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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 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.

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

Equity Strategies
FTA/Morningstar International Core Click here to download a Fact Sheet Fact Sheet
Click here to download a Commentary Commentary
FTA/Morningstar Multi-Discipline All Equity Click here to download a Fact Sheet Fact Sheet
Click here to download a Commentary Commentary
Large Cap Opportunistic Value Click here to download a Fact Sheet Fact Sheet
Small Cap Core Click here to download a Fact Sheet Fact Sheet
Click here to download a Commentary Commentary
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
Municipal Bond Strategies
FTA High Income Intermediate Maturity Municipal Bond Click here to download a Fact Sheet Fact Sheet
FTA Intermediate Maturity Municipal Bond Click here to download a Fact Sheet Fact Sheet
FTA Total Return Municipal Bond Click here to download a Fact Sheet Fact Sheet
Target Outcome Strategies
FT Vest U.S. Equity Buffer SMA Click here to download a Overview Overview
Closed-End Fund Strategies
FTA Balanced Closed-End Fund Click here to download a Commentary Commentary
Click here to download a Fact Sheet Fact Sheet
FTA Modified Equity Value Closed-End Fund 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
Asset Allocation 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/Morningstar Multi-Discipline 20/80 Click here to download a Fact Sheet Fact Sheet
FTA/Morningstar Multi-Discipline 40/60 Click here to download a Fact Sheet Fact Sheet
FTA/Morningstar Multi-Discipline 60/40 Click here to download a Fact Sheet Fact Sheet
FTA/Morningstar Multi-Discipline 75/25 Click here to download a Fact Sheet Fact Sheet
FTA/Morningstar Multi-Discipline 90/10 Click here to download a Fact Sheet Fact Sheet


 
The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information, First Trust is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA, the Internal Revenue Code or any other regulatory framework. Financial professionals are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients.
Follow First Trust:  
First Trust Portfolios L.P.  Member SIPC and FINRA. (Form CRS)   •  First Trust Advisors L.P. (Form CRS)
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