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November 28, 2015 10:17 AM ET

Capital Markets

Company Overview of First Trust Advisors L.P.

Company Overview

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

Suite 400

Wheaton, IL 60187

United States

Founded in 1991





Key Executives for First Trust Advisors L.P.

Chief Executive Officer
Age: 60
Chief Investment Officer, Senior Vice President, Chief Market Strategist, Portfolio Manager, and Member of the Investment Committee
Managing Director and Chief Financial Officer
Age: 58
Managing Director, Chief Investment Officer, Senior Vice President of Strategy Research, and Portfolio Manager
Managing Director
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

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

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

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.

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