First Trust

Founded: 1991
Mutual Fund SMA ETF
Employees: 501-1000
AUM (in Billions):
Company Phone: 800-621-1675
Sales Phone:

First Trust Portfolios L.P. and First Trust Advisors L.P.("First Trust"​) were founded in 1991 with a mission to offer investors a better way to invest. We are single-minded about providing trusted investment products and advisory services. We're inspired every day by how financial advisors and their customers use our products and services to define goals, solve problems and develop long-term strategies. Everyone in our company is encouraged to work diligently and respectfully to deliver superior products, services and results that will contribute to the prosperity of our clients. Our approach is simple, and our company was built with these core principles in mind: - Know What you Own - Invest for the Long-term - Employ Discipline - Re-balance - Control Taxes

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Contact Bob Edmunds
SVP of Sales and Strategy
First Trust Wholesalers
Peter Christou
Todd Marshall
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Territory(s):    Illinois
Dan Lavin
Lana Cox
Leah DelMauro