First Trust Global Portfolios Ltd.

Overview

First Trust Global Portfolios Ltd. is an SEC-registered advisory entity that serves institutional clients and operates under a fee model tied to assets under management. The firm’s regulatory filings identify it as an “other” organization type with ownership described as a mix of a domestic entity and an individual. Its business activities extend beyond traditional advisory work: the firm is registered as a CPO/CTA and functions as a financial product salesperson, and its reported affiliations include roles as a broker-dealer, an investment adviser, and a sponsor or managing member of pooled investment vehicles. Advisory services are concentrated on portfolio management for investment companies, pooled investment vehicles, and businesses or institutional clients. The firm does not self-identify as an active ESG investor and is not listed as a multi-state adviser or pension consultant in the snapshot provided.

Assets & Accounts

Investments & Alternatives

Location & Offices