We provide ETFs, UITs, Structured Products, Closed End Funds, SMAs, and VA portfolios for advisors to offer to their clients.
Wheaton, IL Austin, TX
Joined August 2011
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📊 Small caps keep outpacing mega caps. SmallCap 600 +18.5% YTD. Magnificent 7: just +4.1%.
10-yr Treasury up 82 bps YTD to 4.99%, well above its 20-year average. AI capex projected at $900B in 2026, headed to $5T by 2030.
Estimated S&P 500 earnings growth ex-Technology nearly doubled this year, from 9.7% to 18.3%.
Worth asking again: is your portfolio worth the weight it has been assigned?
🔗 tinyurl.com/5bwkvnyk
#FirstTrust #CashFlowAndCarey #SmallCap #MarketRotation #Investing #FinancialAdvisors
Q3 Household
Debt and Credit
November 12, 2026
In this week’s “Three on Thursday,” we examine the current state of U.S. household indebtedness and financial health. Curious about the latest trends? Click the link below to get a clearer picture of where things stood in the third quarter of 2026.
VIEW NOW → tinyurl.com/yz9txscb
#threeonthursday #firsttrust
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First Trust Factoid of the Day
November 12, 2026
#Annuities #LIMRA #RetirementPlanning #RetirementIncome #RegisteredIndexLinkedAnnuities #FixedRateAnnuities #Insurance #WealthManagement #FinancialPlanning #Investing #firsttrust
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First Trust Factoid of the Day
November 11, 2026
#VeteransDay #Veterans #MilitaryService #ArmisticeDay #ThankAVeteran #WorldWarII #VietnamWar #KoreanWar #Honor #USHistory #firsttrust
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📊 S&P 500 has posted a positive total return in every single calendar year following a midterm election since 1947, averaging 20.1%.
VIX spiked from 14.21 to 28.18 after last week's election. In our view, this is typical: since 1945, volatility in midterm years has been higher than the prior year 80% of the time.
2026 EPS estimates rose to 365.23, up from 311.20 at the start of the year. Q3 net profit margin: 14.9%, second highest on record.
🔗 tinyurl.com/2p6cywzk
#FirstTrust #CashFlowAndCarey #SP500 #MidtermElections #Investing #FinancialAdvisors
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First Trust Expands Its Target Income ETF Lineup with IBLY
Click here for more information: ftportfolios.com/Retail/Etf/…
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First Trust Factoid of the Day
November 10, 2026
#HousingMarket #RealEstate #Redfin #HomePrices #MortgageRates #HomeSales #PriceCuts #USHousing #PendingSales #USEconomy #firsttrust
📊 Last week's election was one of the harshest midterm repudiations since WWII. Democrats gained ~9 Senate and ~45 House seats.
Diesel prices have more than doubled this year, hitting a record high. In our view, that fueled much of the swing in rural, usually Republican areas.
We believe tax cuts have no chance now, but the odds of a major tax hike by 2029 have risen substantially.
October payrolls: +165K. Jobless claims averaging 195K, lowest since 1969. The labor market remains a bright spot.
🔗 tinyurl.com/23t5kbax
#FirstTrust #MondayMorningOutlook #Elections #TaxPolicy #FinancialAdvisors
First Trust Factoid of the Day
November 9, 2026
#SP500 #ProfitMargins #CorporateEarnings #FactSet #EarningsSeason #Equities #StockMarket #FinancialMarkets #Investing #USEconomy #firsttrust
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📊 Week Ended November 6, 2026 - S&P 500 -2.67%. Energy -11.88% but still +40.92% YTD. Info Tech -6.93%.
10-yr T-Note at 4.86%. Munis led fixed income at +1.26% on the week.
Seasonal retail hiring projected at just 450K for Q4 - smallest since 2008. Gold purchases by central banks and other institutions up 42% year-over-year.
🔗 tinyurl.com/5es4wu24
#FirstTrust #MarketWatch #Investing #FinancialAdvisors
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📊 First Trust October 2026 Talking Points are out.
S&P 500: -0.87% in October, +11.75% YTD. Bloomberg Mag 7: -4.67% and Nasdaq 100: -6.63% for October, as AI regulatory fears hit big tech.
GDP grew 3.4% annually in Q3. CPI at 3.7% YoY in September. Yield on the 10-yr Treasury Note ended October at 4.93% after swinging between 4.77% (Sept 3) and 5.31% (Oct 5).
U.S. household net worth hit a record $185.7 trillion in Q2 2026.
🔗 tinyurl.com/3j9tfust
#FirstTrust #TalkingPoints #Investing #FinancialAdvisors #MarketOutlook
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📊 Week Ended November 6, 2026 - S&P 500 -2.67%, worst week since June. Democrats took the House and Senate Tuesday.
Thursday's selloff erased ~$3T in value on fears of AI data center restrictions. Philly Semi Index -12.1% for the week.
Friday jobs report: +165K vs. 65K expected. December rate hike odds now at 78%.
AppLovin +71% on record Q3 revenue. Chip and storage names like Lumentum (-36%) and Seagate (-28%) hit hardest.
🔗 tinyurl.com/3azxdjzs
#FirstTrust #WeeklyMarketCommentary #Investing #FinancialAdvisors #SP500
*References to specific securities should not be construed as a recommendation to buy or sell and should not be assumed profitable.
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Why do oil-price swings have limited impact on many regulated utility earnings? ⚡🛢️
Jim Murchie explains how the cost-plus model passes certain expenses through to customers.
📺 youtu.be/gK8c1FZ7mPk
🎧 tinyurl.com/nh93fkbh
#Utilities #ROIPodcast #firsttrust
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📊 S&P 500 dividends per share grew at a 5.88% CAGR from 1979 to 2025. CPI-U grew at just 3.19% over the same period.
Total dividends hit a record $724.0 billion in 2025. But the payout ratio is just 27.7%, well below its 30-year average of 43.5%.
Why? A record $1.24 trillion in buybacks announced YTD through October, already topping all of 2025.
In our view, record earnings estimates support continued dividend growth alongside AI-related capex.
🔗 tinyurl.com/5n6nc7th
#FirstTrust #CashFlowAndCarey #Dividends #Inflation #SP500 #FinancialAdvisors
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Inflation: Not as High as You Think
November 5, 2026
Last week, the Federal Open Market Committee (FOMC) held short-term interest rates steady but left the door open for another hike before year-end, as concerns over resurgent inflation continue to mount. But will higher interest rates really solve the problem? In today’s “Three on Thursday,” we examine what’s driving inflation and how those pressures are evolving. To find out more, click the link below.
VIEW NOW → tinyurl.com/ymrv3cnn
#threeonthursday #firsttrust
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