First Trust Global Portfolios Ltd.

Overview

First Trust Global Portfolios Ltd. operates as an institutional registered investment adviser that focuses on serving institutional clients. The firm registered with the SEC in 2014 and is owned by a combination of a domestic entity and an individual. Its business model centers on fee-based portfolio management (percentage of AUM) and expands beyond traditional advisory work to include roles as a commodity pool operator/commodity trading advisor (CPO/CTA) and as a salesperson of other financial products. Its advisory services explicitly cover portfolio management for investment companies, pooled investment vehicles, and institutional or business clients. The firm is not identified as an active ESG investor and does not act as a pension consultant or capital allocator in the data provided.

Assets & Accounts

Investments & Alternatives

Location & Offices