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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.


Strategies:

First Trust Balanced Closed-End Fund Asset Allocation Strategies Click here to download a Commentary Click here to download a Fact Sheet
First Trust Balanced Income Strategy Asset Allocation Strategies Click here to download a Strategy Brief
First Trust ETF Asset Allocation Growth Asset Allocation Strategies Click here to download a Commentary Click here to download a Fact Sheet
First Trust ETF Asset Allocation Moderate Growth Asset Allocation Strategies Click here to download a Commentary Click here to download a Fact Sheet
First Trust Modified Equity Value Closed-End Fund Asset Allocation Strategies Click here to download a Fact Sheet
First Trust Morningstar Multi-Discipline 20/80 Asset Allocation Strategies Click here to download a Commentary Click here to download a Fact Sheet
First Trust Morningstar Multi-Discipline 40/60 Asset Allocation Strategies Click here to download a Commentary Click here to download a Fact Sheet
First Trust Morningstar Multi-Discipline 60/40 Asset Allocation Strategies Click here to download a Commentary Click here to download a Fact Sheet
First Trust Morningstar Multi-Discipline 75/25 Asset Allocation Strategies Click here to download a Commentary Click here to download a Fact Sheet
First Trust Morningstar Multi-Discipline 90/10 Asset Allocation Strategies Click here to download a Commentary Click here to download a Fact Sheet
First Trust Morningstar Multi-Discipline All Equity Asset Allocation Strategies Click here to download a Commentary Click here to download a Fact Sheet
First Trust Large Cap Core Premium Income Derivative Income Strategies Click here to download a Fact Sheet
First Trust Large Cap Growth Premium Income Derivative Income Strategies Click here to download a Commentary Click here to download a Fact Sheet
First Trust Large Cap Sector Momentum Premium Income Derivative Income Strategies Click here to download a Fact Sheet
First Trust Large Cap Value Premium Income Derivative Income Strategies Click here to download a Commentary Click here to download a Fact Sheet
First Trust Value Line® Rising Dividend Equity Income Strategies Click here to download a Commentary Click here to download a Fact Sheet
First Trust Global Core Global/International Strategies Click here to download a Fact Sheet
First Trust Morningstar International Core Global/International Strategies Click here to download a Commentary Click here to download a Fact Sheet
First Trust Value Line® Strategic Growth Growth Strategies Click here to download a Commentary Click here to download a Fact Sheet
FT Vest All Equity Buffer SMA Hedged Equity Strategies Click here to download a Strategy Brief
FT Vest U.S. Equity Buffer SMA Hedged Equity Strategies Click here to download a Strategy Brief
First Trust Large Cap Low Volatility Large Cap Strategies Click here to download a Fact Sheet
First Trust Large Cap Opportunistic Value Large Cap Strategies Click here to download a Fact Sheet
First Trust Large Cap Sector ETF Large Cap Strategies
First Trust Small Cap Core Small Cap Strategies Click here to download a Commentary Click here to download a Fact Sheet
First Trust SMID Cap Low Volatility SMID Strategies Click here to download a Fact Sheet
First Trust Taxable Fixed Income Taxable Strategies Click here to download a Fact Sheet
First Trust Taxable Fixed-Income Closed-End Fund Taxable Strategies Click here to download a Commentary Click here to download a Fact Sheet
First Trust Capital Strength Tax-Advantaged Strategy Tax-Advantaged Click here to download a Strategy Brief Click here to download a Fact Sheet
First Trust Rising Dividend Achievers Tax-Advantaged Strategy Tax-Advantaged Click here to download a Strategy Brief Click here to download a Fact Sheet
First Trust S&P 500® Dividend Aristocrats Tax-Advantaged Strategy Tax-Advantaged Click here to download a Strategy Brief Click here to download a Fact Sheet
First Trust Value Line® Tax-Advantaged Strategy Tax-Advantaged Click here to download a Strategy Brief Click here to download a Fact Sheet
First Trust High Income Intermediate Maturity Municipal Bond Tax-Exempt Strategies Click here to download a Fact Sheet
First Trust Intermediate Maturity Municipal Bond Tax-Exempt Strategies Click here to download a Fact Sheet
First Trust Municipal Closed-End Fund Tax-Exempt Strategies Click here to download a Commentary Click here to download a Fact Sheet
First Trust Total Return Municipal Bond Tax-Exempt Strategies Click here to download a 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.
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First Trust Portfolios L.P.  Member SIPC and FINRA. (Form CRS)   •  First Trust Advisors L.P. (Form CRS)
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