $0.27 %
153ON Semiconductor Corp 2,192135.7K $0.27 %
154Fair Isaac Corp 126134.5K $0.27 %
155Chevron Corp 606125.4K $0.25 %
156GoDaddy Inc 1,485122.8K $0.25 %
157Coterra Energy Inc 3,410119.8K $0.24 %
158Baxter International Inc 6,954116.8K $0.23 %
159Digital Realty Trust Inc 644116.1K $0.23 %
160General Mills, Inc. 3,052113.6K $0.23 %
161Snap Inc 24,491112.7K $0.23 %
162Southwest Airlines Co 2,874108K $0.22 %
163Salesforce Inc 568106K $0.21 %
164Starbucks Corp 1,04693.7K $0.19 %
165ROBLOX Corp 1,63792.6K $0.19 %
166Adobe Inc 36488.5K $0.18 %
167Sprouts Farmers Market Inc 1,09184.1K $0.17 %
168Revvity Inc 92280.8K $0.16 %
169International Paper Co 1,89567.7K $0.14 %
170Builders FirstSource Inc 76062.6K $0.13 %
171Zillow Group Inc 1,35956.2K $0.11 %
172CoStar Group Inc 1,24950.4K $0.10 %