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FIRST TRUST GLOBAL PORTFOLIOS LTD.
Legal name: FIRST TRUST GLOBAL PORTFOLIOS LIMITED
CRD 169173File 801-79653
APPROVED
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$338.8M
Below cohort median (national)
Discretionary AUM
$338.8M
Clients
3
6 accounts
Employees
34
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- May 1, 2014
- Principal office
- 8 ANGEL COURT, LONDON, EC2R 7HJ
- Phone
- +44 203 195 7121
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $338.8M
- Discretionary AUM
- $338.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 6
- Non-discretionary accounts
- 0
- Total accounts
- 6
- AUM per client
- $112.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $8.3M |
| Investment companies | 1 | $303.5M |
| Other investment advisers | Fewer than 5 | $9.1M |
| Pooled investment vehicles | 2 | $13.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.