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.

CountryLinesValueShare
US17048.9M $98.02 %
NL1749.3K $1.50 %
BM1238.7K $0.48 %

Positions

CompanySharesValueWeight
Dow Inc 24,2741M $2.02 %
Warner Bros Discovery Inc 32,683897.5K $1.80 %
Target Corp 6,638804.5K $1.61 %
Archer-Daniels-Midland Co 10,357752.9K $1.51 %
LyondellBasell Industries NV 9,301749.3K $1.50 %
Intel Corp 16,534729.6K $1.46 %
Comcast Corp 25,066719.6K $1.44 %
Tyson Foods Inc 10,261657.4K $1.32 %
General Motors Co 8,114604.5K $1.21 %
Devon Energy Corp 11,895598.6K $1.20 %
Moderna Inc 11,719595.3K $1.19 %
Loews Corp 5,301565.8K $1.13 %
Constellation Brands Inc 3,739560.9K $1.12 %
Nucor Corp 3,143531.5K $1.06 %
Verizon Communications Inc 10,332518.7K $1.04 %
Edison International 6,989511.5K $1.02 %
Weyerhaeuser Co 20,231494.2K $0.99 %
KeyCorp 24,167484.5K $0.97 %
Microchip Technology Inc 7,431480.1K $0.96 %
EQT Corp 7,416472K $0.94 %
Hartford Insurance Group Inc/The 3,279443.4K $0.89 %
Boeing Co/The 2,214440.7K $0.88 %
Travelers Cos Inc/The 1,497436.6K $0.87 %
Markel Group Inc 227434.5K $0.87 %
Phillips 66 2,370431.8K $0.86 %
Halliburton Co 11,015429.5K $0.86 %
Ford Motor Co 36,581422.1K $0.84 %
Elevance Health Inc 1,440421.6K $0.84 %
FactSet Research Systems Inc 1,931419K $0.84 %
CVS Health Corp 5,746412.7K $0.83 %
Expand Energy Corp 3,670402.9K $0.81 %
United Parcel Service Inc 3,975391.1K $0.78 %
Dell Technologies Inc 2,340384.1K $0.77 %
PG&E Corp 21,814383.3K $0.77 %
Coca-Cola Co/The 4,982378.9K $0.76 %
Vertex Pharmaceuticals Inc 839374.6K $0.75 %
FirstEnergy Corp 7,335371.6K $0.74 %
Dollar Tree Inc 3,349366.7K $0.73 %
American Electric Power Co Inc 2,779364.3K $0.73 %
International Flavors & Fragrances Inc 5,000362.8K $0.73 %
L3Harris Technologies Inc 1,027354.5K $0.71 %
Southern Co/The 3,662353.5K $0.71 %
Duke Energy Corp 2,686351.7K $0.70 %
Micron Technology Inc 1,033349K $0.70 %
Alliant Energy Corp 4,770342.3K $0.68 %
Old Dominion Freight Line Inc 1,722336.5K $0.67 %
Gartner Inc 2,102332.8K $0.67 %
FedEx Corp 933332.3K $0.66 %
Steel Dynamics Inc 1,844331.9K $0.66 %
Exelon Corp 6,722329.5K $0.66 %
PPL Corp 8,617329.2K $0.66 %
Zoetis Inc 2,761326.4K $0.65 %
Xcel Energy Inc 4,085324.5K $0.65 %
McDonald's Corp. 1,027319.2K $0.64 %
Marvell Technology Inc 3,210318K $0.64 %
Truist Financial Corp 6,821313.6K $0.63 %
Tesla Inc 839311.9K $0.62 %
Ball Corp 5,247310.2K $0.62 %
Entergy Corp 2,755309.6K $0.62 %
ONEOK Inc 3,411308.3K $0.62 %
Bristol-Myers Squibb Co 5,069307.4K $0.62 %
Kenvue Inc 17,717305.4K $0.61 %
Accenture PLC 1,526302.6K $0.61 %
Biogen Inc 1,647301.9K $0.60 %
UnitedHealth Group Inc 1,096296.6K $0.59 %
Valero Energy Corp 1,200296.5K $0.59 %
Intercontinental Exchange Inc 1,884296.3K $0.59 %
Citizens Financial Group Inc 4,894293.5K $0.59 %
General Dynamics Corp 854293.1K $0.59 %
Chipotle Mexican Grill Inc 9,147292.8K $0.59 %
Trade Desk Inc/The 12,862291.8K $0.58 %
Diamondback Energy Inc 1,470290.8K $0.58 %
Berkshire Hathaway Inc 605289.9K $0.58 %
AMETEK Inc 1,338286.8K $0.57 %
Walmart Inc 2,267281.7K $0.56 %
US Foods Holding Corp 3,035279.9K $0.56 %
Kinder Morgan, Inc. 8,268277.2K $0.55 %
Capital One Financial Corp 1,497273.1K $0.55 %
Synchrony Financial 3,961269.4K $0.54 %
Keurig Dr Pepper Inc 10,213268.9K $0.54 %
Bank of New York Mellon Corp/The 2,260268.1K $0.54 %
Honeywell International Inc 1,182267.2K $0.53 %
Edwards Lifesciences Corp 3,284263K $0.53 %
PulteGroup Inc 2,234262.7K $0.53 %
Illinois Tool Works Inc 983255.9K $0.51 %
Public Service Enterprise Group Inc 3,148254.8K $0.51 %
VICI Properties Inc 9,287253.7K $0.51 %
Union Pacific Corp 1,043253.1K $0.51 %
Estee Lauder Cos Inc/The 3,463248.5K $0.50 %
Kimco Realty Corp 11,039248K $0.50 %
Kroger Co/The 3,398245.9K $0.49 %
Lennar Corp 2,820244.9K $0.49 %
Crowdstrike Holdings Inc 627244.8K $0.49 %
Erie Indemnity Co 964242.3K $0.48 %
Medtronic PLC 2,777240.6K $0.48 %
Arch Capital Group Ltd 2,487238.7K $0.48 %
Regions Financial Corp 9,119238.2K $0.48 %
American Water Works Co Inc 1,727235K $0.47 %
Allstate Corp/The 1,131234.5K $0.47 %
Charter Communications, Inc. 1,084234K $0.47 %
Tradeweb Markets Inc 1,959230.5K $0.46 %
Regeneron Pharmaceuticals, Inc. 298230.2K $0.46 %
Mondelez International Inc 3,991230K $0.46 %
PNC Financial Services Group Inc/The 1,105229.9K $0.46 %
Cincinnati Financial Corp 1,446227.5K $0.46 %
Aptiv PLC 3,227224.1K $0.45 %
Citigroup Inc 1,944220.5K $0.44 %
US Bancorp 4,237220.4K $0.44 %
Simon Property Group Inc 1,181220.3K $0.44 %
Hormel Foods Corp 9,608217.6K $0.44 %
Take-Two Interactive Software Inc 1,094216.1K $0.43 %
Snowflake Inc 1,432216K $0.43 %
JPMorgan Chase & Co 725213.3K $0.43 %
Merck & Co Inc 1,762212K $0.42 %
Cigna Group/The 793211.5K $0.42 %
Baker Hughes Co 3,411208.2K $0.42 %
Bank of America Corp 4,155202.6K $0.41 %
Cintas Corp 1,195202.1K $0.40 %
Home Depot Inc/The 610200.6K $0.40 %
DR Horton Inc 1,454199.5K $0.40 %
Humana Inc 1,126195.2K $0.39 %
Progressive Corp/The 984195.1K $0.39 %
Principal Financial Group Inc 2,124191.4K $0.38 %
Amcor PLC 4,774189.8K $0.38 %
SS&C Technologies Holdings Inc 2,791188.6K $0.38 %
State Street Corp 1,489188.4K $0.38 %
Coupang Inc 9,904187K $0.37 %
Fidelity National Information Services Inc 3,937184.7K $0.37 %
Prudential Financial, Inc. 1,881183.8K $0.37 %
American International Group Inc 2,439183.5K $0.37 %
Leidos Holdings Inc 1,159180.2K $0.36 %
Fiserv Inc 3,230180.2K $0.36 %
Keysight Technologies Inc 630177.9K $0.36 %
Church & Dwight Co Inc 1,903177.6K $0.36 %
MetLife Inc 2,481175.5K $0.35 %
M&T Bank Corp 837173K $0.35 %
Microsoft Corp 462171K $0.34 %
McCormick & Co Inc/MD 3,315167.2K $0.33 %
Danaher Corp 866164.2K $0.33 %
Hewlett Packard Enterprise Co 6,874163.7K $0.33 %
Waters Corp 548163.2K $0.33 %
Carrier Global Corp 2,871161.7K $0.32 %
Deckers Outdoor Corp 1,595159.6K $0.32 %
Global Payments Inc 2,358158.7K $0.32 %
Colgate-Palmolive Co 1,854158K $0.32 %
Fox Corp 2,693157.3K $0.31 %
Watsco Inc 423153.9K $0.31 %
Strategy Inc 1,193148.9K $0.30 %
Performance Food Group Co 1,664142.5K $0.29 %
Verisk Analytics Inc 718136.2K $0.27 %
Clorox Co/The 1,313136.1K $0.27 %
Occidental Petroleum Corp 2,089135.8K $0.27 %
ON Semiconductor Corp 2,192135.7K $0.27 %
Fair Isaac Corp 126134.5K $0.27 %
Chevron Corp 606125.4K $0.25 %
GoDaddy Inc 1,485122.8K $0.25 %
Coterra Energy Inc 3,410119.8K $0.24 %
Baxter International Inc 6,954116.8K $0.23 %
Digital Realty Trust Inc 644116.1K $0.23 %
General Mills, Inc. 3,052113.6K $0.23 %
Snap Inc 24,491112.7K $0.23 %
Southwest Airlines Co 2,874108K $0.22 %
Salesforce Inc 568106K $0.21 %
Starbucks Corp 1,04693.7K $0.19 %
ROBLOX Corp 1,63792.6K $0.19 %
Adobe Inc 36488.5K $0.18 %
Sprouts Farmers Market Inc 1,09184.1K $0.17 %
Revvity Inc 92280.8K $0.16 %
International Paper Co 1,89567.7K $0.14 %
Builders FirstSource Inc 76062.6K $0.13 %
Zillow Group Inc 1,35956.2K $0.11 %
CoStar Group Inc 1,24950.4K $0.10 %