First Trust Investment Solutions LP

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

First Trust Investment Solutions LP ✚
CRD #	328327
SEC #	801-128828
CIK #
AUM
Employees	8 (88% Investors, 0% Brokers)
Phone	239-219-0550
Address	9130 Galleria Court Naples, FL 34109
Source	[IAPD] [Website] [Twitter]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	27	4.6
(b) Individuals (high net worth individuals)	751	453.8
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	1	48.3
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	7	4.4
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	14	7.0
(n) Other	0	0.0
Total	800	518.1
By Discretionary
Discretionary	800	518.1
Non-Discretionary	0	0.0
Total	800	518.1
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		518.1
Total	800	518.1

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