First Trust
Investment Details
Investor Type
Mutual Fund
Asset Class Focus
Fixed Income (Debt and Bonds), Hedge Funds, Private Equity, Real Estate, Venture Capital
Stage Focus
Early Stage, Series A, Series B, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States, United Kingdom, Canada, Germany, Japan, Australia, China, India, Brazil, France, Italy, Denmark, Switzerland, Spain, Mexico, South Korea, Netherlands, Sweden, Belgium, Norway
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Industrials
- Real Estate
- Materials
- Telecommunications
- Utilities
- Consumer Services
- Basic Materials
- Consumer Non-Durables
- Health Services
- Technology Services
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 1991
First Trust is an American financial services firm based in Wheaton, Illinois. The firm is primarily engaged in issuing exchange-traded fund (ETF) products. However, it is also involved with other products such as unit investment trusts (UIT), mutual funds, and separately managed accounts for institutional investors. First Trust was one of the first ETF providers to offer smart beta funds and thematic ETFs. Despite being one of the largest ETF issuers as well as UIT issuers, the firm has maintained a low profile. The company was founded in 1991 by Robert Van Kampen and has grown to become a significant player in the financial services industry. As of April 2024, First Trust managed assets totaling $218 billion. The firm's product offerings include ETFs, UITs, mutual funds, and separately managed accounts, catering to a diverse range of investors. First Trust has been recognized for its innovative approach to investment products, particularly in the ETF space, where it has introduced unique strategies that differentiate it from competitors. The company's success is attributed to its focus on providing value-added investment solutions and maintaining strong relationships with financial advisors and institutional clients. First Trust's commitment to innovation and client service has solidified its position as a leading financial services firm in the United States.
Requirements
- Accredited investors
- Institutional investors
- Compliance with applicable securities regulations
Contact
[Official Website Hidden]
[LinkedIn Profile Hidden]
[HQ Location Hidden]
[Email Hidden]
[Contact Number Hidden]
Portfolio Companies
- Apple Inc.
- Microsoft Corporation
- Amazon.com, Inc.
- Alphabet Inc.
- Facebook, Inc.
- Tesla, Inc.
- Berkshire Hathaway Inc.
- Johnson & Johnson
- Visa Inc.
- Procter & Gamble Company
Mentioned In
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