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.
| First Trust Balanced Closed-End Fund |
Asset Allocation |
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| First Trust Balanced Income Strategy |
Asset Allocation |
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| First Trust ETF Asset Allocation Growth |
Asset Allocation |
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| First Trust ETF Asset Allocation Moderate Growth |
Asset Allocation |
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| First Trust Modified Equity Value Closed-End Fund |
Asset Allocation |
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| First Trust Morningstar Multi-Discipline 20/80 |
Asset Allocation |
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| First Trust Morningstar Multi-Discipline 40/60 |
Asset Allocation |
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| First Trust Morningstar Multi-Discipline 60/40 |
Asset Allocation |
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| First Trust Morningstar Multi-Discipline 75/25 |
Asset Allocation |
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| First Trust Morningstar Multi-Discipline 90/10 |
Asset Allocation |
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| First Trust Morningstar Multi-Discipline All Equity |
Asset Allocation |
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| First Trust Large Cap Core Premium Income |
Derivative Income |
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| First Trust Large Cap Growth Premium Income |
Derivative Income |
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| First Trust Large Cap Sector Momentum Premium Income |
Derivative Income |
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| First Trust Large Cap Value Premium Income |
Derivative Income |
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| First Trust Value Line® Rising Dividend |
Equity Income |
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| First Trust Global Core |
Global/International |
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| First Trust Morningstar International Core |
Global/International |
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| First Trust Value Line® Strategic Growth |
Growth |
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| FT Vest All Equity Buffer SMA |
Hedged Equity |
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| FT Vest U.S. Equity Buffer SMA |
Hedged Equity |
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| First Trust Large Cap Low Volatility |
Large Cap |
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| First Trust Large Cap Opportunistic Value |
Large Cap |
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| First Trust Small Cap Core |
Small Cap |
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| First Trust SMID Cap Low Volatility |
SMID |
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| First Trust Taxable Fixed Income |
Taxable |
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| First Trust Taxable Fixed-Income Closed-End Fund |
Taxable |
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| First Trust Capital Strength Tax-Advantaged Strategy |
Tax-Advantaged |
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| First Trust Rising Dividend Achievers Tax-Advantaged Strategy |
Tax-Advantaged |
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| First Trust S&P 500® Dividend Aristocrats Tax-Advantaged Strategy |
Tax-Advantaged |
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| First Trust Value Line® Tax-Advantaged Strategy |
Tax-Advantaged |
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| First Trust High Income Intermediate Maturity Municipal Bond |
Tax-Exempt |
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| First Trust Intermediate Maturity Municipal Bond |
Tax-Exempt |
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| First Trust Municipal Closed-End Fund |
Tax-Exempt |
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| First Trust Total Return Municipal Bond |
Tax-Exempt |
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