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Research & KnowledgeEvent: September 8, 2026

First Trust tracks financial advisor and client numbers for the S&P 500, Energy, Information Technology, and S&P GSCI commodity index.

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Research & Knowledge

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Every week we track the numbers that matter most to financial advisors and their clients.

First Trust team

Company

First Trust

UITs | ETFs | SMAs | Structured Products | Mutual Funds | Closed-End Funds | Variable Annuities

Industry
Investment Management
Location
Wheaton, US
Company size
1,290 employees

First Trust Portfolios L.P. and First Trust Advisors L.P.("First Trust"​) were founded in 1991 with a mission to offer investors a better way to invest. We are single-minded about providing trusted investment products and advisory services. We're inspired every day by how financial advisors and their customers use our products and services to define goals, solve problems and develop long-term strategies. Everyone in our company is encouraged to work diligently and respectfully to deliver superior products, services and results that will contribute to the prosperity of our clients. Our approach is simple, and our company was built with these core principles in mind: - Know What you Own - Invest for the Long-term - Employ Discipline - Re-balance - Control Taxes We are committed to providing original ideas, inventive products and the highest level of service. Disclaimer: This content is for information purposes only and should not be considered an offer to purchase or sell any security. There are risks involved with investing and investors should consult their investment advisors before investing in any financial product. A "like"​ is not to be considered to be a testimonial, a recommendation, or an indication of any investor's experience with any of First Trust's products or services. Third party posts are not adopted or endorsed by First Trust, do not reflect the views of First Trust and have not been reviewed by First Trust for completeness or accuracy.

Founded 1991

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