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MFWire: First Trust Funds [ETFs]
MUTUAL FUND FAMILY PROFILES [BETA]
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First Trust Advisors LP
120 East Liberty Drive
Suite 400
Wheaton, IL  60187
Google Maps

Contact
Main Phone: 630-765-8000
Web Site: http://www.ftportfolios.com/

Mutual Fund Brand(s)
First Trust Funds [ETFs]

Research Links
  • SEC Fund Filings by CIK

  • Background:
    First Trust Portfolios and its affiliate First Trust Advisors have been providing investment products and advisory services since 1991. The company generally adheres to a long-term investing strategy. It currently manages around 40 ETFs.

    First Trust's CIO is Bob Carey. He writes weekly, monthly and quarterly analysis of the Market for the firm's Web site. Daniel Lindquist serves as the First Trust's chairman and senior vice president.



    Its total AUM as of March 31, 2017 is $99 billion.
    Sponsored Opportunities



    Key People:
    Jim Bowen
    CEO, First Trust Advisors L.P., First Trust Portfolios L.P.
    Andy Roggensack
    President, First Trust Advisors
    Robert Carey
    Chief Investment Officer, First Trust Advisors
    William Jardine
    General Counsel, First Trust Advisors
    Mark Bradley
    Chief Financial Officer, First Trust Advisors
    Andy Subramanian
    SVP of National Accounts/ETFs/401(k)/Business Development, First Trust Advisors
    Roger Starr
    First Trust Portfolios, LP
    Brian Wesbury
    Chief Economist, First Trust Advisors
    Story Archive for First Trust Advisors LP
    Published On Story Headline Publication
    10/1/2024 A $35B-AUMS AM and a Midwestern Ally Ladder Up 4 ETFs MFWire.com
    9/26/2024 Passive Flows Are Still Up 4X, Despite a $46B Drop MFWire.com
    9/25/2024 Vanguard Wins, Despite a $3B Drop MFWire.com
    9/11/2024 First Trust Plans to Transform a 17-Year-Old Income Fund MFWire.com
    6/11/2024 First Trust Plans a $504MM-AUM Growth Fund Adoption MFWire.com
    5/10/2024 First Trust Transforms 4 CEFs Into 1 ETF MFWire.com
    12/18/2023 Passive Inflows Jump Fivefold MFWire.com
    11/29/2023 Eight Years In, a $159MM-AUM Fund Transforms MFWire.com
    11/28/2023 Active Outflows Grow By $23.4B, But ... MFWire.com
    11/13/2023 A $187B-AUMS Firm Adds a Core Bond Fund MFWire.com
    10/26/2023 Vanguard and JPM Repeat Their Flows Victories MFWire.com
    8/16/2023 Goldman Leads With $854MM MFWire.com
    8/9/2023 A $199B-AUM Firm Adds Two Active Fixed Income ETFs MFWire.com
    7/20/2023 Schwab Dominates As Large Firm Outflows Shrink By 89 Percent MFWire.com
    6/28/2023 JPMAM Takes the Active Inflows Lead With $5.5B MFWire.com
    6/7/2023 First Trust Preps a $48MM-AUM, 3-Fund Liquidation MFWire.com
    5/23/2023 With $1.4B, Fido Takes the Active Inflows Lead MFWire.com
    4/27/2023 Active Outflows Jump By $51B, But ... MFWire.com
    3/31/2023 Long-Term Flows Drop $39B In a Week MFWire.com
    3/15/2023 A $196B-AUMS Firm Adds an Inflation Sensitive Fund MFWire.com
    2/27/2023 JPMAM Threepeats With $6B MFWire.com
    2/17/2023 A One-Week, $25B Reversal MFWire.com
    2/16/2023 With $5.2B, Schwab Threepeats MFWire.com
    2/14/2023 A $190B-AUMS Firm Launches a Multi-Strat Alts Fund MFWire.com
    1/30/2023 Vanguard Leads an Inflows Pack and an Outflows Pack. Wait, What? MFWire.com
    1/19/2023 Schwab Dominates, Raking In $38B MFWire.com
    12/16/2022 11 Months, $205B In Outflows MFWire.com
    11/15/2022 Large Firms Dominate October Outflows MFWire.com
    10/25/2022 Net Active Flows Worsen By $67B MFWire.com
    10/18/2022 Nine Percent of Large Firms Net Inflows MFWire.com
    9/26/2022 Net Active Flows Improve By $26B MFWire.com
    9/19/2022 These Firms' Flows Improved By $26B In Two Months MFWire.com
    8/22/2022 Active Outflows Surpass Passive Inflows By $13B MFWire.com
    8/15/2022 Schwab's Inflows Triple to $4.605B MFWire.com
    7/27/2022 Passive Inflows Fall By $42B; Active Outflows Fall By $19B MFWire.com
    7/20/2022 Large Firms Account For All the Industry's 2022 Net Outflows MFWire.com
    7/14/2022 A $203B-AUMS Firm Will Buy a Direct Indexer MFWire.com
    6/23/2022 Passive Funds Bounce Back By $74B MFWire.com
    6/14/2022 Schwab Repeats As $2.226B Flows In MFWire.com
    5/20/2022 Only One-Eighth of Large Firms Net Inflows MFWire.com
    4/25/2022 A $113B Active Flows Collapse MFWire.com
    4/18/2022 Bridge Builder's Inflows Quadruple, Breaking a 5-Month Schwab Streak MFWire.com
    3/22/2022 Inflows Fall $97B, Mostly Due to Active Funds MFWire.com
    3/15/2022 Schwab's Five-Month-Old Lead Widens MFWire.com
    1/19/2022 Schwab's Inflows Nearly Triple to $50B MFWire.com
    8/2/2021 iM Global Invests In a $14.6B-AUM Shop MFWire.com
    4/19/2021 Passive Inflows Rise 25 Percent, But ... MFWire.com
    3/15/2021 MF and ETF Inflows Quintuple MFWire.com
    2/17/2021 Despite a January Dip, Inflows Rise YOY MFWire.com
    1/19/2021 2020 Inflows Fell, But Giants' Dominance Grew MFWire.com
    9/16/2020 2020 Inflows Reach 46 Percent of This Shop's AUM MFWire.com
    8/17/2020 For Two-Thirds of Midsize Firms, 2020 Flows Are Still In the Red MFWire.com
    7/17/2020 Two-Thirds of 2020 Outflows Came From Midsize Firms MFWire.com
    6/16/2020 Midsize Fund Firms' Inflows Return MFWire.com
    3/6/2020 170 Fundsters Gather As 92 Fund Firms Win Big MFWire.com
    1/16/2020 Midsize Firms' Outflows Fell 78 Percent In 2019 MFWire.com
    12/13/2019 Nationwide Leads Again MFWire.com
    11/13/2019 A Midwestern Insurer Takes the Fund Flows Lead MFWire.com
    10/21/2019 Passive Inflows Double In Two Months MFWire.com
    10/15/2019 A Midwestern ETF Shop Retakes First MFWire.com
    8/13/2019 An I-Bank's AM Wins In July MFWire.com
    7/16/2019 First Trust Dethrones Baird MFWire.com
    5/13/2019 Mid-Size Outflows Rise MFWire.com
    3/8/2019 T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham MFWire.com
    1/31/2019 Who Gained Market Share In 2018? MFWire.com
    1/28/2019 Active Outflows Dwarf Passive Inflows MFWire.com
    1/22/2019 88 Percent of Midsize Firms Suffered In December MFWire.com
    1/22/2019 Week In Preview, January 22-27 MFWire.com
    1/17/2019 Only Two Firms Added More Than $10B In 2018 MFWire.com
    12/24/2018 Passive Inflows and Active Outflows Rise MFWire.com
    12/18/2018 A Wirehouse's Sibling Wins In November MFWire.com
    11/27/2018 Vanguard Simultaneously Won and Lost Last Month MFWire.com
    11/20/2018 An Inverse Index Fund Specialist Takes the Lead MFWire.com
    10/15/2018 Week In Preview, October 15-21 MFWire.com
    10/11/2018 As First Trust Takes the Lead, Bridge Builder Slows MFWire.com
    9/17/2018 Bridge Builder's Lead Widens MFWire.com
    8/14/2018 Bridge Builder Keeps Dominating MFWire.com
    7/17/2018 A Fund-of-Funds Shop's Inflows Double MFWire.com
    7/6/2018 Bridge Builder Takes the Lead MFWire.com
    6/29/2018 There's a New Reigning Champ Among Fund Firms MFWire.com
    6/11/2018 Week In Preview, June 11-17 MFWire.com
    5/31/2018 Despite Slipping, an ETF Shop Keeps the Pole Position MFWire.com
    5/30/2018 BlackRock Beat Vanguard Last Month MFWire.com
    5/14/2018 Week In Preview, May 14-20 MFWire.com
    5/1/2018 First Trust's Inflows Double MFWire.com
    4/27/2018 As Long-Term Flows Rebound, Vanguard Keeps the Lead MFWire.com
    3/28/2018 An Insurer Won the February Midsize Fund Firm Race MFWire.com
    3/27/2018 Even Vanguard and BlackRock Took a Flows Hit MFWire.com
    2/28/2018 Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple MFWire.com
    2/27/2018 ProShares Takes the Midsize Lead MFWire.com
    2/26/2018 Despite a Shift, Passive Titans Still Dominated January Flows MFWire.com
    1/29/2018 First Trust and Bridge Builder Lead the Monthly Pack, Again MFWire.com
    1/29/2018 Bridge Builder Dominated 2017 MFWire.com
    1/29/2018 Week In Preview, January 29-February 4 MFWire.com
    1/25/2018 Two Fund Firms, One $555B Year MFWire.com
    1/25/2018 SSgA Had a Great December MFWire.com
    1/22/2018 Week In Preview, January 22-28 MFWire.com
    12/26/2017 First Trust and Bridge Builder Take the Lead MFWire.com
    11/28/2017 Five Midsize Firms Join the $1B Flows Club MFWire.com
    10/23/2017 Baird Dominated September Among Midsize Firms MFWire.com
    10/17/2017 TD's NTF ETF Platform Expands, Minus a Giant MFWire.com
    9/1/2017 New Fund Fuss - September 1, 2017 MFWire.com
    8/31/2017 Filings For Fundsters - August 31, 2017 MFWire.com
    8/10/2017 A Nine-Year First Trust Vet Moves MFWire.com
    7/6/2017 Ivy, Oakmark, and First Trust Had a Big May MFWire.com
    6/28/2017 Filings for Fundsters - June 28, 2017 MFWire.com
    6/22/2017 The New Fund Fuss - June 22, 2017 MFWire.com
    6/21/2017 Filings for Fundsters - June 21, 2017 MFWire.com
    6/14/2017 Pershing Insite 2017 Begins! MFWire.com
    4/21/2017 ETF Insiders Convene, and SHE Has Another Great Night MFWire.com
    4/13/2017 The New Fund Fuss - April 13, 2017 MFWire.com
    3/20/2017 Filings for Fundsters - March 20, 2017 MFWire.com
    2/17/2017 The New Fund Fuss - February 17, 2017 MFWire.com
    2/10/2017 Punching Above Your ETF Weight MFWire.com
    1/31/2017 TD's Nally Gathers a Record Crowd in SoCal MFWire.com
    12/16/2016 Filings for Fundsters - December 16, 2016 MFWire.com
    12/14/2016 2016's Fastest Growing ETF Shop Is ... MFWire.com
    11/23/2016 Follow the Fundsters - November 23, 2016 MFWire.com
    11/22/2016 Filings for Fundsters - November 22, 2016 MFWire.com
    10/10/2016 The New Fund Fuss - October 10, 2016 MFWire.com
    10/10/2016 ETF Shops Rake In $6B Per Year MFWire.com
    10/5/2016 Filings for Fundsters - October 5, 2016 MFWire.com
    9/28/2016 The New Fund Fuss - September 28, 2016 MFWire.com
    9/23/2016 Filings for Fundsters - September 23, 2016 MFWire.com
    9/22/2016 The New Fund Fuss - September 22, 2016 MFWire.com
    8/15/2016 Filings For Fundsters - August 15, 2016 MFWire.com
    7/22/2016 Friday Feature: People on the Move MFWire.com
    6/6/2016 1200 FAs Gather in Orlando MFWire.com
    9/8/2015 Uh Oh: Galvin Is Digging Into NAVgate MFWire.com
    8/27/2015 No NAVs: BNY Mellon's Fundster Customers Scramble MFWire.com
    8/11/2015 28 Fund Firms Are Paying Morgan Stanley At Least $1MM MFWire.com
    8/7/2015 Who Rakes In the Most Flows Per Fund? The Answer Won't Surprise You MFWire.com
    3/20/2015 ProShares and iShares Win Big MFWire.com
    11/24/2014 Advisors Remember These Fund Firms' Wholesalers MFWire.com
    11/21/2014 The Ten Biggest Fund Shops Now Control 58 Percent of the Assets MFWire.com
    11/10/2014 Four ETF Shops Gain Special RayJay Access MFWire.com
    12/2/2013 Vanguard, Fido, T. Rowe, J.P. Morgan, DFA and OpFunds Take Bigger Slices of the Growing Pie MFWire.com
    10/21/2013 First Trust Unveils a Tactical ETF MFWire.com
    10/14/2013 MLP Funds Take on the Taxman MFWire.com
    10/10/2013 Reuters Looks at Some IPO ETFs MFWire.com
    8/28/2013 INews: IRS Wants to Limit Fundsters' MLP Holdings MFWire.com
    8/8/2013 ETF Roundup: Five Funds Generate Buzz While Investors Show Nashville ETF Love MFWire.com
    8/2/2013 First Trust Intros First Alt ETF MFWire.com
    7/10/2013 And the Week Goes to ... a SPDR! MFWire.com
    6/19/2013 A SPDR Wins the Week MFWire.com
    6/18/2013 ETF Shops Want More Active Management MFWire.com
    6/12/2013 Zacks Suggests Investors Favor BioTetch ETFs MFWire.com
    5/17/2013 WSJ Shouts Out to Bank Loan ETFs With Biggest Flows MFWire.com
    5/7/2013 Stork and Reaper for the Week of May 10, 2013 MFWire.com
    4/29/2013 First Trust Prepares an ETF Launch MFWire.com
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