Fundraising Fox
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.
Source: firm website, verified Sep 29, 2026.
What they invest in
from 1 of 1 portfolio companiesFintech ×1
HQs:United States×1
Investments · 1 tracked
founders shown can be your intro path
SIPC is a non-profit corporation that protects customers of brokerage firms that are SIPC members if the firm fails, providing coverage up to $500,000 per account.
Fintech
Co-investorsAmerican Century Private InvestmentsHightower AdvisorsMoonfareNew York LifeNew York Life Insurance CompanyRepublic Ventures+1 more
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 American Century Private Investments, Hightower Advisors, New York Life, among 7 tracked co-investors.
Media · Podcasts & interviews
from their channelEp 80 | Why are Interest Rates Climbing Again…and What are the Implications for Bond Investors?
First Trust ROI Podcast
Ep 78 | Brian Wesbury | How Has the “Chairman in Name Only” Performed so Far? | ROI Podcast
First Trust ROI Podcast
Ep 79 | Kevin Bishopp | The Best of Both Worlds: AI’s Opportunity for Financial Professionals
First Trust ROI Podcast
Ep 78 | Brian Wesbury | How Has the “Chairman in Name Only” Performed so Far? | ROI Podcast
First Trust ROI Podcast · youtube.com
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
Images
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