First Trust

First Trust

Investment-Management

Wheaton, Illinois
United States
Company Tagline

UITs | ETFs | SMAs | Structured Products | Mutual Funds | Closed-End Funds | Variable Annuities

Industry Category
Investment-Management
Company Description

First Trust is a premier investment management firm dedicated to providing trusted investment products and advisory services. Inspired by the goals and long-term strategies of financial advisors and their clients, First Trust is committed to delivering superior products, services, and results. Located at 120 E. Liberty Drive, Suite 400, Wheaton, Illinois 60187, US, First Trust also maintains offices at 500 W. 5th St., Suite 800, Austin, TX 78701, US, and 5000 Meridian Blvd, Franklin, Tennessee 37067, US.

First Trust offers a comprehensive suite of investment solutions, including Unit Investment Trusts (UITs), Exchange Traded Funds (ETFs), Separately Managed Accounts (SMAs), Structured Products, Mutual Funds, Closed-End Funds, and Variable Annuities. With a focus on long-term investment strategies, First Trust emphasizes the importance of understanding investments, employing discipline, re-balancing portfolios, and controlling taxes.

First Trust continues to innovate and provide original ideas to meet the evolving needs of investors. We invite the manager of First Trust to create a customized and exclusive company showcase and product listing on our platform to further enhance your market presence.

First Trust est une société de gestion d'investissements de premier plan dédiée à fournir des produits d'investissement et des services de conseil de confiance. Inspiré par les objectifs et les stratégies à long terme des conseillers financiers et de leurs clients, First Trust s'engage à fournir des produits, des services et des résultats supérieurs. Situé au 120 E. Liberty Drive, Suite 400, Wheaton, Illinois 60187, US, First Trust possède également des bureaux au 500 W. 5th St., Suite 800, Austin, TX 78701, US, et au 5000 Meridian Blvd, Franklin, Tennessee 37067, US.

First Trust propose une gamme complète de solutions d'investissement, notamment des fiducies d'investissement unitaires (UIT), des fonds négociés en bourse (ETF), des comptes gérés séparément (SMA), des produits structurés, des fonds communs de placement, des fonds à capital fixe et des rentes variables. En mettant l'accent sur les stratégies d'investissement à long terme, First Trust souligne l'importance de comprendre les investissements, d'employer la discipline, de rééquilibrer les portefeuilles et de contrôler les impôts.

First Trust continue d'innover et de fournir des idées originales pour répondre aux besoins en constante évolution des investisseurs. Nous invitons le responsable de First Trust à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer davantage votre présence sur le marché.

Key Personnel / Employees
Bill Opdyke Grant Tregay Chris Jeppesen Lori Ravo Tinkler

Compare Companies Side by Side

Compare First Trust with 3 companies in Investment-Management

4 Companies
Comparison Field
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Founded Year
1997 2015
Company Size
51-200 11-50 11-50
City
Wheaton, Illinois Randburg, Gautneg New York, New York Bangalore, Karnataka
Country
United States United States India
Skills & Keywords Comparing with main company
13 Total Skills
Investment Management ETFs Mutual Funds Financial Advisory Wealth Management Investment Strategies Portfolio Management Closed-End Funds Unit Investment Trusts Exchange Traded Funds Separately Managed Accounts Structured Products Variable Annuities
17 Total 17 Unique
Unique Skills:
Administration (ETF's Alternative Investment Administration Asset Admin Balanced Portfolios Financial Administration Systems Financial Products (Retirement Annuities +11
10 Total 10 Unique
Unique Skills:
Annuities: Asset Allocation Equities Financial Planning Fixed Income Institutional Sales & Trading +4
8 Total 1 Common 7 Unique
Match 8%
Common Skills:
Wealth Management
Unique Skills:
Alternate Investments Asset Management Equity Investments Financial Services Fintech Funds Portfolio Management services +1
4
Total Companies
1997
Oldest Founded
2
Countries
47
Unique Skills

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Alternative Company Names

This company is also known as

First Trust 第一信托 पहला ट्रस्ट فيرست ترست Ферст Траст