First Trust Direct Indexing is a service offered by First Trust Portfolios L.P. and its affiliate, First Trust Advisors L.P., a well-established financial services firm founded in 1991. The company specializes in providing direct indexing solutions, which allow investors to own the individual securities of an index directly. This approach offers greater flexibility, control, and potential for tax optimization (such as tax-loss harvesting) compared to traditional index funds or ETFs. Their mission is to provide financial professionals and their clients with sophisticated investment tools that can be tailored to specific financial goals, tax situations, and personal values.

Founded in

United States