Titelia

Holdings of First Trust/Dow Jones Dividend & Income Allocation Portfolio

First Trust Variable Insurance Trust ·151 declared positions · as of Mar 31, 2026

Original filing · Net assets 726.4M $ · Ten largest lines: 9.2 % of the equity sleeve

Sector breakdown

  • Financials 11.6 %
  • Industrials 10.2 %
  • Consumer staples 5.7 %
  • Technology 5.3 %
  • Consumer discretionary 3.7 %
  • Materials 3.3 %
  • Energy 2.8 %
  • Health care 2.0 %
  • Communication 1.3 %
  • Real estate 0.7 %
  • Unattributed 53.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 97.5 %
  • PR 1.3 %
  • BM 1.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US147360.4M $97.47 %
2PR24.9M $1.31 %
3BM24.5M $1.22 %

Positions

RankCompanySharesValueWeight
1CF Industries Holdings Inc 32,2694.2M $0.58 %
2Cheniere Energy Inc 12,8383.6M $0.50 %
3Magnolia Oil & Gas Corp 114,0123.6M $0.50 %
4Exxon Mobil Corp 20,7393.5M $0.48 %
5Chevron Corp 16,3743.4M $0.47 %
6SLB Ltd 65,0273.3M $0.46 %
7Casey's General Stores Inc 4,5173.3M $0.45 %
8Old Dominion Freight Line Inc 15,9173.1M $0.43 %
9Murphy USA Inc 6,1833.1M $0.42 %
10Deere & Co 5,3623M $0.42 %
11EMCOR Group Inc 4,0783M $0.41 %
12New York Times Co/The 35,9513M $0.41 %
13Ross Stores Inc 13,8543M $0.41 %
14Northrop Grumman Corp 4,3773M $0.41 %
15Woodward Inc 8,2543M $0.41 %
16Johnson & Johnson 12,0592.9M $0.41 %
17Westinghouse Air Brake Technologies Corp 11,6922.9M $0.40 %
18Linde PLC 5,8532.9M $0.40 %
19Fastenal Co 62,1902.9M $0.40 %
20Costco Wholesale Corp 2,8952.9M $0.40 %
21Garmin Ltd 12,3032.9M $0.39 %
22Hershey Co/The 13,7152.9M $0.39 %
23Cabot Corp 37,6562.8M $0.39 %
24Cboe Global Markets Inc 9,9432.8M $0.38 %
25Walmart Inc 22,4012.8M $0.38 %
26Landstar System Inc 17,3652.8M $0.38 %
27Balchem Corp 16,2742.8M $0.38 %
28ITT Inc 14,3842.7M $0.38 %
29MSC Industrial Direct Co Inc 29,6762.7M $0.38 %
30Tradeweb Markets Inc 23,2072.7M $0.38 %
31Bank First Corp 20,1512.7M $0.37 %
32Federated Hermes Inc 47,9312.7M $0.37 %
33Otter Tail Corp 30,8842.7M $0.37 %
34Cullen/Frost Bankers Inc 19,7092.7M $0.37 %
35PepsiCo Inc 17,3882.7M $0.37 %
36WW Grainger Inc 2,4752.7M $0.37 %
37Watsco Inc 7,4092.7M $0.37 %
38Popular Inc 20,0422.7M $0.37 %
39Mondelez International Inc 46,3642.7M $0.37 %
40Trane Technologies PLC 6,4122.7M $0.37 %
41Darden Restaurants Inc 13,5612.7M $0.37 %
42Snap-on Inc 7,2412.6M $0.36 %
43Reliance Inc 8,6412.6M $0.36 %
44Watts Water Technologies Inc 9,0412.6M $0.36 %
45Chubb Ltd 7,9962.6M $0.36 %
46AMETEK Inc 12,1572.6M $0.36 %
47Interactive Brokers Group Inc 38,8082.6M $0.36 %
48TJX Cos Inc/The 16,2502.6M $0.36 %
49Brady Corp 31,8462.6M $0.36 %
50AptarGroup Inc 20,4652.6M $0.36 %
51Applied Industrial Technologies Inc 9,7202.6M $0.36 %
52Graco Inc 30,4472.6M $0.35 %
53First BanCorp/Puerto Rico 120,3922.6M $0.35 %
54BancFirst Corp 23,5412.6M $0.35 %
55Ingredion Inc 22,6332.5M $0.35 %
56General Dynamics Corp 7,4152.5M $0.35 %
57Ecolab Inc 9,5092.5M $0.35 %
58National Bank Holdings Corp 64,5832.5M $0.35 %
59International Bancshares Corp 37,5632.5M $0.35 %
60Procter & Gamble Co/The 17,4152.5M $0.35 %
61Travelers Cos Inc/The 8,6052.5M $0.35 %
62Hancock Whitney Corp 39,1912.5M $0.34 %
63Bank OZK 54,2302.5M $0.34 %
64Allstate Corp/The 11,9892.5M $0.34 %
65Aflac Inc 22,6312.5M $0.34 %
66Texas Roadhouse Inc 15,0342.5M $0.34 %
67Cal-Maine Foods Inc 31,3652.5M $0.34 %
68City Holding Co 20,6702.5M $0.34 %
69A O Smith Corp 37,3172.5M $0.34 %
70Hartford Insurance Group Inc/The 18,1112.4M $0.34 %
71Ryman Hospitality Properties Inc 26,3752.4M $0.34 %
72VICI Properties Inc 88,7532.4M $0.33 %
73Primerica Inc 9,6592.4M $0.33 %
74Home BancShares Inc/AR 89,8372.4M $0.33 %
75Mueller Industries Inc 21,7412.4M $0.33 %
76Franklin Electric Co Inc 26,1262.4M $0.33 %
77Boyd Gaming Corp 29,2802.4M $0.33 %
78Cincinnati Financial Corp 15,2802.4M $0.33 %
79Everest Group Ltd 7,3552.4M $0.33 %
80Graham Holdings Co 2,2702.4M $0.33 %
81Expeditors International of Washington Inc 16,7482.4M $0.33 %
82Comcast Corp 83,4982.4M $0.33 %
83Donaldson Co Inc 28,1482.4M $0.33 %
84SEI Investments Co 30,4272.4M $0.33 %
85Lennox International Inc 5,1412.4M $0.33 %
86Korn Ferry 37,8022.4M $0.33 %
87Rayonier Inc 115,2772.4M $0.33 %
88Avery Dennison Corp 13,7232.4M $0.33 %
89Hanover Insurance Group Inc/The 13,6572.4M $0.33 %
90W R Berkley Corp 35,5932.4M $0.32 %
91Penske Automotive Group Inc 15,7672.4M $0.32 %
92Unum Group 32,2032.4M $0.32 %
93Commerce Bancshares Inc/MO 47,6832.3M $0.32 %
94Zoetis Inc 19,8352.3M $0.32 %
95Exponent Inc 35,9312.3M $0.32 %
96Dolby Laboratories Inc 38,8632.3M $0.32 %
97Robert Half Inc 91,8892.3M $0.32 %
98Marsh & McLennan Cos Inc 13,4532.3M $0.32 %
99Amphenol Corp 18,4672.3M $0.32 %
100NewMarket Corp 3,6342.3M $0.32 %