BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Holdings (Monthly) Guide ↗

First Trust Capital Strength Hedged Equity Portfolio

· First Trust Variable Insurance Trust
Monthly Holdings $15M AUM 60 positions Period Dec 2025 Filed May 11, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Cognizant Technology Solutions CTSH Dec 2025 4,628 $384K 2.52% EC
2 Expeditors International of Wa EXPD Dec 2025 2,550 $380K 2.49% EC
3 Cummins Inc CMI Dec 2025 743 $379K 2.48% EC
4 Dover Corp DOV Dec 2025 1,837 $359K 2.35% EC
5 Ross Stores Inc ROST Dec 2025 1,957 $353K 2.31% EC
6 Cisco Systems Inc CSCO Dec 2025 4,361 $336K 2.20% EC
7 Monster Beverage Corp MNST Dec 2025 4,355 $334K 2.19% EC
8 Moody's Corp MCO Dec 2025 649 $332K 2.17% EC
9 Johnson & Johnson JNJ Dec 2025 1,583 $328K 2.15% EC
10 TJX Cos Inc/The TJX Dec 2025 2,126 $327K 2.14% EC
11 Charles Schwab Corp/The SCHW Dec 2025 3,249 $325K 2.13% EC
12 3M Co MMM Dec 2025 2,004 $321K 2.10% EC
13 Cboe Global Markets Inc CBOE Dec 2025 1,276 $320K 2.10% EC
14 Ameriprise Financial Inc AMP Dec 2025 650 $319K 2.09% EC
15 Cencora Inc COR Dec 2025 942 $318K 2.08% EC
16 Walmart Inc WMT Dec 2025 2,839 $316K 2.07% EC
17 Visa Inc V Dec 2025 895 $314K 2.06% EC
18 Union Pacific Corp UNP Dec 2025 1,353 $313K 2.05% EC
19 Coca-Cola Co/The KO Dec 2025 4,469 $312K 2.05% EC
20 Honeywell International Inc HON Dec 2025 1,599 $312K 2.04% EC
21 Mastercard Inc MA Dec 2025 545 $311K 2.04% EC
22 General Dynamics Corp GD Dec 2025 924 $311K 2.04% EC
23 Snap-on Inc SNA Dec 2025 900 $310K 2.03% EC
24 Colgate-Palmolive Co CL Dec 2025 3,865 $305K 2.00% EC
25 AbbVie Inc ABBV Dec 2025 1,332 $304K 1.99% EC
26 Raymond James Financial Inc RJF Dec 2025 1,894 $304K 1.99% EC
27 EOG Resources Inc EOG Dec 2025 2,879 $302K 1.98% EC
28 T Rowe Price Group Inc TROW Dec 2025 2,949 $302K 1.98% EC
29 Marsh & McLennan Cos Inc MMC Dec 2025 1,613 $299K 1.96% EC
30 Abbott Laboratories ABT Dec 2025 2,379 $298K 1.95% EC
31 Veralto Corp VLTO Dec 2025 2,976 $297K 1.95% EC
32 W R Berkley Corp WRB Dec 2025 4,191 $294K 1.93% EC
33 Northrop Grumman Corp NOC Dec 2025 514 $293K 1.92% EC
34 Ecolab Inc ECL Dec 2025 1,105 $290K 1.90% EC
35 Procter & Gamble Co/The PG Dec 2025 2,020 $289K 1.90% EC
36 Linde PLC LIN Dec 2025 678 $289K 1.89% EC
37 Microsoft Corp MSFT Dec 2025 595 $288K 1.89% EC
38 PepsiCo Inc PEP Dec 2025 1,990 $286K 1.87% EC
39 Costco Wholesale Corp COST Dec 2025 327 $282K 1.85% EC
40 Live Nation Entertainment Inc LYV Dec 2025 1,971 $281K 1.84% EC
41 Automatic Data Processing Inc ADP Dec 2025 1,087 $280K 1.83% EC
42 ResMed Inc RMD Dec 2025 1,141 $275K 1.80% EC
43 Paychex Inc PAYX Dec 2025 2,416 $271K 1.78% EC
44 Copart Inc CPRT Dec 2025 6,897 $270K 1.77% EC
45 Home Depot Inc/The HD Dec 2025 780 $268K 1.76% EC
46 Zoetis Inc ZTS Dec 2025 2,123 $267K 1.75% EC
47 Motorola Solutions Inc MSI Dec 2025 687 $263K 1.73% EC
48 F5 Inc FFIV Dec 2025 1,016 $259K 1.70% EC
49 Public Storage PSA Dec 2025 994 $258K 1.69% EC
50 AECOM ACM Dec 2025 2,337 $223K 1.46% EC
51 MSILF Treasury Portfolio MISXX Dec 2025 58,031 $58K 0.38% STIV
52 CBOE GLOBAL MARKETS, INC. SPXW 1 P63 Dec 2025 20 $7K 0.05% DE
53 CBOE GLOBAL MARKETS, INC. XSP 1 P635 Dec 2025 18 $720 0.00% DE
54 CBOE GLOBAL MARKETS, INC. XSP 1 P635 Dec 2025 13 $520 0.00% DE
55 CBOE GLOBAL MARKETS, INC. XSP 1 P535 Dec 2025 -13 $-91 -0.00% DE
56 CBOE GLOBAL MARKETS, INC. XSP 1 P535 Dec 2025 -18 $-126 -0.00% DE
57 CBOE GLOBAL MARKETS, INC. SPXW 1 P53 Dec 2025 -20 $-1250 -0.01% DE
58 CBOE GLOBAL MARKETS, INC. XSP 1 C695 Dec 2025 -13 $-3302 -0.02% DE
59 CBOE GLOBAL MARKETS, INC. XSP 1 C695 Dec 2025 -18 $-4572 -0.03% DE
60 CBOE GLOBAL MARKETS, INC. SPXW 1 C69 Dec 2025 -20 $-28200 -0.18% DE