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Home > Financial Services > Stock Brokers > First trust portfolios l.p
First trust portfolios l.p
First trust portfolios l.p is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
First Trust Advisors L.P. and its affiliate, First Trust Portfolios L.P., were founded in 1991 in Lisle, Illinois, a suburb of Chicago. Since the firms were formed, they have followed one overriding principle that a focused, disciplined approach to investing gives them the best opportunity to outperform the markets and help their investors achieve their long term financial goals.
Their mission is to help their clients build and preserve wealth and remains the cornerstone of their investment management philosophy.
Today, the firms have over 275 employees and their clients include brokerage firms, endowments, foundations, individuals, insurance companies, municipalities, pension and retirement systems and profit-sharing plans.
Currently, First Trust Advisors manages over $24.53 billion in assets, as of March 31, 2006, in closed end funds, separate managed accounts, unit investment trusts, variable annuity sub accounts and ETFs. They understand that investment opportunities abound, both here and abroad, affording the potential for exceptional returns for investors.
The firm is designed to obtain capital appreciation potential. They seek to outperform the SP 500 by allocating to the highest return sectors that have the potential to benefit from current fundamental trends called the growth boom forecasted by H.S. Dent Investment Management, LLC.
The fund's shares will change in value, and you could lose money by investing in the fund. An investment in the fund involves risks similar to those of investing in any fund of equity securities traded on an exchange.
Investors buying or selling fund shares on the secondary market may incur brokerage commissions. In addition, investors who sell fund shares may receive less than the share's net asset value.
An investment in a portfolio containing small cap companies is subject to additional risks, as the share prices of small cap companies are often more volatile than those of larger companies due to several factors, including limited trading volumes, products, financial resources, management inexperience and less publicly available information.
Ever mindful of the current market and economic environments, First Trust also knows that history can be a good starting point for developing new product ideas and strategies to help investors achieve their goals.
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