First Trust Advisors manages investment portfolios, separately managed accounts, and model portfolios for individual and institutional clients. First Trust Advisors offers a wide range of strategies including equity, fixed income, options, direct indexing, and structured products. The firm utilizes both quantitative and fundamental analysis to construct portfolios tailored to specific client mandates. First Trust Advisors operates primarily as an institutional and separately managed account manager, providing services through financial intermediaries, wrap fee programs, and direct relationships.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees vary by strategy, ranging from 0.00% to 1.00% annually depending on the specific separately managed account strategy chosen.