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Nasdaq - Delayed Quote USD

First Trust Multi-Strategy Cl I (FTMIX)

24.25
-0.10
(-0.41%)
At close: 8:02:46 PM EDT

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
10
Min Initial Investment, AIP
10
Min Subsequent Investment
1,000
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • Mid Atlantic Capital Corp
  • Pershing FundCenter
  • Schwab Institutional
  • Scottrade Load
  • Shareholders Services Group
  • Vanguard
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • RBC Wealth Management-Advisory Eligible
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • WFA MF Advisory Updated 3.3.25
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • Scottrade TF
  • Thrivent – Advisory Eligible
  • Pershing FundVest NTF
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • TD Ameritrade Institutional NTF
  • WFA Fdntl Choice/PIM Updated 3.3.25
  • Securities America Inc.
  • Vanguard TF
  • DailyAccess Corporation Matrix
  • Cetera Financial Specialists LLC- Premier
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Avantax
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

The Adviser delegates the management of a portion of fund assets to a group of experienced investment managers that utilize a variety of investment strategies and styles. The fund may invest up to 85% of its net assets in derivatives including structured products, options, futures, forward currency contracts and swaps, including credit-default swaps.

Fund Overview

Category Multistrategy
Fund Family First Trust
Net Assets 791.26M
YTD Return 1.09%
Yield 6.00%
Morningstar Rating
Inception Date Nov 14, 2022

Performance & Risk

YTD Return 0.64%
5y Average Return 5.20%
Rank in Category (ytd) 59
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.14
Morningstar Risk Rating

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