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First Trust Portfolios

Institutional investor

Wheaton

Also known as FIRST TRUST ADVISORS LP

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Investment thesis

First Trust provides investment products and advisory services to financial professionals and their clients, emphasizing a disciplined, long-term investment philosophy. Its core principles include knowing what you own through transparency, investing for the long term rather than attempting to time markets, employing discipline to avoid emotional decisions, rebalancing portfolios to maintain intended allocations, and controlling taxes through tax-efficient investment structures. The firm positions itself as a provider of original ideas, inventive products, and high-quality service, with a reputation built on these principles.

Invests inCrypto & Web3

Source: firm website, verified Aug 11, 2026.

HQ
Wheaton, IL, US
Founded
1991
AUM
$309.2B
Tracked investments
2

What they invest in

from 2 of 2 portfolio companies

Fintech ×2GovTech ×1

HQs:United States×2

Investments · 2 tracked

founders shown can be your intro path
CRDfinra.orgin𝕏

FINRA is a not-for-profit self-regulatory organization that oversees U.S. broker-dealer firms and associated persons, working to protect investors and maintain market integrity.

FintechGovTech

Sipcsipc.orgin

The Securities Investor Protection Corporation (SIPC) is a non-profit corporation created by Congress that works to restore investors' cash and securities when their securities broker fails, protecting brokerage accounts up to $500,000.

Fintech

Frequently asked questions

What sectors does First Trust Portfolios focus on?
First Trust Portfolios focuses on Crypto & Web3.
Where is First Trust Portfolios located?
First Trust Portfolios is headquartered in Wheaton, US.

Media · Podcasts & interviews

from their channel

Ep 76 | Bob Carey | New Leadership in Equity Markets…Will It Continue? | ROI Podcast

First Trust ROI Podcast

Ep 75 | Nikki Hsu & Gabriela Privetera | Nuclear Power: Opportunities & Pitfalls Ahead | ROI Podcast

First Trust ROI Podcast

Ep 74 | Josef Schuster | What Does History Say About Post-IPO Performance Trends? | ROI Podcast

First Trust ROI Podcast

Ep 73 | Mandeep Singh | Is the SaaS-Pocalypse Over, and Where Are We in the AI Capex Cycle? | ROI

First Trust ROI Podcast

Ep 72 | Brian Wesbury | Can AI Make a Pencil? | ROI Podcast

First Trust ROI Podcast

Images

First Trust Portfolios photoFirst Trust Portfolios photo

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