First Trust Advisors LP
Assets Under Management
$256.3B
Number of Clients
5,033
Number of Advisors
555
Average Client AUM
$50.9M
AUM per Advisor
$461.9M
Compensation
Fee-Only (AUM)
About This Firm
First Trust Advisors L.P. (FTA) offers supervisory and administrative services to unit investment trusts (UITs), discretionary advisory services to open-end funds (OEFs), and advisory/sub-advisory services to individuals and institutional investors through separately managed accounts (SMAs). FTA also provides non-discretionary model portfolios and advisory services to private funds.
Fee Structure
This firm manages investments for institutions, pooled investment vehicles, and individual clients. This brochure does not include a specific fee schedule for individual clients. Contact the firm directly for more information on fees.
Areas of Practice
Location
120 E. Liberty Drive, Suite 400, Wheaton, IL, 60187