First Trust
First Trust is a well-respected global business with a history in the U.S. market since 1991 and in Canada since 1996. First Trust has over US$39 billion in assets under supervision or management. First Trust is the umbrella name used for the various businesses conducted in both Canada and the U.S.

First Trust Portfolios Canada
First Trust Portfolios Canada is the general brand name under which we create our investment products in Canada and the name we are generally known by with advisors and clients. Our business model enables retail investment distribution firms to provide unique and customized investment strategies for their investment advisors on a timely and cost effective basis. First Trust Portfolios Canada is headquartered in Toronto with sales and service capabilities across Canada. First Defined Portfolio Management Co.(FDPM) is a privately owned company and an affiliate of First Trust Portfolios L.P. (FTP), a U.S. registered broker-dealer, and First Trust Advisors L.P. (FTA), a U.S. registered investment advisor, both of which are located in Wheaton, Illinois, a suburb of Chicago.

First Defined Portfolio Management Co.
First Defined Portfolio Management Co. (FDPM) is registered with the Ontario Securities Commission as a mutual fund dealer and provides sales and marketing support for its products across Canada. FTA is registered with the Ontario Securities Commission as a non-Canadian Investment Council and Portfolio Manager and provides investment advisory services to our Canadian investment funds.

First Trust Advisors L.P.
First Trust Advisors L.P. (FTA) is our U.S.-based investment manager affiliate. FDPM sub-contracts investment management and investment manager oversight to FTA for all of its investment products.

FTA has over 75 professionals dedicated to investment management, research, due diligence, compliance, risk management and sales and service.

FTA designs proprietary portfolios utilizing disciplined methodologies. This disciplined style provides benefits to both investors and advisors. Typically, portfolio holdings are known, easy to follow and generally have relatively low turnover. The FTA quantitative construction model has proven to be robust enough to build portfolios in all market segments, asset categories and global markets.

FTA may also outsource investment management to third party managers for certain asset classes. FTA utilizes external expertise when developing portfolios that don’t lend themselves well to the FTA quantitative process or when targeted investment expertise is required.