Ellie Marie Eldridge

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

• 09/2023 → 10/2024
  First Trust Investment Solutions L.P.
  Naples, FL
• 05/2023 → 09/2023
  Gyroscope Capital Management Group Llc
  Naples, FL
• 08/2021 → 08/2023
  Florida Gulf Coast University
  Fort Myers, FL
• 08/2017 → 06/2021
  Cypress Lake High School
  Fort Myers, FL
• 08/2013 → 06/2017
  Grade School
  Fort Myers, FL
• 10/2024 → Present
  First Trust Portfolios L.P.
  Wheaton, IL
• 10/2024 → Present
  First Trust Advisors L.P.
  Wheaton, IL

Previous Registrations

• 2023-12-23 → 2024-12-20
  First Trust Investment Solutions L.P.
  Naples, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-07