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Holdings (Monthly) Guide ↗

First Trust Capital Strength Hedged Equity Portfolio

· First Trust Variable Insurance Trust
Monthly Holdings $18M AUM 7 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 JOHNSON & JOHNSON JNJ Dec 2025 1,510 -73 $383K +17.1% 2.22% EC
3 EOG RESOURCES INC EOG Dec 2025 2,753 -126 $357K +18.1% 2.07% EC
4 ROSS STORES INC ROST Dec 2025 1,552 -405 $330K -6.3% 1.91% EC
5 WALMART INC WMT Dec 2025 2,773 -66 $314K -0.7% 1.82% EC
6 CBOE GLOBAL MARKETS INC CBOE Dec 2025 1,179 -97 $286K -10.7% 1.65% EC
7 MORGAN STANLEY INSTITUTIONAL LIQUIDITY FUNDS MISXX Dec 2025 17,934 -40,097 $18K -69.1% 0.10% STIV