FIRST TRUST ADVISORS LP

Tel: 630-765-8000 120 E. Liberty Drive Suite 400 Wheaton, Illinois 60187

About FIRST TRUST ADVISORS LP

FIRST TRUST ADVISORS LP is a Wheaton, Illinois based financial advisory firm with nearly $210,879,000,000 in assets under management and provides investment advisory services for 2926 clients. There are currently 426 financial advisors at the firm.

General Information

Firm CRD#:

107027

Firm SEC#:

801-39950

Assets Under Management:

$210,879,000,000

No. of Clients:

2926

Advisory Services Provided:

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection for other advisors, Publication of periodicals and newsletters

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