Tech stack
No one at First Trust Advisors LP has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Wells Fargo
Per Form ADV · $155M held · filed Dec 2024
Raymond James
Per Form ADV · $48M held · filed Dec 2024
LPL Financial
Per Form ADV · $42M held · filed Dec 2024
UBS
Per Form ADV · $40M held · filed Dec 2024