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Holdings (Monthly) Guide ↗

First Trust/Dow Jones Dividend & Income Allocation Portfolio

· First Trust Variable Insurance Trust
Monthly Holdings $735M AUM 67 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 AMERICAN WATER CAPITAL CORP 03040WBD6 Dec 2025 4,000,000 -500,000 $4.0M -12.6% 0.55% DBT
2 MORGAN STANLEY INSTITUTIONAL LIQUIDITY FUNDS MISXX Dec 2025 3,554,451 -776,000 $3.6M -17.9% 0.48% STIV
3 AMPHENOL CORP APH Jun 2023 19,300 -1,980 $3.4M +18.3% 0.46% EC
4 WATTS WATER TECHNOLOGIES INC WTS Jun 2023 8,401 -1,029 $3.3M +26.3% 0.45% EC
5 GE AEROSPACE GE Dec 2025 8,594 -160 $3.2M +19.1% 0.44% EC
6 MSC INDUSTRIAL DIRECT CO INC MSM Dec 2025 26,428 -2,152 $3.1M +30.8% 0.43% EC
7 SELECTIVE INSURANCE GROUP INC SIGI Dec 2025 32,346 -138 $3.1M +15.5% 0.43% EC
8 APPLIED INDUSTRIAL TECHNOLOGIES INC AIT Dec 2025 9,191 -897 $3.1M +20.0% 0.42% EC
9 W.W. GRAINGER INC GWW Dec 2025 2,237 -525 $3.0M +9.2% 0.41% EC
10 HANOVER INSURANCE GROUP INC (THE) THG Dec 2025 14,067 -432 $3.0M +13.7% 0.41% EC
11 ASSURANT INC AIZ Dec 2025 11,196 -962 $3.0M +2.7% 0.41% EC
12 RELIANCE INC RS Jun 2023 8,023 -1,355 $3.0M +10.6% 0.41% EC
13 POPULAR INC BPOP Jun 2023 18,173 -2,561 $3.0M +15.6% 0.41% EC
14 FIRST BANCORP (PUERTO RICO) FBP Jun 2023 114,164 -5,263 $3.0M +20.2% 0.41% EC
15 WOODWARD INC WWD Dec 2025 6,813 -3,608 $2.9M -8.0% 0.40% EC
16 TRANE TECHNOLOGIES PLC TT Jun 2023 5,851 -4,827 $2.9M +0.3% 0.39% EC
17 CINCINNATI FINANCIAL CORP CINF Dec 2025 15,497 -1,160 $2.9M +5.5% 0.39% EC
18 HANCOCK WHITNEY CORP HWC Dec 2025 38,348 -3,713 $2.9M +7.0% 0.39% EC
19 TEXAS ROADHOUSE INC TXRH Dec 2025 14,764 -1,086 $2.9M +8.4% 0.39% EC
20 FRANKLIN ELECTRIC CO INC FELE Jun 2023 26,458 -1,204 $2.8M +7.3% 0.39% EC
21 ALLSTATE CORP (THE) ALL Dec 2025 11,760 -509 $2.8M +9.6% 0.38% EC
22 EXPEDITORS INTERNATIONAL OF WASHINGTON INC EXPD Jun 2023 17,025 -4,455 $2.8M -13.3% 0.38% EC
23 NATIONAL BANK HOLDINGS CORP NBHC Dec 2025 62,269 -5,883 $2.8M +6.8% 0.38% EC
24 TRAVELERS COMPANIES INC (THE) TRV Jun 2023 8,360 -1,072 $2.8M +0.9% 0.38% EC
25 AMETEK INC AME Jun 2023 11,375 -2,632 $2.8M -4.3% 0.38% EC
26 INTERNATIONAL BANCSHARES CORP IBOC Jun 2023 36,232 -2,072 $2.8M +8.1% 0.38% EC
27 CULLEN/FROST BANKERS INC CFR Jun 2023 17,789 -2,985 $2.7M +4.5% 0.37% EC
28 EMCOR GROUP INC EME Jun 2023 3,303 -750 $2.7M +10.5% 0.37% EC
29 MUELLER INDUSTRIES INC MLI Jun 2023 22,009 -4,036 $2.7M -9.5% 0.37% EC
30 SNAP-ON INC SNA Jun 2023 6,713 -886 $2.7M +3.2% 0.37% EC
31 BANK FIRST CORP BFC Dec 2025 18,056 -3,389 $2.7M +2.5% 0.37% EC
32 CASEY'S GENERAL STORES INC CASY Dec 2025 3,349 -1,308 $2.7M +3.4% 0.36% EC
33 WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP WAB Dec 2025 9,756 -3,380 $2.6M -6.2% 0.36% EC
34 AFLAC INC AFL Jun 2023 22,227 -1,348 $2.6M +0.3% 0.36% EC
35 HOME BANCSHARES INC HOMB Dec 2025 90,548 -2,504 $2.6M +0.0% 0.35% EC
36 DONALDSON COMPANY INC DCI Dec 2025 28,732 -3,442 $2.6M -9.6% 0.35% EC
37 DARDEN RESTAURANTS INC DRI Dec 2025 12,437 -1,398 $2.6M +0.6% 0.35% EC
38 FASTENAL COMPANY FAST Jun 2023 52,553 -1,145 $2.5M +17.1% 0.34% EC
39 GENERAL DYNAMICS CORP GD Jun 2023 7,106 -617 $2.5M -3.2% 0.34% EC
40 DYNEX CAPITAL INC (NEW) DX Dec 2025 191,105 -23,167 $2.5M -16.5% 0.34% EC
41 OTTER TAIL CORP OTTR Dec 2025 27,783 -4,344 $2.5M -3.7% 0.34% EC
42 GOLDMAN SACHS GROUP INC (THE) 38141GZU1 Jun 2023 2,500,000 -2,500,000 $2.5M -50.4% 0.34% DBT
43 PROCTER & GAMBLE COMPANY (THE) PG Jun 2023 16,881 -257 $2.5M +0.8% 0.34% EC
44 APTARGROUP INC ATR Dec 2025 19,350 -351 $2.4M +0.8% 0.33% EC
45 AMERICAN INTERNATIONAL GROUP INC AIG Dec 2025 32,404 -1,126 $2.4M -15.8% 0.33% EC
46 ROSS STORES INC ROST Dec 2025 11,258 -6,023 $2.4M -23.0% 0.33% EC
47 HARTFORD INSURANCE GROUP INC (THE) HIG Jun 2023 18,033 -1,709 $2.4M -12.2% 0.33% EC
48 FEDERATED HERMES INC FHI Dec 2025 42,999 -7,713 $2.4M -10.1% 0.32% EC
49 TJX COMPANIES INC (THE) TJX Dec 2025 15,270 -2,949 $2.3M -17.3% 0.32% EC
50 AVERY DENNISON CORP AVY Dec 2025 14,121 -2,116 $2.3M -22.4% 0.31% EC
51 WALMART INC WMT Dec 2025 19,620 -5,932 $2.2M -21.9% 0.30% EC
52 GRACO INC GGG Jun 2023 28,807 -2,190 $2.2M -14.3% 0.30% EC
53 PEPSICO INC PEP Dec 2025 15,702 -3,049 $2.1M -21.0% 0.29% EC
54 JACK HENRY & ASSOCIATES INC JKHY Jun 2023 15,428 -2,254 $2.1M -34.1% 0.29% EC
55 CBOE GLOBAL MARKETS INC CBOE Dec 2025 8,674 -2,063 $2.1M -21.9% 0.29% EC
56 TRADEWEB MARKETS INC TW Dec 2025 20,725 -3,003 $2.1M -19.1% 0.28% EC
57 OHIO EDISON COMPANY 677347CH7 Jun 2023 2,000,000 -1,000,000 $2.1M -34.3% 0.28% DBT
58 CHENIERE ENERGY INC LNG Dec 2025 8,594 -2,612 $2.1M -5.7% 0.28% EC
59 NEW YORK TIMES COMPANY (THE) NYT Dec 2025 29,123 -16,756 $2.0M -36.0% 0.28% EC
60 ABBVIE INC 00287YDS5 Dec 2025 2,000,000 -1,250,000 $2.0M -39.5% 0.27% DBT
61 T-MOBILE USA INC 87264ADE2 Dec 2025 2,000,000 -500,000 $2.0M -21.2% 0.27% DBT
62 MAGNOLIA OIL & GAS CORP MGY Dec 2025 77,239 -33,083 $2.0M -18.2% 0.27% EC
63 CME GROUP INC CME Jun 2023 8,257 -1,490 $1.8M -31.5% 0.25% EC
64 NORTHROP GRUMMAN CORP NOC Jun 2023 3,573 -747 $1.8M -26.1% 0.25% EC
65 RYAN SPECIALTY LLC 78351GAA3 Dec 2025 1,367,000 -293,000 $1.3M -20.7% 0.18% DBT
66 CONSOLIDATED EDISON COMPANY OF NEW YORK INC 209111GD9 Jun 2023 1,000,000 -1,000,000 $1.0M -50.6% 0.14% DBT
67 RTX CORP 75513ECU3 Dec 2025 500,000 -100,000 $515K -18.0% 0.07% DBT