First Trust
Separately Managed Accounts

Asset Allocation

First Trust Balanced Closed-End Fund

First Trust Balanced Income Strategy

First Trust ETF Asset Allocation Growth

First Trust ETF Asset Allocation Moderate Growth

First Trust Modified Equity Value Closed-End Fund

First Trust Morningstar Multi-Discipline 20/80

First Trust Morningstar Multi-Discipline 40/60

First Trust Morningstar Multi-Discipline 60/40

First Trust Morningstar Multi-Discipline 75/25

First Trust Morningstar Multi-Discipline 90/10

First Trust Morningstar Multi-Discipline All Equity

Derivative Income

First Trust Large Cap Core Premium Income

First Trust Large Cap Growth Premium Income

First Trust Large Cap Sector Momentum Premium Income

First Trust Large Cap Value Premium Income

Equity Income

First Trust Value Line® Rising Dividend

Global/International

First Trust Global Core

First Trust Morningstar International Core

Growth

First Trust Value Line® Strategic Growth

Hedged Equity

FT Vest All Equity Buffer SMA

FT Vest U.S. Equity Buffer SMA

Large Cap

First Trust Large Cap Low Volatility

First Trust Large Cap Opportunistic Value

Small Cap

First Trust Small Cap Core

SMID

First Trust SMID Cap Low Volatility

Tax-Advantaged

First Trust Capital Strength Tax-Advantaged Strategy

First Trust Rising Dividend Achievers Tax-Advantaged Strategy

First Trust S&P 500® Dividend Aristocrats Tax-Advantaged Strategy

First Trust Value Line® Tax-Advantaged Strategy

Taxable

First Trust Taxable Fixed Income

First Trust Taxable Fixed-Income Closed-End Fund

Tax-Exempt

First Trust High Income Intermediate Maturity Municipal Bond

First Trust Intermediate Maturity Municipal Bond

First Trust Municipal Closed-End Fund

First Trust Total Return Municipal Bond