Fundraising Fox
Wheaton
Also known as FIRST TRUST ADVISORS LP
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Investment thesis
First Trust promotes a disciplined, long-term investment philosophy built on core principles: knowing what you own through transparency, investing for the long term rather than timing the market, employing discipline to avoid emotional decisions, rebalancing portfolios periodically to reset allocations, and controlling taxes through tax-efficient product structures. The firm emphasizes serving financial professionals and their customers with original ideas, inventive products, and high-quality service, and views its reputation as central to its mission.
Source: firm website, verified Oct 27, 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 83 | Jim Murchie - Can the Power Grid Keep Up with the AI Boom? | ROI Podcast
First Trust ROI Podcast
Ep 82 | Dave McGarel | Has the Market Descended From the “Death Zone”? | ROI Podcast
First Trust ROI Podcast
Ep 81 | Bob Stein | Will Populist Politics Upend the 2026 Midterms…and the Economy? | ROI Podcast
First Trust ROI Podcast
Ep 80 | Why are Interest Rates Climbing Again…and What are the Implications for Bond Investors?
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
Images
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