First Trust Portfolios
Institutional investorWheaton
Also known as FIRST TRUST ADVISORS LP
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.
Source: firm website, verified Aug 25, 2026.
What they invest in
from 2 of 2 portfolio companiesFintech ×2GovTech ×1
HQs:United States×2
Investments · 2 tracked
founders shown can be your intro pathFINRA 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
Co-investorsAxevil CapitalBlackRockCOUNTRY FinancialGenstar CapitalHightower AdvisorsMoonfare+4 more
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
Co-investorsAmerican Century Private InvestmentsHightower AdvisorsMoonfareNew York LifeRepublic VenturesYieldstreet
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.
- Who does First Trust Portfolios co-invest with?
- First Trust Portfolios most often shares deals with Hightower Advisors, Moonfare, New York Life, among 11 tracked co-investors.
Media · Podcasts & interviews
from their channelEp 78 | Brian Wesbury | How Has the “Chairman in Name Only” Performed so Far? | ROI Podcast
First Trust ROI Podcast
Ep 77 | Jackie Wilke | The Human Edge in an AI World | ROI Podcast
First Trust ROI Podcast
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
Images
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