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First Trust Advisors

First Trust Advisors is an investment advisor in Wheaton with $145.5B assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
363788904
SEC advisor number
801-39950
FINRA CRD number
107027
AUM ?
$145.5B (as of 30 Jun 20)
Accounts
3,434 (as of 30 Jun 20)
Employees
524 (81 investment advisory or research)
Address
First Trust Advisors
120 EAST LIBERTY DRIVE
SUITE 400
WHEATON
IL 60187
Phone
630-765-8000

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 2303 long holdings
End of quarter 31 Dec 20
Value
 
#Shares
 
$1.43B 439.12K
$1.07B 23.94M
$944.49M 538.89K
$916.31M 3.35M
$661.57M 2.97M
$651.5M 2.78M
$604.09M 1.12M
$565.42M 5.06M
$535.53M 2.41M
$528.63M 3.83M
$523.89M 18.67M
$520.7M 10.23M
$518.35M 295.88K
$499.56M 2.35M
$491.91M 1.93M
$490.2M 1.45M
$489.43M 2.2M
$468.1M 9.35M
$466.55M 1.95M
$434.29M 4.14M
$421.32M 1.45M
$416.54M 1.97M
$411.76M 2.51M
$406.86M 3.23M
$395.93M 7.88M
$392.82M 1.5M
$388.63M 6.01M
$387.54M 1.79M
$380.03M 2.92M
$359.26M 2.38M
$355.31M 2.09M
$353.87M 1.77M
$342.44M 2.58M
$336.97M 1.24M
$336.65M 5.11M
$332.12M 470.64K
$330.52M 2.36M
$325.86M 8.85M
$311.76M 6.26M
$303.27M 844.66K
$295.79M 872.75K
$291.45M 2.96M
$290.63M 5.37M
$288.63M 12.82M
$286.07M 1.69M
$283.04M 2.57M
$281.26M 3.22M
$280.75M 1.22M
$273.87M 1.29M
$269.57M 1.52M
Holdings list only includes long positions. Only includes long positions.

Calendar

28 Feb 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings