FIRST TRUST ADVISORS LP
CRD #107027 SEC #801-39950 WHEATON, IL 630-765-8000
SEC Registered Private Funds Disclosures
Total AUM
$256.3B
Discretionary
$189.9B
Employees
520
Clients
--
Accounts
5,033
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $256.3B | $189.9B | $66.4B | 520 | 0 |
| Apr 2025 | $256.3B | $189.9B | $66.4B | 520 | 0 |
| Mar 2025 | $256.3B | $189.9B | $66.4B | 520 | 0 |
| Dec 2024 | $210.9B | $154B | $56.9B | 426 | 0 |
| Sep 2024 | $210.9B | $154B | $56.9B | 426 | 0 |
| Mar 2024 | $210.9B | $154B | $56.9B | 426 | 0 |
| Sep 2023 | $190.5B | $137B | $53.5B | 637 | 0 |
| Mar 2023 | $190.5B | $137B | $53.5B | 637 | 0 |
| Mar 2022 | $223.6B | $155.8B | $67.7B | 535 | 0 |
| Aug 2021 | $171.6B | $118.1B | $53.5B | 560 | 0 |
| Jun 2021 | $171.6B | $118.1B | $53.5B | 560 | 0 |
| Mar 2021 | $171.6B | $118.1B | $53.5B | 560 | 0 |
| Jun 2020 | $145.5B | $92.4B | $53.1B | 524 | 0 |
| Mar 2020 | $145.5B | $92.4B | $53.1B | 524 | 0 |
| Mar 2019 | $113.4B | $67.4B | $46B | 495 | 0 |
| Mar 2018 | $118.9B | $63.9B | $55B | 440 | 0 |
| Jul 2017 | $99B | $47.3B | $51.6B | 435 | 3,600 |
| Jun 2017 | $99B | $47.3B | $51.6B | 435 | 3,600 |
| Mar 2017 | $99B | $47.3B | $51.6B | 435 | 3,600 |
| Mar 2016 | $104.2B | $45.7B | $58.5B | 451 | 4,100 |
| Jan 2016 | $104.9B | $43.3B | $61.6B | 418 | 4,200 |
| Jan 2016 | $104.9B | $43.3B | $61.6B | 418 | 4,200 |
| Jul 2015 | $104.9B | $43.3B | $61.6B | 418 | 4,200 |
| May 2015 | $104.9B | $43.3B | $61.6B | 418 | 4,200 |
| Mar 2015 | $104.9B | $43.3B | $61.6B | 418 | 4,200 |
| Mar 2014 | $85.4B | $33.8B | $51.7B | 373 | 4,200 |
| Nov 2013 | $63.1B | $23.4B | $39.8B | 189 | 4,500 |
| Jul 2013 | $63.1B | $23.4B | $39.8B | 189 | 4,500 |
| Jun 2013 | $63.1B | $23.4B | $39.8B | 189 | 4,500 |
| Mar 2013 | $63.1B | $23.4B | $39.8B | 189 | 4,500 |
| Mar 2012 | $48.1B | $17.1B | $31B | 51 | 4,900 |
| May 2011 | $42.2B | $16.9B | $25.3B | 51 | -- |
| Mar 2011 | $42.2B | $16.9B | $25.3B | 51 | -- |
| Oct 2010 | $27.2B | $9.7B | $17.5B | 51 | -- |
| Mar 2010 | $27.2B | $9.7B | $17.5B | 51 | -- |
| Mar 2009 | $18.3B | $5.5B | $12.7B | 51 | -- |
| Mar 2008 | $33.9B | $10.1B | $23.8B | 51 | -- |
| Jan 2008 | $28.6B | $7.1B | $21.5B | 51 | -- |
| Dec 2007 | $28.6B | $7.1B | $21.5B | 51 | -- |
| Nov 2007 | $28.6B | $7.1B | $21.5B | 51 | -- |
| Apr 2007 | $28.6B | $7.1B | $21.5B | 51 | -- |
| Mar 2007 | $28.6B | $7.1B | $21.5B | 51 | -- |
| Feb 2006 | $16.2B | $3.8B | $12.4B | 51 | -- |
| Sep 2005 | $16.2B | $3.8B | $12.4B | 51 | -- |
| Jan 2005 | $10.9B | $1.4B | $9.6B | 51 | -- |
| Apr 2004 | $10.9B | $1.4B | $9.6B | 51 | -- |
| Mar 2004 | $10.9B | $1.4B | $9.6B | 51 | -- |
| Nov 2003 | $7.4B | $667.4M | $6.7B | 51 | -- |
| Mar 2002 | $9.7B | $453.8M | $9.3B | -- | -- |
| Oct 2001 | $13.5B | $427.1M | $13B | -- | -- |
| Jun 2001 | $13.5B | $427.1M | $13B | -- | -- |
DateDec 2025
Total AUM$256.3B
Discretionary$189.9B
Non-Disc.$66.4B
Employees520
Clients0
DateApr 2025
Total AUM$256.3B
Discretionary$189.9B
Non-Disc.$66.4B
Employees520
Clients0
DateMar 2025
Total AUM$256.3B
Discretionary$189.9B
Non-Disc.$66.4B
Employees520
Clients0
DateDec 2024
Total AUM$210.9B
Discretionary$154B
Non-Disc.$56.9B
Employees426
Clients0
DateSep 2024
Total AUM$210.9B
Discretionary$154B
Non-Disc.$56.9B
Employees426
Clients0
DateMar 2024
Total AUM$210.9B
Discretionary$154B
Non-Disc.$56.9B
Employees426
Clients0
DateSep 2023
Total AUM$190.5B
Discretionary$137B
Non-Disc.$53.5B
Employees637
Clients0
DateMar 2023
Total AUM$190.5B
Discretionary$137B
Non-Disc.$53.5B
Employees637
Clients0
DateMar 2022
Total AUM$223.6B
Discretionary$155.8B
Non-Disc.$67.7B
Employees535
Clients0
DateAug 2021
Total AUM$171.6B
Discretionary$118.1B
Non-Disc.$53.5B
Employees560
Clients0
DateJun 2021
Total AUM$171.6B
Discretionary$118.1B
Non-Disc.$53.5B
Employees560
Clients0
DateMar 2021
Total AUM$171.6B
Discretionary$118.1B
Non-Disc.$53.5B
Employees560
Clients0
DateJun 2020
Total AUM$145.5B
Discretionary$92.4B
Non-Disc.$53.1B
Employees524
Clients0
DateMar 2020
Total AUM$145.5B
Discretionary$92.4B
Non-Disc.$53.1B
Employees524
Clients0
DateMar 2019
Total AUM$113.4B
Discretionary$67.4B
Non-Disc.$46B
Employees495
Clients0
DateMar 2018
Total AUM$118.9B
Discretionary$63.9B
Non-Disc.$55B
Employees440
Clients0
DateJul 2017
Total AUM$99B
Discretionary$47.3B
Non-Disc.$51.6B
Employees435
Clients3,600
DateJun 2017
Total AUM$99B
Discretionary$47.3B
Non-Disc.$51.6B
Employees435
Clients3,600
DateMar 2017
Total AUM$99B
Discretionary$47.3B
Non-Disc.$51.6B
Employees435
Clients3,600
DateMar 2016
Total AUM$104.2B
Discretionary$45.7B
Non-Disc.$58.5B
Employees451
Clients4,100
DateJan 2016
Total AUM$104.9B
Discretionary$43.3B
Non-Disc.$61.6B
Employees418
Clients4,200
DateJan 2016
Total AUM$104.9B
Discretionary$43.3B
Non-Disc.$61.6B
Employees418
Clients4,200
DateJul 2015
Total AUM$104.9B
Discretionary$43.3B
Non-Disc.$61.6B
Employees418
Clients4,200
DateMay 2015
Total AUM$104.9B
Discretionary$43.3B
Non-Disc.$61.6B
Employees418
Clients4,200
DateMar 2015
Total AUM$104.9B
Discretionary$43.3B
Non-Disc.$61.6B
Employees418
Clients4,200
DateMar 2014
Total AUM$85.4B
Discretionary$33.8B
Non-Disc.$51.7B
Employees373
Clients4,200
DateNov 2013
Total AUM$63.1B
Discretionary$23.4B
Non-Disc.$39.8B
Employees189
Clients4,500
DateJul 2013
Total AUM$63.1B
Discretionary$23.4B
Non-Disc.$39.8B
Employees189
Clients4,500
DateJun 2013
Total AUM$63.1B
Discretionary$23.4B
Non-Disc.$39.8B
Employees189
Clients4,500
DateMar 2013
Total AUM$63.1B
Discretionary$23.4B
Non-Disc.$39.8B
Employees189
Clients4,500
DateMar 2012
Total AUM$48.1B
Discretionary$17.1B
Non-Disc.$31B
Employees51
Clients4,900
DateMay 2011
Total AUM$42.2B
Discretionary$16.9B
Non-Disc.$25.3B
Employees51
Clients--
DateMar 2011
Total AUM$42.2B
Discretionary$16.9B
Non-Disc.$25.3B
Employees51
Clients--
DateOct 2010
Total AUM$27.2B
Discretionary$9.7B
Non-Disc.$17.5B
Employees51
Clients--
DateMar 2010
Total AUM$27.2B
Discretionary$9.7B
Non-Disc.$17.5B
Employees51
Clients--
DateMar 2009
Total AUM$18.3B
Discretionary$5.5B
Non-Disc.$12.7B
Employees51
Clients--
DateMar 2008
Total AUM$33.9B
Discretionary$10.1B
Non-Disc.$23.8B
Employees51
Clients--
DateJan 2008
Total AUM$28.6B
Discretionary$7.1B
Non-Disc.$21.5B
Employees51
Clients--
DateDec 2007
Total AUM$28.6B
Discretionary$7.1B
Non-Disc.$21.5B
Employees51
Clients--
DateNov 2007
Total AUM$28.6B
Discretionary$7.1B
Non-Disc.$21.5B
Employees51
Clients--
DateApr 2007
Total AUM$28.6B
Discretionary$7.1B
Non-Disc.$21.5B
Employees51
Clients--
DateMar 2007
Total AUM$28.6B
Discretionary$7.1B
Non-Disc.$21.5B
Employees51
Clients--
DateFeb 2006
Total AUM$16.2B
Discretionary$3.8B
Non-Disc.$12.4B
Employees51
Clients--
DateSep 2005
Total AUM$16.2B
Discretionary$3.8B
Non-Disc.$12.4B
Employees51
Clients--
DateJan 2005
Total AUM$10.9B
Discretionary$1.4B
Non-Disc.$9.6B
Employees51
Clients--
DateApr 2004
Total AUM$10.9B
Discretionary$1.4B
Non-Disc.$9.6B
Employees51
Clients--
DateMar 2004
Total AUM$10.9B
Discretionary$1.4B
Non-Disc.$9.6B
Employees51
Clients--
DateNov 2003
Total AUM$7.4B
Discretionary$667.4M
Non-Disc.$6.7B
Employees51
Clients--
DateMar 2002
Total AUM$9.7B
Discretionary$453.8M
Non-Disc.$9.3B
Employees--
Clients--
DateOct 2001
Total AUM$13.5B
Discretionary$427.1M
Non-Disc.$13B
Employees--
Clients--
DateJun 2001
Total AUM$13.5B
Discretionary$427.1M
Non-Disc.$13B
Employees--
Clients--