First Trust Advisors
First Trust Advisors is an investment advisor in Wheaton with $171.58B 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 ?
$223.56B
(as of 31 Mar 22)
Accounts
3,363
(as of 31 Mar 22)
Employees
535
(90 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 2515 long holdings End of quarter 31 Mar 22 |
Value |
#Shares |
|---|---|---|
| $1.38B | 24.7M | |
| $944.36M | 289.69K | |
| $878.43M | 2.85M | |
| $771.84M | 6.45M | |
| $663.95M | 2.92M | |
| $655.32M | 9.15M | |
| $638.02M | 229.39K | |
| $614.81M | 10.88M | |
| $608.18M | 11.16M | |
| $607.72M | 38.15M | |
| $605.25M | 22.85M | |
| $581.79M | 11.74M | |
| $567.4M | 911.47K | |
| $566.93M | 2.55M | |
| $546.7M | 2.27M | |
| $507.86M | 4.25M | |
| $505.7M | 2.76M | |
| $504.38M | 5.62M | |
| $493.64M | 2.79M | |
| $455.15M | 3.06M | |
| $452.58M | 887.45K | |
| $445.21M | 3.42M | |
| $433.71M | 2.04M | |
| $424.49M | 975.45K | |
| $419.58M | 8.59M | |
| $417.15M | 11.23M | |
| $409.48M | 7.91M | |
| $408.12M | 1.63M | |
| $407.58M | 3.58M | |
| $406.48M | 2.92M | |
| $388.9M | 2.54M | |
| $386.16M | 3.24M | |
| $384.01M | 609.86K | |
| $377.95M | 135.32K | |
| $377.64M | 4.56M | |
| $377.19M | 2.16M | |
| $375.8M | 1.38M | |
| $364.23M | 6.13M | |
| $353.1M | 1.46M | |
| $351.39M | 1.45M | |
| $350.35M | 2.32M | |
| $348.9M | 5.63M | |
| $337.3M | 921.42K | |
| $336.83M | 2.07M | |
| $335.76M | 2.22M | |
| $333.08M | 2.4M | |
| $331.31M | 2.51M | |
| $328.02M | 3.63M | |
| $325.37M | 605.22K | |
| $323.24M | 945.86K |
Holdings list only includes long positions.
Only includes long positions.
Calendar
17 May 22
31 Dec 22
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
13 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21
13F-HR/A
Quarterly holdings report by institutional manager (amended)
12 Oct 21
13F-HR
Quarterly holdings report by institutional manager
16 Aug 21
13F-HR
Quarterly holdings report by institutional manager
14 May 21
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