C000111397 Holdings — First Trust/Dow Jones Dividend & Income Allocation Portfolio

All 452 reported holdings of First Trust/Dow Jones Dividend & Income Allocation Portfolio (C000111397) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
Goldman Sachs Group, Inc.0.69%$5.00M
CF Industries Holdings, Inc.0.58%$4.19M
American Water Capital Corp0.56%$4.07M
Morgan Stanley Institutional Liquidity Funds0.54%$3.90M
Sabine Pass Liquefaction, LLC0.51%$3.74M
Cheniere Energy Inc0.50%$3.64M
UnitedHealth Group Inc.0.50%$3.60M
Magnolia Oil & Gas Corp.0.50%$3.60M
Bank of America Corp.0.49%$3.54M
Exxon Mobil Corp.0.48%$3.52M
Chevron Corp.0.47%$3.39M
Slb Ltd.0.46%$3.34M
Casey'S General Stores Inc.0.45%$3.29M
PECO Energy Co.0.45%$3.25M
Old Dominion Freight Line Inc.0.43%$3.11M
Murphy USA Inc.0.42%$3.05M
Deere & Company0.42%$3.02M
Emcor Group Inc0.41%$3.01M
The New York Times Company0.41%$3.01M
Ross Stores Inc0.41%$3.00M
Morgan Stanley Private Bank National Association0.41%$3.00M
Wells Fargo & Co.0.41%$2.99M
Northrop Grumman Corporation0.41%$2.99M
American Express Company0.41%$2.98M
Amgen Inc.0.41%$2.96M
Woodward Inc.0.41%$2.95M
Johnson & Johnson0.41%$2.95M
United States Treasury Notes0.41%$2.94M
Westinghouse Air Brake Technologies Corp.0.40%$2.92M
Linde PLC0.40%$2.90M
Fastenal Co.0.40%$2.89M
Costco Wholesale Corporation0.40%$2.88M
Garmin Ltd0.39%$2.85M
Hershey Co. (The)0.39%$2.85M
Cabot Corporation0.39%$2.84M
Cboe Global Markets Inc0.38%$2.79M
Landstar System Inc.0.38%$2.78M
Walmart Inc0.38%$2.78M
Brown & Brown Inc0.38%$2.78M
Balchem Corp0.38%$2.76M
ITT Inc0.38%$2.74M
MSC Industrial Direct Co Inc.0.38%$2.74M
Tradeweb Markets Inc0.38%$2.73M
Bank First Corp.0.37%$2.72M
Federated Hermes Inc0.37%$2.72M
Otter Tail Corp.0.37%$2.71M
Cullen/Frost Bankers, Inc.0.37%$2.70M
Pepsico Inc0.37%$2.70M
W.w. Grainger Inc.0.37%$2.70M
Watsco Inc0.37%$2.70M
Popular, Inc.0.37%$2.69M
Mondelez International Inc.0.37%$2.67M
Trane Technologies PLC0.37%$2.67M
Darden Restaurants, Inc.0.37%$2.66M
Snap-On Incorporated0.36%$2.63M
Reliance Inc0.36%$2.63M
Watts Water Technologies Inc.0.36%$2.62M
Chubb Ltd. Switzerland0.36%$2.61M
Ametek, Inc.0.36%$2.61M
Interactive Brokers Group Inc0.36%$2.60M
The TJX Companies Inc.0.36%$2.60M
Brady Corp0.36%$2.59M
Aptargroup Inc.0.35%$2.58M
Applied Industrial Technologies Inc.0.35%$2.58M
Graco Inc0.35%$2.58M
First Bancorp (puerto Rico)0.35%$2.57M
BancFirst Corp.0.35%$2.55M
Bank of America Corp.0.35%$2.55M
HCA Inc.0.35%$2.55M
Ingredion Incorporated0.35%$2.55M
General Dynamics Corporation0.35%$2.54M
Morgan Stanley0.35%$2.54M
Smurfit Kappa Treasury Unlimited Company0.35%$2.54M
T-Mobile USA, Inc.0.35%$2.53M
Ecolab Inc.0.35%$2.53M
National Bank Holdings Corp0.35%$2.53M
International Bancshares Corp0.35%$2.53M
The Procter & Gamble Co.0.35%$2.52M
Travelers Companies, Inc.0.35%$2.51M
Hancock Whitney Corporation0.34%$2.49M
Bank OZK0.34%$2.49M
The Allstate Corporation0.34%$2.49M
Aflac Incorporated0.34%$2.48M
Texas Roadhouse Inc0.34%$2.48M
Cal-Maine Foods Inc.0.34%$2.48M
City Holding Co0.34%$2.47M
Smith(Ao)Corp0.34%$2.46M
The Hartford Insurance Group Inc.0.34%$2.45M
Ryman Hospitality Properties Inc0.34%$2.43M
Vici Properties Inc0.33%$2.42M
Home Bancshares, Inc.0.33%$2.42M
Primerica, Inc.0.33%$2.42M
Mueller Industries Inc.0.33%$2.41M
Franklin Electric Co Inc0.33%$2.41M
Boyd Gaming Corporation0.33%$2.41M
Cincinnati Financial Corporation0.33%$2.40M
Everest Group Ltd0.33%$2.40M
Graham Holdings Co0.33%$2.40M
Expeditors International Of Washington Inc.0.33%$2.40M
Comcast Corporation0.33%$2.40M
Donaldson Co Inc0.33%$2.39M
SEI Investments Co0.33%$2.39M
Lennox International Inc.0.33%$2.39M
HCA Inc.0.33%$2.38M
Korn Ferry0.33%$2.38M
American Water Capital Corp0.33%$2.38M
Rayonier Inc0.33%$2.38M
McDonald's Corp.0.33%$2.37M
Avery Dennison Corporation0.33%$2.37M
The Hanover Insurance Group, Inc.0.33%$2.37M
MSCI Inc.0.33%$2.36M
W.R. Berkley Corporation0.32%$2.36M
Penske Automotive Group, Inc.0.32%$2.36M
Unum Group0.32%$2.35M
RTX Corp.0.32%$2.35M
Commerce Bancshares, Inc. (mo)0.32%$2.35M
Zoetis Inc.0.32%$2.34M
Exponent Inc0.32%$2.34M
Robert Half Inc.0.32%$2.33M
Dolby Laboratories Inc.0.32%$2.33M
Amphenol Corporation0.32%$2.33M
Marsh & McLennan Companies, Inc.0.32%$2.33M
Newmarket Corporation0.32%$2.33M
Omnicom Group Inc0.32%$2.33M
Lloyds Banking Group PLC0.32%$2.32M
Northrop Grumman Corporation0.32%$2.31M
GE Aerospace0.32%$2.30M
Park National Corp0.32%$2.29M
Radian Group Inc.0.32%$2.29M
Voya Financial Inc0.32%$2.29M
OFG Bancorp0.31%$2.28M
JPMorgan Chase & Co.0.31%$2.28M
American Transmission Systems, Inc.0.31%$2.28M
Dynex Capital Inc0.31%$2.27M
Assured Guaranty Ltd.0.31%$2.26M
Ameriprise Financial, Inc.0.31%$2.26M
Tractor Supply Co0.31%$2.26M
Assurant Inc.0.31%$2.26M
Raymond James Financial Inc.0.31%$2.25M
Selective Insurance Group Inc.0.31%$2.25M
Cintas Corp.0.31%$2.24M
Essent Group Ltd.0.31%$2.24M
MGIC Investment Corp.0.31%$2.24M
Union Pacific Corporation0.31%$2.24M
Rollins Inc0.31%$2.22M
Aon North America, Inc.0.31%$2.22M
CSW Industrials Inc.0.30%$2.22M
Autoliv, Inc.0.30%$2.21M
Stifel Financial Corporation0.30%$2.21M
Chemed Corporation0.30%$2.20M
Price T Rowe Group Inc.0.30%$2.20M
American International Group Inc.0.30%$2.20M
J&J Snack Foods Corp0.30%$2.19M
MasterCard Incorporated0.30%$2.18M
Old Republic International Corporation0.30%$2.18M
Badger Meter Inc0.30%$2.18M
Steris PLC0.30%$2.18M
The Progressive Corporation0.30%$2.17M
Global Payments Inc0.30%$2.17M
Henry Jack & Associates Inc.0.30%$2.16M
Abbott Laboratories0.30%$2.16M
Visa Inc0.30%$2.15M
Truist Financial Corp.0.29%$2.13M
Marzetti Co.0.29%$2.10M
Brown & Brown Inc0.29%$2.09M
Florida Power & Light Co.0.28%$2.07M
Ohio Edison Co.0.28%$2.06M
UBS Group AG0.28%$2.05M
Paychex Inc0.28%$2.05M
Aon Corp/ Aon Global Holdings PLC0.28%$2.05M
Abbott Laboratories0.28%$2.05M
AbbVie Inc.0.28%$2.04M
Iqvia Inc0.28%$2.04M
Barclays PLC0.28%$2.04M
Royal Bank of Canada0.28%$2.03M
Virtus Investment Partners Inc.0.28%$2.03M
AbbVie Inc.0.28%$2.03M
Morgan Stanley0.28%$2.02M
Vistra Operations Co LLC0.28%$2.01M
Kraft Heinz Foods Company0.28%$2.01M
Cra International, Inc.0.28%$2.01M
Georgia Power Company0.28%$2.01M
Morgan Stanley0.28%$2.01M
General Mills, Inc.0.28%$2.00M
Firstenergy Pennsylvania Electric Co.0.27%$1.99M
Genpact Ltd.0.27%$1.99M
Zions Bancorporation Natl Assn Global Bank0.27%$1.99M
CVS Health Corp0.27%$1.98M
Wells Fargo & Co.0.27%$1.98M
Lloyds Banking Group PLC0.27%$1.98M
Bank of America Corp.0.27%$1.97M
Automatic Data Processing, Inc.0.27%$1.97M
The Campbells Co.0.27%$1.94M
Medline Borrower LP0.27%$1.94M
Microsoft Corp.0.26%$1.91M
Duke Energy Carolinas LLC0.26%$1.88M
FactSet Research Systems Inc.0.26%$1.87M
Conagra Brands Inc0.26%$1.86M
Accenture PLC0.25%$1.84M
Cognizant Technology Solutions Corp.0.25%$1.84M
Broadridge Financial Solutions Inc.0.25%$1.82M
Morgan Stanley0.24%$1.72M
Florida Power & Light Co.0.24%$1.71M
Public Service Electric & Gas Co.0.23%$1.67M
Boeing Co.0.23%$1.66M
HCA Inc.0.23%$1.66M
Intuit Inc0.22%$1.63M
Verizon Communications Inc.0.22%$1.60M
PNC Financial Services Group Inc.0.21%$1.54M
U.S. Bancorp.0.21%$1.54M
T-Mobile USA, Inc.0.21%$1.53M
Public Service Electric & Gas Co.0.21%$1.53M
Firstenergy Transmission Llc0.21%$1.50M
JPMorgan Chase & Co.0.21%$1.50M
Enbridge Inc.0.21%$1.49M
Truist Bank (North Carolina)0.20%$1.49M
JPMorgan Chase & Co.0.20%$1.48M
UBS Group AG0.20%$1.48M
Vistra Operations Co LLC0.20%$1.47M
JPMorgan Chase & Co.0.20%$1.47M
Florida Power & Light Co.0.20%$1.46M
MSCI Inc.0.20%$1.46M
Florida Power & Light Co.0.20%$1.45M
United States Treasury Notes0.20%$1.45M
T-Mobile USA, Inc.0.20%$1.42M
Westamerica Bancorp0.19%$1.38M
BP Capital Markets America, Inc.0.19%$1.36M
Ryan Specialty LLC0.19%$1.35M
Preferred Bank0.19%$1.35M
Goldman Sachs Group, Inc.0.18%$1.33M
The Cigna Group0.18%$1.30M
1st Source Corp.0.18%$1.28M
ICON Investments Six DAC0.18%$1.27M
ICON Investments Six DAC0.17%$1.27M
Citigroup Inc.0.17%$1.26M
Global Payments Inc0.17%$1.23M
Broadcom Inc0.17%$1.22M
AEP Transmission Company, LLC0.17%$1.21M
The Cigna Group0.17%$1.20M
Northern States Power Company0.16%$1.19M
AT&T Inc0.16%$1.18M
The Cigna Group0.16%$1.17M
The Cigna Group0.16%$1.16M
CRH America Finance, Inc.0.16%$1.15M
Solventum Corp.0.16%$1.14M
The Cigna Group0.16%$1.13M
Bank of America Corp.0.15%$1.12M
Verizon Communications Inc.0.15%$1.10M
Constellation Software Inc.0.15%$1.10M
T-Mobile USA, Inc.0.15%$1.10M
The Cigna Group0.15%$1.09M
Gallagher Aj &Co0.15%$1.08M
RTX Corp.0.15%$1.08M
RTX Corp.0.15%$1.06M
Alabama Power Co.0.15%$1.06M
Marsh & McLennan Companies, Inc.0.15%$1.05M
Marsh & McLennan Companies, Inc.0.15%$1.05M
Consolidated Edison Company of New York, Inc.0.14%$1.04M
Oracle Corp.0.14%$1.03M
Goldman Sachs Group, Inc.0.14%$1.03M
Ashtead Capital Inc.0.14%$1.03M
UBS Group AG0.14%$1.03M
American Express Company0.14%$1.03M
Florida Power & Light Co.0.14%$1.03M
U.S. Bancorp.0.14%$1.02M
HCA Inc.0.14%$1.02M
JPMorgan Chase & Co.0.14%$1.02M
Wells Fargo & Co.0.14%$1.02M
Ashtead Capital Inc.0.14%$1.02M
Wells Fargo & Co.0.14%$1.02M
JPMorgan Chase & Co.0.14%$1.02M
Wells Fargo & Co.0.14%$1.02M
Trans-Allegheny Interstate Line Co.0.14%$1.02M
Wells Fargo & Co.0.14%$1.02M
JPMorgan Chase & Co.0.14%$1.02M
Citibank, N.A.0.14%$1.02M
Morgan Stanley0.14%$1.02M
Georgia Power Company0.14%$1.01M
BP Capital Markets America, Inc.0.14%$1.01M
Morgan Stanley0.14%$1.01M
Enbridge Inc.0.14%$1.01M
AEP Transmission Company, LLC0.14%$1.01M
The Toronto-Dominion Bank0.14%$1.01M
Applovin Corp.0.14%$1.01M
Enbridge Inc.0.14%$1.00M
Elevance Health Inc.0.14%$1.00M
American Express Company0.14%$1.00M
The Cigna Group0.14%$1.00M
JPMorgan Chase & Co.0.14%$1.00M
PNC Financial Services Group Inc.0.14%$1.00M
UnitedHealth Group Inc.0.14%$1.00M
UBS AG Stamford Branch0.14%$998.93K
Salesforce Inc.0.14%$998.82K
Conagra Brands Inc0.14%$998.42K
Royal Bank of Canada0.14%$998.15K
Augusta Spinco Corp.0.14%$996.83K
The Cigna Group0.14%$996.89K
Firstenergy Pennsylvania Electric Co.0.14%$996.85K
Augusta Spinco Corp.0.14%$995.67K
PNC Financial Services Group Inc.0.14%$995.11K
VICI Properties LP0.14%$993.26K
Verisk Analytics, Inc.0.14%$992.03K
Packaging Corporation of America0.14%$992.56K
Gallagher Aj &Co0.14%$992.36K
Flutter Treasury Designated Activity Co.0.14%$991.50K
NRG Energy, Inc.0.14%$991.28K
Citigroup Inc.0.14%$991.66K
Anheuser-Busch Companies LLC / Anheuser-Busch InBev Worldwide Inc0.14%$991.92K
The Toronto-Dominion Bank0.14%$990.89K
Marsh & McLennan Companies, Inc.0.14%$991.08K
Alabama Power Co.0.14%$990.22K
Wells Fargo & Co.0.14%$989.17K
Enbridge Inc.0.14%$989.04K
LSEG US Finance Corp0.14%$988.03K
RTX Corp.0.14%$987.21K
Amgen Inc.0.14%$986.55K
Jacobs Solutions Inc.0.14%$986.39K
Banco Santander SA0.14%$986.11K
AbbVie Inc.0.14%$985.71K
U.S. Bancorp.0.14%$985.67K
Barclays PLC0.14%$984.92K
JPMorgan Chase & Co.0.14%$984.65K
Amgen Inc.0.14%$982.91K
NRG Energy, Inc.0.14%$981.54K
Goldman Sachs Group, Inc.0.14%$980.73K
AbbVie Inc.0.13%$978.71K
Vistra Operations Co LLC0.13%$978.86K
Goldman Sachs Group, Inc.0.13%$978.04K
Banco Santander SA0.13%$975.35K
Jacobs Solutions Inc.0.13%$975.91K
Virginia Electric and Power Company0.13%$975.22K
Wells Fargo & Co.0.13%$974.51K
Howmet Aerospace Inc0.13%$972.62K
Amcor Flexibles North America Inc0.13%$972.67K
Sysco Corporation0.13%$970.09K
American Express Company0.13%$967.28K
Marriott International, Inc.0.13%$966.62K
Indiana Michigan Power Company0.13%$966.48K
Roper Technologies Inc0.13%$966.03K
Royal Caribbean Cruises Ltd.0.13%$965.85K
Virginia Electric and Power Company0.13%$965.28K
Indiana Michigan Power Company0.13%$965.36K
Gallagher Aj &Co0.13%$960.23K
T-Mobile USA, Inc.0.13%$959.64K
Canadian Pacific Railway Company0.13%$957.96K
JPMorgan Chase & Co.0.13%$951.65K
Duke Energy Carolinas LLC0.13%$949.31K
Gallagher Aj &Co0.13%$934.16K
Centene Corp.0.13%$931.89K
Commonwealth Edison Company0.13%$928.08K
JPMorgan Chase & Co.0.12%$907.58K
JPMorgan Chase & Co.0.12%$904.02K
AstraZeneca Finance LLC0.12%$900.30K
Goldman Sachs Group, Inc.0.12%$898.57K
Public Service Electric & Gas Co.0.12%$897.46K
Bank of America Corp.0.12%$886.53K
Northrop Grumman Corporation0.12%$886.52K
HCA Inc.0.12%$884.13K
Morgan Stanley0.12%$883.29K
Goldman Sachs Group, Inc.0.12%$877.92K
Anheuser-Busch Companies LLC / Anheuser-Busch InBev Worldwide Inc0.12%$852.58K
Salesforce Inc.0.12%$851.89K
AbbVie Inc.0.11%$812.29K
Comcast Corporation0.11%$811.28K
Lakeland Financial Corp.0.11%$804.24K
AT&T Inc0.11%$778.28K
Duke Energy Progress LLC0.10%$757.67K
BP Capital Markets America, Inc.0.10%$753.30K
American Express Company0.10%$749.64K
Brown & Brown Inc0.10%$749.50K
VICI Properties LP0.10%$739.45K
Verizon Communications Inc.0.10%$731.87K
Amgen Inc.0.10%$723.17K
T-Mobile USA, Inc.0.10%$719.67K
Bank of America Corp.0.10%$717.27K
AEP Transmission Company, LLC0.10%$714.90K
Goldman Sachs Group, Inc.0.10%$704.97K
JPMorgan Chase & Co.0.10%$699.39K
Verizon Communications Inc.0.10%$698.35K
T-Mobile USA, Inc.0.09%$681.73K
AT&T Inc0.09%$677.02K
LSEG US Finance Corp0.09%$660.70K
T-Mobile USA, Inc.0.09%$655.07K
American Water Capital Corp0.09%$653.07K
FedEx Corporation0.09%$626.49K
RTX Corp.0.09%$622.56K
RTX Corp.0.08%$612.17K
Northrop Grumman Corporation0.08%$590.92K
Amgen Inc.0.08%$583.84K
Duke Energy Florida LLC0.07%$523.93K
Broadcom Inc0.07%$505.72K
Commonwealth Edison Company0.07%$504.73K
Alabama Power Co.0.07%$504.83K
BNP Paribas SA0.07%$504.50K
Northrop Grumman Corporation0.07%$503.33K
Salesforce Inc.0.07%$502.07K
Enbridge Inc.0.07%$501.39K
Salesforce Inc.0.07%$498.63K
Bank of America Corp.0.07%$498.05K
Morgan Stanley0.07%$497.87K
Northern States Power Company (wisconsin)0.07%$493.89K
Bank of America Corp.0.07%$493.23K
Bank of America Corp.0.07%$491.47K
JPMorgan Chase & Co.0.07%$492.10K
Charter Communications Operating, LLC/Charter Communications Operating Capital Corp.0.07%$492.07K
Hyatt Hotels Corporation0.07%$490.01K
Gildan Activewear Inc.0.07%$487.96K
JPMorgan Chase & Co.0.07%$487.75K
Northern States Power Company (wisconsin)0.07%$486.27K
Northrop Grumman Corporation0.07%$482.54K
Public Service Electric & Gas Co.0.07%$481.96K
Bank of America Corp.0.07%$479.62K
AT&T Inc0.07%$476.62K
Elevance Health Inc.0.07%$475.77K
Virginia Electric and Power Company0.07%$476.17K
AT&T Inc0.07%$473.69K
Elevance Health Inc.0.07%$473.01K
Bank of America Corp.0.07%$473.03K
AEP Transmission Company, LLC0.06%$470.80K
Goldman Sachs Group, Inc.0.06%$465.23K
Morgan Stanley0.06%$458.68K
Broadcom Inc0.06%$454.21K
Verizon Communications Inc.0.06%$454.05K
Duke Energy Indiana, LLC.0.06%$448.10K
BP Capital Markets America, Inc.0.06%$447.45K
Bank of America Corp.0.06%$445.03K
Bank of America Corp.0.06%$445.44K
T-Mobile USA, Inc.0.06%$439.62K
Verizon Communications Inc.0.06%$438.52K
UBS Group AG0.06%$436.01K
Bank of America Corp.0.06%$435.45K
Conagra Brands Inc0.06%$425.23K
Brown & Brown Inc0.06%$399.68K
Comcast Corporation0.05%$386.25K
Verizon Communications Inc.0.05%$384.16K
Commonwealth Edison Company0.05%$383.91K
PECO Energy Co.0.05%$382.26K
Goldman Sachs Group, Inc.0.05%$376.56K
Comcast Corporation0.05%$372.52K
Indiana Michigan Power Company0.05%$371.30K
Verizon Communications Inc.0.05%$351.21K
AT&T Inc0.05%$328.03K
Indiana Michigan Power Company0.05%$328.05K
Verizon Communications Inc.0.04%$303.51K
United States Treasury Notes0.04%$295.34K
AbbVie Inc.0.04%$267.78K
Duke Energy Florida LLC0.04%$262.19K
AbbVie Inc.0.03%$241.77K
Northrop Grumman Corporation0.03%$232.04K
AbbVie Inc.0.03%$224.32K
Aon North America, Inc.0.03%$185.93K
Versant Media Group, Inc.0.02%$124.09K

C000111397 overview: performance, fees, allocation and SEC filings