Connor Long
Financial advisor at First Trust Advisors LP · Wheaton, IL
Last updated 2026-10-10
Claim your profileConnor Long is a financial advisor at First Trust Advisors LP in Wheaton, IL, CRD 5940076. Licenses and exams on the registration: Series 66. IAPD registration began 2012-10-18.
Registration
- CRD number
- 5940076
- Registration status
- Active
- IAPD registration
- 2012-10-18
- Industry Experience
- 13 years
- Work Experience
- 14 years
- States registered
- TX
Licenses and exams
- Series 66
Work history
- 2012-07 to 2017-03 · Lord Abbett · Jersey City, NJ
- 2017-04 to 2024-10 · Colubmia Management Investment Distributors Inc · San Diego, CA
- 2024-10 to Present · First Trust Portfolios LP · Wheaton, IL
- 2024-10 to Present · First Trust Advisors LP · Wheaton, IL
Current employment
- First Trust Advisors LP · Wheaton, IL
First Trust Advisors LP
- Regulatory AUM
- $309,241,000,000
- Registered advisors
- 607
- Offices
- 189
- Clients per advisor
- 9.4 (Low)
- Average AUM per client
- $54M (Moderate)
- High-net-worth client ratio
- 45.2% (Moderate)
First Trust Advisors LP: advisors, services and reported ETF investments
About
Connor Long is a financial advisor at First Trust Advisors LP in Wheaton, IL. Reported securities licenses include Series 66. The latest record indicates 13 years of industry experience and 14 years of reported work history. Reported roles include First Trust Portfolios LP, Colubmia Management Investment Distributors Inc, Lord Abbett.
SEC disclosures list additional business and community activities: Name Of Activity: Connjon Ventures - S Corp; Date Activity Started/modified/ended: 11/23/2022; Type Of Activity: Investment Real Estate; Role/relationship: Owner/ Proprietor; Responsibilities: Purchase & Manage Rental Property; Total Hours Per Month: 0 - 20; Total Hours Per Month During Trading Hours: 0 - 20; Does This Activity Include Providing Investment Advice.
First Trust Advisors LP's firm-level Form ADV reports 607 advisors across 189 offices; approximately 9.4 clients per advisor, average assets per client of $53,959,344, and regulatory AUM of $309.2B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pooled investment vehicles, Charitable organizations, Corporations or other businesses; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $7.1B across 232 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Connor Long personally.
Reported ETF positions
First Trust Advisors reports 232 ETF positions worth $7.1B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| EMXC — iShares MSCI Emerging Markets ex China ETF | $1.3B |
| FBT — First Trust Amex Biotech Index Fund | $840M |
| FTXL — First Trust Nasdaq Semiconductor ETF | $813.5M |
| QTEC — First Trust NASDAQ-100-Technology Sector Index Fund | $812.9M |
| FXL — First Trust Technology AlphaDEX | $809.3M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
First Trust Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $421.5K | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $421.5K | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | MGOV — First Trust Intermediate Government Opportunities ETF | $5.1M | Top 99.6% | Residual alpha +0.73% · Residual Sharpe 0.14 |
| Diversification Benefits | FTSM — First Trust Enhanced Short Maturity ETF | $4.8M | Top 97.2% | Replicability (R²) 72.7% · Residual Sharpe 0.89 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by First Trust Advisors LP on Form ADV.
Client services
- Individuals and Small Businesses
- Investment Companies
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
Fee options
- Percentage of Assets Under Management
- Performance-Based Fees
- Other
Business and affiliations
- Commodity Pool Operator or Trading Advisor
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Sponsor or Syndicator of Limited Partners
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
120 E. Liberty Drive, Wheaton, IL 60187
606 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 630-765-8000
- Website: ftsma.com
- Youtube
Official record
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