Investments
3Portfolio Exits
1Partners & Customers
3
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Latest First Trust News
Nov 16, 2022
Nasdaq By Zacks The First Trust Morningstar Dividend Leaders ETF (FDL) was launched on 03/09/2006, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Value segment of the US equity market. The fund is sponsored by First Trust Advisors. It has amassed assets over $4.28 billion, making it one of the average sized ETFs attempting to match the Large Cap Value segment of the US equity market. Why Large Cap Value Large cap companies typically have a market capitalization above $10 billion. Overall, they are usually a stable option, with less risk and more sure-fire cash flows than mid and small cap companies. AD AD Value stocks are known for their lower than average price-to-earnings and price-to-book ratios, but investors should also note their lower than average sales and earnings growth rates. When you look at long-term performance, value stocks have outperformed growth stocks in nearly all markets. But in strong bull markets, growth stocks are more likely to be winners.
First Trust Investments
3 Investments
First Trust has made 3 investments. Their latest investment was in BreitBurn Energy Company as part of their PIPE - III on November 11, 2007.
First Trust Investments Activity
Date | Round | Company | Amount | New? | Co-Investors | Sources |
|---|---|---|---|---|---|---|
11/9/2007 | PIPE - III | BreitBurn Energy Company | $450M | Yes | Atlantic Trust, Baupost Group, Citigroup, CNA Financial, Credit Suisse, Energy Income & Growth Fund, Fiduciary/Claymore MLP Opportunity Fund, First Trust, Hite Hedge Asset Management, KA Fund Advisors, Kayne Anderson Energy Funds, LBi International, Lehman Brothers, Magnetar Capital, Morgan Stanley, Northwestern Mutual, Strome Group, Swank Capital, Tortoise Capital Advisors, and Zimmer Lucas Capital | |
9/8/2005 | Unattributed VC | |||||
8/24/2005 | PIPE |
Date | 11/9/2007 | 9/8/2005 | 8/24/2005 |
|---|---|---|---|
Round | PIPE - III | Unattributed VC | PIPE |
Company | BreitBurn Energy Company | ||
Amount | $450M | ||
New? | Yes | ||
Co-Investors | Atlantic Trust, Baupost Group, Citigroup, CNA Financial, Credit Suisse, Energy Income & Growth Fund, Fiduciary/Claymore MLP Opportunity Fund, First Trust, Hite Hedge Asset Management, KA Fund Advisors, Kayne Anderson Energy Funds, LBi International, Lehman Brothers, Magnetar Capital, Morgan Stanley, Northwestern Mutual, Strome Group, Swank Capital, Tortoise Capital Advisors, and Zimmer Lucas Capital | ||
Sources |
First Trust Portfolio Exits
1 Portfolio Exit
First Trust has 1 portfolio exit. Their latest portfolio exit was Copano Energy on January 30, 2013.
Date | Exit | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Acquirer | Sources |
|---|---|---|---|---|---|
1/30/2013 | Acq - Fin | 1 |
Date | 1/30/2013 |
|---|---|
Exit | Acq - Fin |
Companies | |
Valuation | |
Acquirer | |
Sources | 1 |
First Trust Partners & Customers
3 Partners and customers
First Trust has 3 strategic partners and customers. First Trust recently partnered with VettaFi on October 10, 2022.
Date | Type | Business Partner | Country | News Snippet | Sources |
|---|---|---|---|---|---|
10/3/2022 | Partner | United States | VettaFi Indexes Now Underpin Six ETFs in the First Trust Fund Family LOS ANGELES -- -- VettaFi , a data , indexing , digital distribution , and thought leadership company that helps asset managers drive growth and scale , today announced a further expansion of its relationship with asset manager First Trust . | 1 | |
4/20/2022 | Licensor | ||||
7/22/2014 | Partner |
Date | 10/3/2022 | 4/20/2022 | 7/22/2014 |
|---|---|---|---|
Type | Partner | Licensor | Partner |
Business Partner | |||
Country | United States | ||
News Snippet | VettaFi Indexes Now Underpin Six ETFs in the First Trust Fund Family LOS ANGELES -- -- VettaFi , a data , indexing , digital distribution , and thought leadership company that helps asset managers drive growth and scale , today announced a further expansion of its relationship with asset manager First Trust . | ||
Sources | 1 |
First Trust Team
2 Team Members
First Trust has 2 team members, including current Senior Vice President, Mark Kroeger.
Name | Work History | Title | Status |
|---|---|---|---|
Mark Kroeger | Senior Vice President | Current | |
Name | Mark Kroeger | |
|---|---|---|
Work History | ||
Title | Senior Vice President | |
Status | Current |
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