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Manages Investments For:

  • Charitable foundations and endowments
  • High net worth clients
  • Pension and retirement systems
  • Profit-sharing plans
  • Insurance companies
  • Closed-end funds
  • Exchange-traded funds


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First Trust Advisors
First Trust Advisors L.P. is an investment advisory affiliate of First Trust Portfolios L.P. and offers customized portfolio management to meet the specific financial objectives of investors. First Trust offers managed accounts for Large-Cap, Small-Cap and Multi-Cap investors. These accounts are managed by our in-house team of analysts and portfolio managers using a structured, quantitative approach to security selection. In addition, First Trust utilizes the input of experienced firms such as Morningstar Investment Management LLC. to create portfolios based on Morningstar Investment Management's Asset Allocation Techniques and Value Line®'s research to create portfolios based on its ranking methodologies.

Key FTA Differentiators
  • Team-based decision making
  • Internally-generated research
  • Proprietary quantitative tools and models
What We Seek to Do
  • Outperform the relevant benchmark over a full market cycle
  • Outperform our competitors
  • Generate consistent results

 Investment Philosophy

Asset Allocation Strategies
First Trust Balanced Closed-End Fund Click here to download a Commentary Commentary
Click here to download a Fact Sheet Fact Sheet
First Trust ETF Asset Allocation Growth Click here to download a Fact Sheet Fact Sheet
Click here to download a Commentary Commentary
First Trust ETF Asset Allocation Moderate Growth Click here to download a Fact Sheet Fact Sheet
Click here to download a Commentary Commentary
First Trust Modified Equity Value Closed-End Fund Click here to download a Fact Sheet Fact Sheet
First Trust Morningstar Multi-Discipline 20/80 Click here to download a Fact Sheet Fact Sheet
Click here to download a Commentary Commentary
First Trust Morningstar Multi-Discipline 40/60 Click here to download a Fact Sheet Fact Sheet
Click here to download a Commentary Commentary
First Trust Morningstar Multi-Discipline 60/40 Click here to download a Fact Sheet Fact Sheet
Click here to download a Commentary Commentary
First Trust Morningstar Multi-Discipline 75/25 Click here to download a Fact Sheet Fact Sheet
Click here to download a Commentary Commentary
First Trust Morningstar Multi-Discipline 90/10 Click here to download a Fact Sheet Fact Sheet
Click here to download a Commentary Commentary
First Trust Morningstar Multi-Discipline All Equity Click here to download a Fact Sheet Fact Sheet
Click here to download a Commentary Commentary
First Trust Tactical High Income Click here to download a Fact Sheet Fact Sheet
Derivative Income Strategies
First Trust Large Cap Core Premium Income Click here to download a Fact Sheet Fact Sheet
First Trust Large Cap Growth Premium Income Click here to download a Fact Sheet Fact Sheet
First Trust Large Cap Sector Momentum Premium Income Click here to download a Fact Sheet Fact Sheet
First Trust Large Cap Value Premium Income Click here to download a Fact Sheet Fact Sheet
Equity Income Strategies
First Trust Value Line® Rising Dividend Click here to download a Fact Sheet Fact Sheet
Click here to download a Commentary Commentary
Global/International Strategies
First Trust Global Core Click here to download a Fact Sheet Fact Sheet
First Trust Morningstar International Core Click here to download a Fact Sheet Fact Sheet
Click here to download a Commentary Commentary
Growth Strategies
First Trust Value Line® Strategic Growth Click here to download a Fact Sheet Fact Sheet
Click here to download a Commentary Commentary
Hedged Equity Strategies
FT Vest U.S. Equity Buffer SMA Click here to download a Overview Overview
Large Cap Strategies
First Trust Large Cap Low Volatility Click here to download a Fact Sheet Fact Sheet
First Trust Large Cap Opportunistic Value Click here to download a Fact Sheet Fact Sheet
First Trust Large Cap Sector ETF
Small Cap Strategies
First Trust Small Cap Core Click here to download a Fact Sheet Fact Sheet
Click here to download a Commentary Commentary
SMID Strategies
First Trust SMID Cap Low Volatility Click here to download a Fact Sheet Fact Sheet
Taxable Strategies
First Trust Taxable Fixed Income Click here to download a Fact Sheet Fact Sheet
First Trust Taxable Fixed-Income Closed-End Fund Click here to download a Commentary Commentary
Click here to download a Fact Sheet Fact Sheet
Tax-Exempt Strategies
First Trust High Income Intermediate Maturity Municipal Bond Click here to download a Fact Sheet Fact Sheet
First Trust Intermediate Maturity Municipal Bond Click here to download a Fact Sheet Fact Sheet
First Trust Municipal Closed-End Fund Click here to download a Commentary Commentary
Click here to download a Fact Sheet Fact Sheet
First Trust Total Return Municipal Bond Click here to download a Fact Sheet Fact Sheet


 
The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information, First Trust is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA, the Internal Revenue Code or any other regulatory framework. Financial professionals are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients.
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First Trust Portfolios L.P.  Member SIPC and FINRA. (Form CRS)   •  First Trust Advisors L.P. (Form CRS)
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