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Holdings (Monthly) Guide ↗

First Trust Capital Strength Hedged Equity Portfolio

· First Trust Variable Insurance Trust
Monthly Holdings $18M AUM 74 positions Period Jun 2026 Filed Aug 21, 2026 EDGAR ↗ ← All Funds
All 23 New 31 Added 7 Reduced 13 Exited · Jun 2026 vs Dec 2025
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 CISCO SYSTEMS INC CSCO Dec 2025 4,099 -262 $481K +43.3% 2.78% EC
2 MONSTER BEVERAGE CORP MNST Dec 2025 4,608 +253 $443K +32.7% 2.56% EC
3 T. ROWE PRICE GROUP INC TROW Dec 2025 3,645 +696 $414K +37.3% 2.40% EC
4 AUTOMATIC DATA PROCESSING INC ADP Dec 2025 1,763 +676 $395K +41.2% 2.28% EC
5 CINCINNATI FINANCIAL CORP CINF Jun 2026 2,119 NEW $392K 2.27% EC
6 AGILENT TECHNOLOGIES INC A Jun 2026 2,901 NEW $385K 2.23% EC
7 JOHNSON & JOHNSON JNJ Dec 2025 1,510 -73 $383K +17.1% 2.22% EC
8 UNION PACIFIC CORP UNP Dec 2025 1,408 +55 $383K +22.4% 2.21% EC
9 VISA INC V Dec 2025 1,115 +220 $383K +21.9% 2.21% EC
10 MERCK & COMPANY INC MRK Jun 2026 2,969 NEW $382K 2.21% EC
11 COCA-COLA COMPANY (THE) KO Dec 2025 4,668 +199 $379K +21.4% 2.19% EC
12 APPLE INC AAPL Jun 2026 1,308 NEW $378K 2.19% EC
13 PAYCHEX INC PAYX Dec 2025 3,844 +1,428 $378K +39.5% 2.19% EC
14 COLGATE-PALMOLIVE COMPANY CL Dec 2025 4,120 +255 $378K +23.7% 2.18% EC
15 W. R. BERKLEY CORP WRB Dec 2025 5,330 +1,139 $376K +27.9% 2.17% EC
16 SNAP-ON INC SNA Dec 2025 930 +30 $374K +20.7% 2.16% EC
17 LINDE PLC LIN Dec 2025 718 +736 $373K -8249.6% 2.15% EC
18 GENERAL DYNAMICS CORP GD Dec 2025 1,051 +127 $372K +19.7% 2.15% EC
19 3M COMPANY MMM Dec 2025 2,287 +283 $370K +15.4% 2.14% EC
20 ALPHABET INC GOOGL Jun 2026 1,035 NEW $370K 2.14% EC
21 TRANE TECHNOLOGIES PLC TT Dec 2025 743 NEW $365K 2.11% EC
22 AMGEN INC AMGN Jun 2026 995 NEW $360K 2.08% EC
23 EOG RESOURCES INC EOG Dec 2025 2,753 -126 $357K +18.1% 2.07% EC
24 HOME DEPOT INC (THE) HD Dec 2025 1,012 +232 $357K +33.0% 2.06% EC
25 AMERIPRISE FINANCIAL INC AMP Dec 2025 775 +125 $356K +11.6% 2.06% EC
26 RAYMOND JAMES FINANCIAL INC RJF Dec 2025 2,330 +436 $354K +16.5% 2.05% EC
27 CHARLES SCHWAB CORP (THE) SCHW Dec 2025 3,831 +582 $353K +8.9% 2.04% EC
28 PROCTER & GAMBLE COMPANY (THE) PG Dec 2025 2,406 +386 $353K +21.9% 2.04% EC
29 MASTERCARD INC MA Dec 2025 678 +133 $348K +11.9% 2.01% EC
30 VERALTO CORP VLTO Dec 2025 3,886 +910 $345K +16.1% 1.99% EC
31 NVR INC NVR Jun 2026 50 NEW $341K 1.97% EC
32 MARSH & MCLENNAN COMPANIES INC MRSH Dec 2025 2,011 +398 $335K +12.0% 1.94% EC
33 TJX COMPANIES INC (THE) TJX Dec 2025 2,200 +74 $333K +2.1% 1.93% EC
34 MOTOROLA SOLUTIONS INC MSI Dec 2025 800 +113 $332K +26.2% 1.92% EC
35 COSTCO WHOLESALE CORP COST Dec 2025 354 +27 $331K +17.4% 1.92% EC
36 ROSS STORES INC ROST Dec 2025 1,552 -405 $330K -6.3% 1.91% EC
37 GILEAD SCIENCES INC GILD Jun 2026 2,568 NEW $324K 1.88% EC
38 STRYKER CORP SYK Jun 2026 1,030 NEW $324K 1.88% EC
39 WALMART INC WMT Dec 2025 2,773 -66 $314K -0.7% 1.82% EC
40 MICROSOFT CORP MSFT Dec 2025 836 +241 $312K +8.4% 1.80% EC
41 CENCORA INC COR Dec 2025 1,079 +137 $305K -4.0% 1.77% EC
42 LOCKHEED MARTIN CORP LMT Jun 2026 597 NEW $304K 1.76% EC
43 PEPSICO INC PEP Dec 2025 2,242 +252 $304K +6.3% 1.76% EC
44 RESMED INC RMD Dec 2025 1,550 +409 $302K +9.9% 1.75% EC
45 INTUITIVE SURGICAL INC ISRG Jun 2026 753 NEW $299K 1.73% EC
46 COPART INC CPRT Dec 2025 10,569 +3,672 $298K +10.3% 1.72% EC
47 CBOE GLOBAL MARKETS INC CBOE Dec 2025 1,179 -97 $286K -10.7% 1.65% EC
48 NORTHROP GRUMMAN CORP NOC Dec 2025 531 +17 $270K -7.7% 1.56% EC
49 ZOETIS INC ZTS Dec 2025 2,889 +766 $208K -22.3% 1.20% EC
50 HONEYWELL INTERNATIONAL INC HONIV Jun 2026 757 NEW $169K 0.98% EC
51 HONEYWELL AEROSPACE INC HONA Jun 2026 757 NEW $167K 0.97% EC
52 MORGAN STANLEY INSTITUTIONAL LIQUIDITY FUNDS MISXX Dec 2025 17,934 -40,097 $18K -69.1% 0.10% STIV
53 THE OPTIONS CLEARING CORPORATION SPXW 26071 Dec 2025 23 NEW $9K 0.05% DE
54 THE OPTIONS CLEARING CORPORATION XSP 260717 Dec 2025 11 NEW $396 0.00% DE
55 THE OPTIONS CLEARING CORPORATION XSP 260717 Dec 2025 8 NEW $288 0.00% DE
56 THE OPTIONS CLEARING CORPORATION XSP 260717 Dec 2025 -8 NEW $-64 -0.00% DE
57 THE OPTIONS CLEARING CORPORATION XSP 260717 Dec 2025 -11 NEW $-88 -0.00% DE
58 THE OPTIONS CLEARING CORPORATION SPXW 26071 Dec 2025 -23 NEW $-1725 -0.01% DE
59 THE OPTIONS CLEARING CORPORATION XSP 260717 Dec 2025 -8 NEW $-9864 -0.06% DE
60 THE OPTIONS CLEARING CORPORATION XSP 260717 Dec 2025 -11 NEW $-13563 -0.08% DE
61 THE OPTIONS CLEARING CORPORATION SPXW 26071 Dec 2025 -23 NEW $-348795 -2.02% DE
Cognizant Technology Solutions 192446102 4,628 SOLD $0.4M
Expeditors International of Wa 302130109 2,550 SOLD $0.4M
Cummins Inc 231021106 743 SOLD $0.4M
Dover Corp 260003108 1,837 SOLD $0.4M
Moody's Corp 615369105 649 SOLD $0.3M
Honeywell International Inc 438516106 1,599 SOLD $0.3M
AbbVie Inc 00287Y109 1,332 SOLD $0.3M
Abbott Laboratories 002824100 2,379 SOLD $0.3M
Ecolab Inc 278865100 1,105 SOLD $0.3M
Live Nation Entertainment Inc 538034109 1,971 SOLD $0.3M
F5 Inc 315616102 1,016 SOLD $0.3M
Public Storage 74460D109 994 SOLD $0.3M
AECOM 00766T100 2,337 SOLD $0.2M