Michael Anthony Ancheta

Employer firm

First Trust Advisors LP CRD 107027

$309B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2026 → Present
  First Trust Portfolios L.P.
  Wheaton, IL
• 04/2026 → Present
  First Trust Advisors L.P.
  Wheaton, IL
• 08/2025 → 10/2025
  Crooked Palm Cabann
  Tavernier, FL
• 01/2024 → 02/2024
  Vivint
  Oviedo, FL
• 08/2023 → 01/2024
  Bj'S
  Oviedo, FL
• 03/2022 → 01/2023
  Compass Real Estate
  Tavernier, FL
• 11/2019 → 01/2022
  Berry'S Paint And Hardware
  Key Largo, FL
• 01/2019 → 08/2019
  Fin And Juice
  Tavernier, FL
• 07/2017 → 11/2018
  Chad'S Peri
  Tavernier, FL
• 04/2016 → 07/2017
  Unemployed
  Tavernier, FL
• 10/2025 → 04/2026
  Unemployed
  Tavernier, FL
• 02/2024 → 08/2025
  Unemployed
  Tavernier, FL
• 01/2023 → 08/2023
  Unemployed
  Tavernier, FL

Exams

• S66 Uniform Combined State Law Examination
  2026-03-13