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July 29, 2015 2:06 PM 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

Phone:

630-765-8000

Fax:

630-765-8610

Key Executives for First Trust Advisors L.P.

President
Age: 60
Chief Investment Officer, Senior Vice President, Chief Market Strategist, Portfolio Manager, and Member of the Investment Committee
Managing Director
Managing Director
Age: 58
Managing Director, Chief Financial Officer and Member of Investment Committee
Age: 58
Compensation as of Fiscal Year 2015.

First Trust Advisors L.P. Key Developments

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.

First Trust Advisors Secures Approval to Sell Exchange-Traded Funds in Mexico

First Trust Advisors L.P. has secured approval from Mexican pension funds investment regulator, La Comision Nacional del Sistema de Ahorro para el Retiro (CONSAR), to sell two of its ETFs for sale to Mexican funded pensions, known as AFORES. Before an ETF can be purchased in a pension fund, it must be approved by CONSAR. This opportunity helps to further expand the footprint of its merit-based AlphaDEX ETFs into a new institutional market for First Trust. The two funds that have been approved are: First Trust Large Cap Value AlphaDEX Fund; First Trust Large Cap Core AlphaDEX Fund. In addition, both funds are cross-listed on the Bolsa Mexicana de Valores under the same ticker symbols. Currently, over 51 million Mexican workers save for their retirement in AFORES, according to CONSAR. There are approximately $164 billion (USD) in assets under management in Mexican pension funds and CONSAR projects Mexico's retirement savings will grow to $225 billion by 2018.

First Trust Advisors L.P. to Launch First Trust Emerging Markets Local Currency Bond ETF and the First Trust Low Duration Mortgage Opportunities ETF

First Trust Advisors L.P. expects to launch two actively managed exchange-traded funds ("ETFs"), the First Trust Emerging Markets Local Currency Bond ETF and the First Trust Low Duration Mortgage Opportunities ETF. The new funds are expected to begin trading on The NASDAQ Stock Market on November 5, 2014. The First Trust Emerging Markets Local Currency Bond ETF seeks maximum total return and current income. The fund invests in bonds, notes and bills issued or guaranteed by entities in emerging market (EM) countries that are denominated in the issuer's local currency. The First Trust Emerging Markets Local Currency Bond ETF will be actively managed by First Trust Global Portfolios Ltd., the sub-advisor to the fund. Derek Fulton, Chief Executive Officer, and Leonardo Da Costa, Portfolio Manager, both of First Trust Global Portfolios Ltd. will serve as the portfolio managers of the fund. The First Trust Low Duration Mortgage Opportunities ETF will be actively managed by First Trust Advisors L.P. Day-to-day management decisions are primarily made by Jim Snyder and Jeremiah Charles, Portfolio Managers and members of the First Trust Mortgage Securities Team.

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