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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
If you are a broker or a financial advisor, please click here to logon and obtain more information about Separate Managed Accounts.

 

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


Energy Income Partners, LLC
Energy Infrastructure and MLP Income Strategy Click here to download a Fact Sheet Fact Sheet
First Trust Advisors Portfolios
ETF Asset Allocation Growth Portfolio Click here to download a Fact Sheet Fact Sheet
ETF Asset Allocation Moderate Growth Portfolio Click here to download a Fact Sheet Fact Sheet
FTA Equity Income Closed-End Fund Portfolio Click here to download a Fact Sheet Fact Sheet
FTA Modified Equity Value Closed-End Fund Portfolio
FTA Municipal Closed-End Fund Portfolio Click here to download a Fact Sheet Fact Sheet
FTA Taxable Fixed-Income Closed-End Fund Portfolio Click here to download a Fact Sheet Fact Sheet
Large Cap Core Portfolio Click here to download a Fact Sheet Fact Sheet
Small Cap Core Portfolio Click here to download a Fact Sheet Fact Sheet
First Trust/Ibbotson Portfolios
Ibbotson Global Core Portfolio Click here to download a Fact Sheet Fact Sheet
Ibbotson International Core Portfolio Click here to download a Fact Sheet Fact Sheet
Ibbotson International Value Portfolio Click here to download a Fact Sheet Fact Sheet
Ibbotson Multi-Discipline Aggressive 90/10 Portfolio Click here to download a Fact Sheet Fact Sheet
Ibbotson Multi-Discipline Aggressive All Equity Portfolio Click here to download a Fact Sheet Fact Sheet
Ibbotson Multi-Discipline Conservative 20/80 Portfolio Click here to download a Fact Sheet Fact Sheet
Ibbotson Multi-Discipline Conservative 40/60 Portfolio Click here to download a Fact Sheet Fact Sheet
Ibbotson Multi-Discipline Conservative 60/40 Portfolio Click here to download a Fact Sheet Fact Sheet
Ibbotson Multi-Discipline Moderate 75/25 Portfolio Click here to download a Fact Sheet Fact Sheet
First Trust/Value Line® Portfolios
Value Line® Rising Dividend Portfolio Click here to download a Fact Sheet Fact Sheet
Value Line® Strategic Growth Portfolio Click here to download a Fact Sheet Fact Sheet


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