First Trust Advisors
First Trust Advisors is an investment advisor in Wheaton with $145.5B assets under management.
Company profile
Website
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
120 EAST LIBERTY DRIVE
SUITE 400
WHEATON
IL 60187
Phone
630-765-8000
Investment data
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
Ownership
13F-HR
Quarterly holdings report by institutional manager
2 Feb 21
13F-HR
Quarterly holdings report by institutional manager
5 Nov 20
13F-HR
Quarterly holdings report by institutional manager
22 Jul 20
3
Initial statement of insider ownership
25 Jun 20
13F-HR
Quarterly holdings report by institutional manager
6 May 20
13F-HR
Quarterly holdings report by institutional manager
3 Feb 20
13F-HR
Quarterly holdings report by institutional manager
4 Nov 19
13F-HR
Quarterly holdings report by institutional manager
30 Jul 19
13F-HR/A
Quarterly holdings report by institutional manager (amended)
19 Jun 19
13F-HR/A
Quarterly holdings report by institutional manager (amended)
19 Jun 19