First Trust
Overview
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.
Investment Focus
- Accredited investors
- Institutional investors
- Compliance with applicable securities regulations
Portfolio Companies
Reach First Trust directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about First Trust
What sectors does First Trust invest in?
First Trust invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Wheaton, Illinois, United States. First Trust is listed as a mutual fund in the ConnectSafely investor database.
What stage does First Trust invest at?
First Trust backs companies at Early Stage, Series A, Series B, Growth, Late Stage and Pre-IPO, writing cheques of 1M - 50M.
Which regions does First Trust invest in?
First Trust invests across United States, United Kingdom, Canada, Germany, Japan and Australia.
Who are the partners at First Trust?
Team members listed for First Trust include Short (Senior Vice President Client Relationship Manager) and Michael Leyden (Regional Vice President - South Florida).
What companies has First Trust invested in?
First Trust's portfolio includes Johnson & Johnson, Apple Inc., Microsoft Corporation, Alphabet Inc., Berkshire Hathaway Inc., Visa Inc., Procter & Gamble Company and Amazon.com, Inc..
How do I contact First Trust?
First Trust's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
