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Holdings (Monthly) Guide ↗

First Trust/Dow Jones Dividend & Income Allocation Portfolio

· First Trust Variable Insurance Trust
Monthly Holdings $735M AUM 126 positions Period Jun 2026 Filed Aug 21, 2026 EDGAR ↗ ← All Funds
All 126 New 49 Added 67 Reduced 144 Exited · Jun 2026 vs Dec 2025
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 RYMAN HOSPITALITY PROPERTIES INC RHP Jun 2026 26,428 NEW $3.4M — 0.46% EC
2 ACUITY INC AYI Jun 2026 8,701 NEW $3.3M — 0.45% EC
3 PRICESMART INC PSMT Jun 2026 16,203 NEW $3.2M — 0.43% EC
4 VICTORY CAPITAL HOLDINGS INC VCTR Jun 2026 37,241 NEW $3.1M — 0.43% EC
5 GLOBE LIFE INC GL Jun 2026 17,520 NEW $3.1M — 0.43% EC
6 AMERICAN EXPRESS COMPANY 025816EN5 Jun 2026 3,000,000 NEW $3.0M — 0.41% DBT
7 BANK OF NEW YORK MELLON CORP (THE) BK Jun 2026 20,555 NEW $3.0M — 0.41% EC
8 ENTERPRISE FINANCIAL SERVICES CORP EFSC Jun 2026 45,066 NEW $3.0M — 0.40% EC
9 EAST WEST BANCORP INC EWBC Jun 2026 22,842 NEW $2.9M — 0.40% EC
10 PRINCIPAL FINANCIAL GROUP INC PFG Jun 2026 27,062 NEW $2.9M — 0.40% EC
11 PULTEGROUP INC PHM Jun 2026 20,733 NEW $2.8M — 0.39% EC
12 REGIONS FINANCIAL CORP RF Jun 2026 93,356 NEW $2.8M — 0.38% EC
13 BANK OZK OZK Jun 2026 53,137 NEW $2.8M — 0.38% EC
14 PARK NATIONAL CORP PRK Jun 2026 14,920 NEW $2.7M — 0.37% EC
15 AMERICAN EXPRESS COMPANY AXP Jun 2026 8,061 NEW $2.7M — 0.37% EC
16 INNOSPEC INC IOSP Jun 2026 33,394 NEW $2.7M — 0.37% EC
17 JP MORGAN CHASE & COMPANY JPM Jun 2026 8,290 NEW $2.7M — 0.37% EC
18 CARETRUST REIT INC CTRE Jun 2026 66,534 NEW $2.7M — 0.37% EC
19 ESSENT GROUP LTD ESNT Jun 2023 41,727 NEW $2.7M — 0.37% EC
20 EVEREST GROUP LTD EG Jun 2023 7,460 NEW $2.7M — 0.36% EC
21 HILLTOP HOLDINGS INC HTH Jun 2026 68,077 NEW $2.6M — 0.36% EC
22 BOYD GAMING CORP BYD Jun 2026 29,671 NEW $2.6M — 0.36% EC
23 RENAISSANCERE HOLDINGS LTD RNR Jun 2023 8,203 NEW $2.6M — 0.35% EC
24 AXIS CAPITAL HOLDINGS LTD AXS Jun 2023 24,045 NEW $2.6M — 0.35% EC
25 CNA FINANCIAL CORP CNA Jun 2026 53,103 NEW $2.6M — 0.35% EC
26 INTERNATIONAL SEAWAYS INC INSW Jun 2023 33,460 NEW $2.6M — 0.35% EC
27 LINDE PLC LIN Jun 2023 4,918 NEW $2.6M — 0.35% EC
28 CHUBB LTD (SWITZERLAND) CB Jun 2023 7,481 NEW $2.5M — 0.35% EC
29 AON PLC AON Jun 2023 7,555 NEW $2.5M — 0.34% EC
30 OLD REPUBLIC INTERNATIONAL CORP ORI Jun 2026 61,116 NEW $2.5M — 0.34% EC
31 GARMIN LTD GRMN Jun 2023 10,510 NEW $2.5M — 0.34% EC
32 PNC FINANCIAL SERVICES GROUP INC (THE) 693475CJ2 Jun 2026 2,500,000 NEW $2.5M — 0.34% DBT
33 ASSURED GUARANTY LTD AGO Jun 2023 29,927 NEW $2.4M — 0.33% EC
34 ARMSTRONG WORLD INDUSTRIES INC AWI Jun 2026 14,795 NEW $2.4M — 0.32% EC
35 TE CONNECTIVITY PLC TEL Jun 2023 11,667 NEW $2.4M — 0.32% EC
36 STERIS PLC STE Jun 2023 11,028 NEW $2.3M — 0.32% EC
37 ARTISAN PARTNERS ASSET MANAGEMENT INC APAM Jun 2026 67,012 NEW $2.3M — 0.32% EC
38 PIPER SANDLER COMPANIES PIPR Jun 2026 31,856 NEW $2.3M — 0.31% EC
39 COSTCO WHOLESALE CORP COST Jun 2026 2,447 NEW $2.3M — 0.31% EC
40 DILLARD'S INC DDS Jun 2026 4,262 NEW $2.3M — 0.31% EC
41 ROCKET COMPANIES INC 77311WAF8 Jun 2026 2,000,000 NEW $2.1M — 0.28% DBT
42 ROCKET COMPANIES INC 77311WAE1 Jun 2026 2,000,000 NEW $2.0M — 0.28% DBT
43 MARZETTI COMPANY (THE) MZTI Jun 2026 17,627 NEW $2.0M — 0.27% EC
44 FIRST-CITIZENS BANK & TRUST COMPANY 337967AA1 Jun 2026 2,000,000 NEW $2.0M — 0.27% DBT
45 FIRSTENERGY PENNSYLVANIA ELECTRIC COMPANY 33767QAC0 Jun 2026 2,000,000 NEW $2.0M — 0.27% DBT
46 BANK OF AMERICA CORP 06051GNA3 Jun 2026 2,000,000 NEW $2.0M — 0.27% DBT
47 ZIONS BANCORP NA 98971DAE0 Jun 2026 2,000,000 NEW $2.0M — 0.27% DBT
48 LLOYDS BANKING GROUP PLC 53944YBG7 Jun 2026 2,000,000 NEW $2.0M — 0.27% DBT
49 WELLS FARGO & COMPANY 95000U4D2 Jun 2026 2,000,000 NEW $2.0M — 0.27% DBT
50 BANK OF AMERICA CORP 060505GR9 Jun 2026 2,000,000 NEW $2.0M — 0.27% DBT
51 GERMAN AMERICAN BANCORP INC GABC Jun 2026 41,483 NEW $2.0M — 0.27% EC
52 ALBERTSONS COMPANIES INC ACI Jun 2026 143,106 NEW $1.9M — 0.26% EC
53 GENPACT LTD G Jun 2023 65,465 NEW $1.8M — 0.25% EC
54 OLD SECOND BANCORP INC OSBC Jun 2026 76,035 NEW $1.8M — 0.24% EC
55 MORGAN STANLEY 61748UAS1 Jun 2026 1,750,000 NEW $1.7M — 0.23% DBT
56 MORGAN STANLEY 61748UAW2 Jun 2026 1,667,000 NEW $1.7M — 0.23% DBT
57 WESTAMERICA BANCORP WABC Jun 2026 26,553 NEW $1.6M — 0.21% EC
58 ACCENTURE PLC ACN Jun 2023 12,298 NEW $1.5M — 0.21% EC
59 1ST SOURCE CORP SRCE Jun 2026 18,442 NEW $1.5M — 0.21% EC
60 GILEAD SCIENCES INC 375558CM3 Jun 2026 1,500,000 NEW $1.5M — 0.20% DBT
61 MEDLINE BORROWER LP 58506DAC2 Jun 2026 1,500,000 NEW $1.5M — 0.20% DBT
62 JP MORGAN CHASE & COMPANY 46647PFG6 Jun 2026 1,500,000 NEW $1.5M — 0.20% DBT
63 JP MORGAN CHASE & COMPANY 46647PFJ0 Jun 2026 1,500,000 NEW $1.5M — 0.20% DBT
64 QTS FAYETTEVILLE I DC1-2 LLC / QTS TRS FAYETTEVILLE I DCI-2 LLC 74751AAA1 Jun 2026 1,333,000 NEW $1.3M — 0.17% DBT
65 BYLINE BANCORP INC BY Jun 2026 32,567 NEW $1.2M — 0.17% EC
66 AMALGAMATED FINANCIAL CORP AMAL Jun 2026 26,604 NEW $1.2M — 0.17% EC
67 PC CONNECTION INC CNXN Jun 2026 15,400 NEW $1.1M — 0.15% EC
68 ECOLAB INC 278865BX7 Jun 2026 1,000,000 NEW $1.0M — 0.14% DBT
69 ENBRIDGE INC 29250NCR4 Jun 2026 1,000,000 NEW $1.0M — 0.14% DBT
70 COMMONWEALTH EDISON COMPANY 202795KD1 Jun 2026 1,000,000 NEW $1.0M — 0.14% DBT
71 BEACON POINT DC LLC 07367AAA7 Jun 2026 1,000,000 NEW $1.0M — 0.14% DBT
72 FLORIDA POWER & LIGHT COMPANY 341081HD2 Jun 2026 1,000,000 NEW $1.0M — 0.14% DBT
73 REGIONS BANK 759187JX6 Jun 2026 1,000,000 NEW $1.0M — 0.14% DBT
74 CITIBANK NA 17325FBV9 Jun 2026 1,000,000 NEW $1000K — 0.14% DBT
75 ENBRIDGE INC 29250NCQ6 Jun 2026 1,000,000 NEW $999K — 0.14% DBT
76 CITIBANK NA 17325FBT4 Jun 2026 1,000,000 NEW $999K — 0.14% DBT
77 VERALTO CORP 92338CAP8 Jun 2026 1,000,000 NEW $999K — 0.14% DBT
78 US BANK NA 90331HPV9 Jun 2026 1,000,000 NEW $998K — 0.14% DBT
79 CEMEX-CEMENTOS MEXICANOS SAB DE CV 151290CD3 Jun 2026 1,000,000 NEW $998K — 0.14% DBT
80 SALESFORCE INC 79466LAS3 Jun 2026 1,000,000 NEW $998K — 0.14% DBT
81 GILEAD SCIENCES INC 375558CL5 Jun 2026 1,000,000 NEW $997K — 0.14% DBT
82 CLOROX COMPANY 189054BC2 Jun 2026 1,000,000 NEW $997K — 0.14% DBT
83 UBS AG STAMFORD BRANCH 90261AAG7 Jun 2026 1,000,000 NEW $996K — 0.14% DBT
84 AERCAP FUNDING DAC 00784MAA1 Jun 2026 1,000,000 NEW $995K — 0.14% DBT
85 TORONTO DOMINION BANK (THE) 89115KAP5 Jun 2026 1,000,000 NEW $995K — 0.14% DBT
86 BANCO SANTANDER SA 05971KAV1 Jun 2026 1,000,000 NEW $995K — 0.14% DBT
87 GOLDMAN SACHS GROUP INC (THE) 38141GE83 Jun 2026 1,000,000 NEW $994K — 0.14% DBT
88 CLOROX COMPANY 189054BA6 Jun 2026 1,000,000 NEW $994K — 0.14% DBT
89 COMMONWEALTH EDISON COMPANY 202795KC3 Jun 2026 1,000,000 NEW $994K — 0.14% DBT
90 FIRSTENERGY PENNSYLVANIA ELECTRIC COMPANY 33767QAA4 Jun 2026 1,000,000 NEW $994K — 0.14% DBT
91 ROYAL BANK OF CANADA 78017DAT5 Jun 2026 1,000,000 NEW $992K — 0.14% DBT
92 JACOBS SOLUTIONS INC 46982LAA6 Jun 2026 1,000,000 NEW $991K — 0.14% DBT
93 US BANCORP 91159HJY7 Jun 2026 1,000,000 NEW $986K — 0.13% DBT
94 LSEG US FIN CORP 50222CAE0 Jun 2026 1,000,000 NEW $986K — 0.13% DBT
95 ABBVIE INC 00287YEH8 Jun 2026 1,000,000 NEW $985K — 0.13% DBT
96 MARSH & MCLENNAN COMPANIES INC 571748CF7 Jun 2026 1,000,000 NEW $984K — 0.13% DBT
97 BARCLAYS PLC 06738EDG7 Jun 2026 1,000,000 NEW $983K — 0.13% DBT
98 VIRGINIA ELECTRIC & POWER COMPANY 927804GY4 Jun 2026 1,000,000 NEW $983K — 0.13% DBT
99 AMCOR FLEXIBLES NORTH AMERICA INC 02344AAK4 Jun 2026 1,000,000 NEW $983K — 0.13% DBT
100 AMGEN INC 031162DV9 Jun 2026 1,000,000 NEW $981K — 0.13% DBT
101 VISTRA OPERATIONS COMPANY LLC 92840VAZ5 Jun 2026 1,000,000 NEW $980K — 0.13% DBT
102 AMGEN INC 031162DW7 Jun 2026 1,000,000 NEW $980K — 0.13% DBT
103 VIRGINIA ELECTRIC & POWER COMPANY 927804GX6 Jun 2026 1,000,000 NEW $979K — 0.13% DBT
104 ABBVIE INC 00287YEE5 Jun 2026 1,000,000 NEW $979K — 0.13% DBT
105 GOLDMAN SACHS GROUP INC (THE) 38145GAS9 Jun 2026 1,000,000 NEW $977K — 0.13% DBT
106 WELLS FARGO & COMPANY 95000U4E0 Jun 2026 1,000,000 NEW $977K — 0.13% DBT
107 INDIANA MICHIGAN POWER COMPANY 454889AW6 Jun 2026 1,000,000 NEW $974K — 0.13% DBT
108 ROYAL CARIBBEAN CRUISES LTD 78017TAC7 Jun 2026 1,000,000 NEW $974K — 0.13% DBT
109 SPACE EXPLORATION TECHNOLOGIES CORP 84615QAG8 Jun 2026 1,000,000 NEW $973K — 0.13% DBT
110 MARRIOTT INTERNATIONAL INC 571903BY8 Jun 2026 1,000,000 NEW $968K — 0.13% DBT
111 CANADIAN PACIFIC RAILWAY COMPANY 13645RBS2 Jun 2026 1,000,000 NEW $966K — 0.13% DBT
112 SPACE EXPLORATION TECHNOLOGIES CORP 84615QAJ2 Jun 2026 1,000,000 NEW $965K — 0.13% DBT
113 SALESFORCE INC 79466LAR5 Jun 2026 850,000 NEW $850K — 0.12% DBT
114 VICI PROPERTIES LP 925650AD5 Jun 2026 750,000 NEW $744K — 0.10% DBT
115 HONEYWELL AEROSPACE INC 43849RAF2 Jun 2026 725,000 NEW $712K — 0.10% DBT
116 UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 912810UR7 Jun 2026 700,000 NEW $680K — 0.09% DBT
117 LSEG US FIN CORP 50222CAF7 Jun 2026 667,000 NEW $664K — 0.09% DBT
118 FEDEX CORP 31428XDS2 Jun 2026 750,000 NEW $655K — 0.09% DBT
119 ROYAL BANK OF CANADA 78017DAV0 Jun 2026 588,000 NEW $581K — 0.08% DBT
120 XYLEM INC 98419MAP5 Jun 2026 500,000 NEW $510K — 0.07% DBT
121 GEORGIA POWER COMPANY 373334LE9 Jun 2026 500,000 NEW $501K — 0.07% DBT
122 SALESFORCE INC 79466LAW4 Jun 2026 500,000 NEW $500K — 0.07% DBT
123 SALESFORCE INC 79466LAU8 Jun 2026 500,000 NEW $500K — 0.07% DBT
124 NORTHERN STATES POWER COMPANY (WISCONSIN) 665772DB2 Jun 2026 500,000 NEW $492K — 0.07% DBT
125 NORTHERN STATES POWER COMPANY (WISCONSIN) 665772DC0 Jun 2026 500,000 NEW $488K — 0.07% DBT
126 DUKE ENERGY INDIANA LLC 26443TAG1 Jun 2026 455,000 NEW $447K — 0.06% DBT