FIRST TRUST
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
7
Active participants
965
Total plan assets
$394.8M
Filings (rows)
7
Direct comp
$0
Indirect comp
$0
Aggregating 2 name variants under "FIRST TRUST"
SERVICES PROVIDED
Other7
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| FT 9675 TECHNOLOGY | 3 |
| FT UT2151AREAST1FCM | 2 |
| FT 10079 CAP STR OPP PRT-UI | 2 |
| DOW JONES INTERNET ETF | 2 |
| FT DIVIDEND INCOME TRUST SERIES 17 | 1 |
| US EQUITY OPP ETF | 1 |
| FT UT8638TECDIV34RM | 1 |
| NYSE ARCA BIOTECH ETF | 1 |
| VALUE LINE DIVIDEND ETF | 1 |
| FT109 TEC DVD PR SR48-CASH | 1 |
Top plans served
All 7 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| YORK BUILDING PRODUCTS CO., INC. YORK BUILDING PRODUCTS CO. INC. PROFIT SHARING PLAN AND TRUST | YORK, PA | Other NONE | 371 | $87.3M | $0 |
| FULTON FINANCIAL CORPORATION FULTON FINANCIAL AFFILIATES DEFINED BENEFIT PENSION PLAN | LANCASTER, PA | Other NONE | 76 | $85.6M | $0 |
| FULTON FINANCIAL CORPORATION FULTON FINANCIAL AFFILIATES DEFINED BENEFIT PENSION PLAN | LANCASTER, PA | Other NONE | 79 | $84.7M | $0 |
| FULTON FINANCIAL CORPORATION FULTON FINANCIAL AFFILIATES DEFINED BENEFIT PENSION PLAN | LANCASTER, PA | Other NONE | 88 | $78.1M | $0 |
| STEWART & TATE, INC. STEWART & TATE EMPLOYEES PROFIT SHARING PLAN | YORK, PA | Other NONE | 168 | $23.3M | $0 |
| D. F. STAUFFER BISCUIT COMPANY, INC STAUFFER BISCUIT COMPANY PENSION PLAN | YORK, PA | Other NONE | 174 | $19.2M | $0 |
| D. F. STAUFFER BISCUIT COMPANY, INC STAUFFER BISCUIT COMPANY PENSION PLAN | YORK, PA | Other NONE | 9 | $16.5M | $0 |