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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 Strategies
ETF Asset Allocation Growth Click here to download a Fact Sheet Fact Sheet
ETF Asset Allocation Moderate Growth Click here to download a Fact Sheet Fact Sheet
FTA Balanced Closed-End Fund Click here to download a Commentary Commentary
Click here to download a Fact Sheet Fact Sheet
FTA Municipal Closed-End Fund Click here to download a Commentary Commentary
Click here to download a Fact Sheet Fact Sheet
FTA Taxable Fixed-Income Closed-End Fund Click here to download a Commentary Commentary
Click here to download a Fact Sheet Fact Sheet
Large Cap Core Click here to download a Fact Sheet Fact Sheet
Small Cap Core Click here to download a Fact Sheet Fact Sheet
First Trust/Ibbotson Strategies
FTA/Ibbotson Global Core Click here to download a Fact Sheet Fact Sheet
FTA/Ibbotson International Core Click here to download a Fact Sheet Fact Sheet
FTA/Ibbotson International Value Click here to download a Fact Sheet Fact Sheet
FTA/Ibbotson Multi-Discipline 20/80 Click here to download a Fact Sheet Fact Sheet
FTA/Ibbotson Multi-Discipline 40/60 Click here to download a Fact Sheet Fact Sheet
FTA/Ibbotson Multi-Discipline 60/40 Click here to download a Fact Sheet Fact Sheet
FTA/Ibbotson Multi-Discipline 75/25 Click here to download a Fact Sheet Fact Sheet
FTA/Ibbotson Multi-Discipline 90/10 Click here to download a Fact Sheet Fact Sheet
FTA/Ibbotson Multi-Discipline All Equity Click here to download a Fact Sheet Fact Sheet
First Trust/Value Line® Strategies
Value Line® Rising Dividend Click here to download a Fact Sheet Fact Sheet
Value Line® Strategic Growth 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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