Investment adviser · CRD 169173
FIRST TRUST GLOBAL PORTFOLIOS LTD.
Investment adviser filing (IA)
FIRST TRUST GLOBAL PORTFOLIOS LIMITED
LONDON, United Kingdom · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $339M Form ADV · Item 5.F
- Client accounts
- 6 Accounts, not individual clients
- Employees
- 34 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 1 | $303,499,304 | 89.6% |
| Pooled investment vehicles | 2 | $13,203,625 | 3.9% |
| Other investment advisers | Fewer than 5 | $9,081,547 | 2.7% |
| Insurance companies | Fewer than 5 | $8,314,037 | 2.5% |
| Other clients | Fewer than 5 | $4,705,453 | 1.4% |
Filing source
Form ADV 2083252 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Investment company portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
8 ANGEL COURTLONDON, EC2R 7HJ, United Kingdom
CRD 169173
Filing source
Form ADV 2083252 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.