First Trust Portfolios is the largest independent unit investment trust sponsor, by sales, in North America, with over $50 billion in sales. The firm's affiliate portfolio management division, First Trust Advisors, is currently responsible for managing or supervising over $33 billion in assets. In addition to supervision of First Trust unit investment trusts, First Trust Advisors also manages investments for charitable foundations and endowments,
high net worth clients, pension and retirement systems, profit-sharing plans, mutual funds, and insurance companies.
First Trust Portfolios and First Trust Advisors provide a variety of investment services, including Asset Management, Financial Advisory Services, Municipal and Corporate Investment Banking, Closed-End Funds, Exchange-Traded Funds, and Unit Investment Trust Sponsorship.
The sole mission of First Trust Portfolios is to offer our customers a better way to invest. Our experience, history of innovation, and diversity of offerings are all part of this mission and they continue to be the only way we know to become a trusted partner to the broker and advisor community. With our reputation as a leader in the
securities industry, we are committed to the development and marketing of quality investment products while providing innovative investment ideas and services.
First Trust Portfolios L.P.
1001 Warrenville Road o Lisle, IL 60532 o 800-621-1675