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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


Broker Logon Information
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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 world-class firms such as Ibbotson Associates to create portfolios based on Ibbotson's Asset Allocation Techniques and Value Line®'s research to create portfolios based on its proprietary 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


Managed Account Portfolio List
Portfolio Name Fact Sheet
Small Cap Core Portfolio
Large Cap Core Portfolio
Value Line® Rising Dividend Portfolio
Value Line® Strategic Growth Portfolio
FTA/Ibbotson Multi-Discipline Aggressive All Equity Portfolio
FTA/Ibbotson Multi-Discipline Aggressive 90/10 Portfolio
FTA/Ibbotson Multi-Discipline Moderate 75/25 Portfolio
FTA/Ibbotson Multi-Discipline Conservative 60/40 Portfolio
FTA/Ibbotson Multi-Discipline Conservative 40/60 Portfolio
FTA/Ibbotson Multi-Discipline Conservative 20/80 Portfolio
FTA/Ibbotson Global Core Portfolio
FTA/Ibbotson International Value Portfolio
FTA/Ibbotson International Core Portfolio
Aviance Disciplined Value Portfolio
FTA Municipal Closed-End Fund Portfolio
FTA Taxable Fixed-Income Closed-End Fund Portfolio
ETF Asset Allocation Portfolios
FTA Equity Income Closed-End Fund Portfolio
Energy Income Partners Energy MLP Portfolio


 
First Trust Portfolios L.P.  Member SIPC and FINRA.
First Trust Advisors L.P.
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