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Wealth Management > First Bank & Trust Company
WebFirst Trust Advisors is based out of Wheaton. First Trust Advisors is a large advisory firm with 3363 clients and discretionary assets under management (AUM) of $155,807,000,000 (Form ADV from 2024-03-31). Their last reported 13F filing for Q4 2024 included $84,090,826,381 in managed 13F securities and a top 10 holdings concentration of 8.18%. WebFirst Trust Capital Strength Portfolio; First Trust Dorsey Wright Tactical Core Portfolio; First Trust/Dow Jones Dividend & Income Allocation Portfolio; First Trust International … Investment Objective/Strategy - First Trust Enhanced Equity Income Fund (the … Investment Objective/Strategy - The First Trust Tactical High Yield ETF is an … Investment Objective/Strategy - The First Trust Low Duration Strategic Focus ETF … WebComplete the First Trust Retirement transfer of assets request form Attach a current statement from the existing account; Making a Contribution. Indicate the tax year and … software zte l9