Separate Managed Accounts
Manages Investments For:
  • Charitable foundations and endowments
  • High net worth clients
  • Pension and retirement systems
  • Profit-sharing plans
  • Insurance companies
  • Closed-end funds
  • Exchange-traded funds
 First Trust Advisors L.P.
 Attn: SMA Operations
 120 E. Liberty Drive
 Suite 400
 Wheaton,  IL  60187-0828
 800.222.6822, Option 1
 smaoperations@ftadvisors.com 
First Trust Advisors
First Trust Advisors L.P. is an investment advisory affiliate of First Trust Portfolios L.P. and offers customized portfolio management to meet the specific financial objectives of investors. First Trust offers managed accounts for Large-Cap, Small-Cap and Multi-Cap investors. These accounts are managed by our in-house team of analysts and portfolio managers using a structured, quantitative approach to security selection. In addition, First Trust utilizes the input of world-class firms such as Morningstar Investment Management LLC to create portfolios based on Morningstar Investment Management's Asset Allocation Techniques and Value Line®'s research to create portfolios based on its proprietary ranking methodologies.
Key FTA Differentiators
  • Team-based decision making
  • Internally-generated research
  • Proprietary quantitative tools and models
What We Seek to Do
  • Outperform the relevant benchmark over a full market cycle
  • Outperform our competitors
  • Generate consistent results
Your browser's javascript functionality is disabled. Please enable javascript.
User ID
Password
Request a Login
Help, I forgot my password!