First Trust Variable Insurance Trust Files DEFA14A Proxy Materials

First Trust Variable Insurance Trust DEFA14A Filing Summary
FieldDetail
CompanyFirst Trust Variable Insurance Trust
Form TypeDEFA14A
Filed DateMay 13, 2025
Risk Levellow
Sentimentneutral

Sentiment: neutral

Topics: proxy-statement, variable-insurance-trust, sec-filing

TL;DR

FTVI Trust dropped proxy docs (DEFA14A) on 5/13/25 for its various allocation portfolios. Shareholders vote.

AI Summary

First Trust Variable Insurance Trust filed a Definitive Additional Materials (DEFA14A) on May 13, 2025. This filing pertains to various portfolios within the trust, including the First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I and the First Trust Dorsey Wright Tactical Core Portfolio Class I. The filing is a proxy statement related to the Securities Exchange Act of 1934.

Why It Matters

This filing provides shareholders with important information regarding proxy voting for various investment portfolios managed by First Trust, impacting their investment decisions and governance.

Risk Assessment

Risk Level: low — This filing is a routine proxy statement and does not indicate any unusual financial distress or significant operational changes.

Key Players & Entities

  • FIRST TRUST VARIABLE INSURANCE TRUST (company) — Registrant
  • 120 EAST LIBERTY DRIVE, SUITE 400 (address) — Business and Mail Address
  • WHEATON (city) — Business and Mail City
  • IL (state) — Business and Mail State
  • 60187 (zip_code) — Business and Mail Zip Code
  • 630-765-8000 (phone_number) — Business Phone
  • First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I (portfolio) — Listed Portfolio
  • First Trust Dorsey Wright Tactical Core Portfolio Class I (portfolio) — Listed Portfolio

FAQ

What type of filing is this DEFA14A?

This is a Definitive Additional Materials filing, serving as a proxy statement pursuant to Section 14(a) of the Securities Exchange Act of 1934.

Who is the filer of this document?

The filer is FIRST TRUST VARIABLE INSURANCE TRUST.

When was this filing submitted to the SEC?

The filing was submitted on May 13, 2025.

What is the business address of the filer?

The business address is 120 EAST LIBERTY DRIVE, SUITE 400, WHEATON, IL 60187.

What are some of the specific portfolios mentioned in the filing?

Some of the portfolios mentioned include First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I, First Trust Multi Income Allocation Portfolio Class I, and First Trust Dorsey Wright Tactical Core Portfolio Class I.

Filing Details

This Form DEFA14A (Form DEFA14A) was filed with the SEC on May 13, 2025 regarding FIRST TRUST VARIABLE INSURANCE TRUST.

View full filing on EDGAR

View Full Filing

View this DEFA14A filing on SEC EDGAR

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