Managers & Models

First Trust Alternatives Model

The First Trust Alternatives Strategic Focus ETF Model provides advisors with a comprehensive solution for diversifying traditional asset portfolios. Designed to enhance returns, improve risk-adjusted outcomes, and expand diversification, the model integrates core alternative strategies such as hedged equity, commodities, and managed futures. By utilizing exchange traded funds (ETFs) curated by the First Trust Advisors Model Investment Committee, the model seeks to deliver consistent performance across varying market conditions.

The model is rooted in a disciplined investment process that emphasizes flexibility and adaptability. While it primarily allocates among First Trust ETFs, the model may selectively incorporate other ETFs to capitalize on unique opportunities, address specific portfolio needs, or mitigate risk. This approach allows for thoughtful portfolio construction tailored to meet the challenges of an ever-evolving financial landscape.

Key strategies include:

• Hedged Equity: Targeting market upside while mitigating downside risk.
• Managed Futures and Commodities: Leveraging tactical positions to capture opportunities in diverse market environments.
• Unconstrained Bonds and Treasuries: Offering income and stability while navigating interest rate volatility.

With a focus on providing exposure to alternative strategies, the First Trust Alternatives Model empowers advisors to address client needs for diversification beyond traditional equity and fixed income, seeking to manage risk and achieving long-term growth in a complex investment environment.

With the Freedom Advisors platform you can add this and hundreds of other models as sleeves in portfolios in seconds with the click of a button.