First Trust Portfolios

General contacts

Investor type

VC / Fund of funds

Founded

1991

AUM

Location

Wheaton, Illinois, United States

Investment Ticket

$100+ m

Investment Stage

Series B

Region of investment

North America

Investor profile last updated: 01 September, 2026

Profile

First Trust Portfolios is an investment firm that specializes in a variety of financial products, including exchange-traded funds (ETFs), mutual funds, and unit investment trusts. The firm is headquartered in Wheaton, Illinois. They focus on providing innovative investment solutions and have a diverse team dedicated to managing a wide range of investment strategies.

First Trust invests across multiple sectors, including consumer discretionary, energy, financials, health, and technology. Their offerings encompass various fund types such as actively managed funds, income funds, and thematic funds. The firm provides investment solutions for different stages and strategies, catering to both individual and institutional investors.

Notable investments include First Trust Capital Strength® Portfolio, First Trust Dorsey Wright Tactical Core Portfolio, and First Trust International Developed Capital Strength® Portfolio. They also manage a range of ETFs, including those focused on energy transition and advanced computing.

Industry

Business Services (B2B) Consumer Products Consumer Services (B2C) Financial Services Fintech Healthcare Services Technology Energy

Contacts

Name

Title

Social Networks

Pat Woelfel Sr Senior Vice President | Advisory Consulting Group | Director of Digital & Social Media Consulting

Senior Vice President | Advisory Consulting Group | Director of Digital & Social Media Consulting

Dave McGarel CIO, COO

CIO, COO

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[email protected]

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[email protected]

Investment-team contacts for First Trust Portfolios — including verified work emails and LinkedIn profiles — are available to Private Equity List subscribers.
Instant access on the web. Plans from $129/month — see pricing.

Contacts sourced from the firm's website and LinkedIn, re-verified on a rolling cycle. Spot a stale contact, or none at all? Report it — we re-run that firm within 48h and get back to you.

FAQs about First Trust Portfolios

Is First Trust Portfolios a venture capital or private equity firm?

First Trust Portfolios is a venture capital firm that also operates as a fund of funds. It backs companies at Series B, writing tickets of $100+ m.

Where is First Trust Portfolios located?

First Trust Portfolios is located in Wheaton, Illinois, United States.

When was First Trust Portfolios founded?

First Trust Portfolios was founded in 1991.

What sectors and industries does First Trust Portfolios invest in?

First Trust Portfolios invests in companies and startups in Business Services (B2B), Consumer Products, Consumer Services (B2C), Financial Services, Fintech, Healthcare Services, Technology, Energy.

What is First Trust Portfolios geographical focus of investments?

First Trust Portfolios invests in companies and startups in North America.

At what stages of companies and startups does First Trust Portfolios typically invest in?

First Trust Portfolios invests in companies and startups at Series B.

What is the usual amount of First Trust Portfolios investment?

First Trust Portfolios usually invests $100+ m on average.

What are the contacts of First Trust Portfolios?

First Trust Portfolios can be reached through its website ftportfolios.com, its LinkedIn page and its X account. Its general enquiries address is [email protected]. Cold-mailing a general inbox rarely reaches a partner, so Private Equity List also lists the investment-team contacts for First Trust Portfolios — names, roles, verified work emails and LinkedIn profiles — available on a Pro plan from $129/month (see pricing). Contacts are sourced from the firm's website and LinkedIn and re-verified on a rolling cycle. Spot a stale contact, or none at all? Report it — we re-run that firm within 48h and get back to you.

Can I access First Trust Portfolios data via API or MCP?

Yes. Every field on this page — profile, funds, investment criteria, portfolio and investment-team contacts — is available programmatically through the Private Equity List REST API and MCP server, so AI assistants such as Claude and ChatGPT can query First Trust Portfolios directly instead of scraping this page. One subscription covers both the web app and machine access — see API & MCP.

When was the First Trust Portfolios profile last updated?

Private Equity List re-verifies investor profiles on a rolling cycle, pulling from the firm's own website and LinkedIn rather than a one-off import. This profile was last updated on 01 September, 2026. Something out of date here? Report it — we re-run that firm within 48h and get back to you.