Company Overview of First Trust Advisors L.P.
First Trust Advisors L.P. is a privately owned investment manager. The firm primarily caters to individuals including high net worth individuals, investments companies, charitable foundations and endowments, retirement systems, pension and profit sharing plans, insurance companies, municipalities, and corporations. It manages client-focused equity, balanced, and fixed income portfolios. The firm also launches and manages equity, fixed income, and balanced mutual funds and exchange traded funds for its clients. It invests in the public equity and fixed income markets across the globe. The firm primarily invests in growth and value stocks of small cap, mid cap, and large cap companies to creat...
120 East Liberty Drive
Wheaton, IL 60187
Founded in 1991
Key Executives for First Trust Advisors L.P.
Chief Investment Officer, Senior Vice President, Chief Market Strategist, Portfolio Manager, and Member of the Investment Committee
Managing Director and Chief Financial Officer
Managing Director, Chief Investment Officer, Senior Vice President of Strategy Research, and Portfolio Manager
Compensation as of Fiscal Year 2015.
First Trust Advisors L.P. Key Developments
First Trust Advisors L.P. to Launch the First Trust Heitman Global Prime Real Estate ETF
Nov 9 15
First Trust Advisors L.P. expects to launch a new exchange-traded fund (ETF), the First Trust Heitman Global Prime Real Estate ETF on November 12, 2015. The fund will seek to provide access to U.S. and non-U.S. real estate securities consisting of shares of public companies with professional management teams that own top tier, prime properties in the world’s dominant cities while seeking long-term total return.
First Trust Advisors L.P. to Launch the First Trust SSI Strategic Convertible Securities ETF
Nov 2 15
First Trust Advisors L.P. expects to launch a new exchange-traded fund, the First Trust SSI Strategic Convertible Securities ETF, on November 4, 2015. The fund seeks to deliver total return by investing in a diversified portfolio of U.S. and non-U.S. convertible securities. As the Federal Reserve recently has intimated, incremental rate hikes may soon be weighing upon U.S. investors. Against this backdrop, First Trust believes convertible securities represent a compelling investment opportunity. During a shift in the economic climate, convertible securities may offer investors an attractive total return investment option with potentially meaningful participation in equity returns, current income, and a degree of principal protection.
First Trust Advisors L.P. Presents at 14th Annual Capital Link Closed-End Funds and Global ETFs Forum, Apr-23-2015
Apr 9 15
First Trust Advisors L.P. Presents at 14th Annual Capital Link Closed-End Funds and Global ETFs Forum, Apr-23-2015. Venue: The Metropolitan Club, One East 60th St., New York, NY 10022-1054, United States. Presentation Date & Speakers: Apr-23-2015, John A. Gambla, Senior Portfolio Manager, Johnathan N. Wilhelm, Senior Vice President and Portfolio Manager.
Similar Private Companies By Industry
Recent Private Companies Transactions
|No transactions available in the past 12 months.|