Insights

Strategic Growth Focus First Trust is actively expanding its ETF lineup with laddered international equity buffers and a Nasdaq Moderate Buffer ETF, signaling appetite for innovative products and scalable launches. This presents a sales opportunity to offer index licensing, data feeds, and analytics to accelerate new fund development and go to market readiness.

Enterprise Scale With revenue between 1B and 10B and a large employee base, First Trust operates at enterprise scale and relies on an advisor facing distribution model. This creates demand for robust fintech solutions such as order management systems and portfolio management integrations, CRM enhancements, and scalable security and support. Propose bundled data, analytics, and integration capabilities backed by strong service levels.

Data Partnerships The company has partnerships with Indxx and New Constructs and earned a Crystal Ball Award for accurate home price forecasting, indicating a strong appetite for data driven research and collaboration. This presents opportunities to offer premium data feeds, alternative data, and co branded research for ETF development and advisor education.

Digital Marketing The tech stack includes HTML5, RSS, Open Graph, Google Search Console, and Cloudflare security, suggesting a mature digital presence and advisor facing content strategy. This opens doors for marketing automation, SEO optimization, content intelligence, and digital engagement tools to attract RIAs and end clients.

Global Enablement Recent launches across international equities and energy transition themes show a commitment to global expansion and regulatory aware product manufacturing. There is an opportunity to assist with cross border product development, index licensing for non US markets, regulatory compliance tooling, and distribution partnerships to accelerate international growth.

First Trust Tech Stack

First Trust uses 8 technology products and services including html5media, RSS, Open Graph, and more. Explore First Trust's tech stack below.

  • html5media
    Audio, Video, Graphics
  • RSS
    Content Management System
  • Open Graph
    Content Management System
  • Cloudflare DNS
    Domain Name Services
  • Cisco
    Network Hardware
  • HSTS
    Security
  • Google Search Console
    Web Analytics
  • Microsoft ASP.NET
    Web Frameworks

First Trust's Email Address Formats

First Trust uses at least 1 format(s):
First Trust Email FormatsExamplePercentage
FLast@ftportfolios.comJDoe@ftportfolios.com
80%
FirstLast@ftportfolios.comJohnDoe@ftportfolios.com
13%
LFirst@ftportfolios.comDJohn@ftportfolios.com
4%
First.Last@ftportfolios.comJohn.Doe@ftportfolios.com
3%

Frequently Asked Questions

Where is First Trust's headquarters located?

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First Trust's main headquarters is located at 120 East Liberty Drive Suite 400 Wheaton, Illinois 60187 United States. The company has employees across 4 continents, including North AmericaEuropeAfrica.

What is First Trust's phone number?

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You can contact First Trust's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is First Trust's stock symbol?

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First Trust is a publicly traded company; the company's stock symbol is FMB.

What is First Trust's official website and social media links?

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First Trust's official website is ftportfolios.com and has social profiles on LinkedIn.

What is First Trust's NAICS code?

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First Trust's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does First Trust have currently?

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As of June 2026, First Trust has approximately 1.2K employees across 4 continents, including North AmericaEuropeAfrica. Key team members include Chief Executive Officer: K. N.Vice President - Etfs: I. M.Vice President - Uit Sales: P. C.. Explore First Trust's employee directory with LeadIQ.

What industry does First Trust belong to?

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First Trust operates in the Investment Management industry.

What technology does First Trust use?

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First Trust's tech stack includes html5mediaRSSOpen GraphCloudflare DNSCiscoHSTSGoogle Search ConsoleMicrosoft ASP.NET.

What is First Trust's email format?

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First Trust's email format typically follows the pattern of FLast@ftportfolios.com. Find more First Trust email formats with LeadIQ.

When was First Trust founded?

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First Trust was founded in 1991.

First Trust

Investment ManagementIllinois, United States1001-5000 Employees

First Trust Portfolios L.P. and First Trust Advisors L.P. are investment management firms founded in 1991 and based in Wheaton, Illinois. They provide investment products and advisory services to financial advisors and their clients to help define goals and build long-term strategies. 

The company emphasizes core principles such as knowing what you own, investing for the long term, applying discipline, rebalancing, and managing taxes. It positions itself within the investment management industry as a provider of original ideas and a high level of service. Recent product announcements include the launch of a laddered international equity Buffer ETF-of-ETFs and the Nasdaq Moderate Buffer ETF, illustrating ongoing development to address evolving client needs.

Section iconCompany Overview

Headquarters
120 East Liberty Drive Suite 400 Wheaton, Illinois 60187 United States
Phone number
Stock Symbol
FMB
NAICS Code
5239 - Other Financial Investment Activities
Founded
1991
Employees
1001-5000

Section iconFunding & Financials

  • $1B$10B

    First Trust's revenue is estimated to be in the range of $1B$10B

Section iconFunding & Financials

  • $1B$10B

    First Trust's revenue is estimated to be in the range of $1B$10B

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