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Fund Literature

  • First Trust Merger Arbitrage Fund
  • First Trust Alternative Opportunities Fund
  • First Trust Multi-Strategy Fund
  • FT Private Asset Platform
  • Infinity Core Alternative Fund
  • First Trust Real Assets Fund
  • First Trust Private Credit Fund
  • FT AIR Insights

First Trust Merger Arbitrage Fund

First Trust Merger Arbitrage Fund

  • Fact Sheet [PDF]
  • VARBX Investor Presentation [PDF]
  • VARBX Product Brief [PDF]
  • Prospectus [PDF]
  • Summary Prospectus [PDF]
  • Statement of Additional Information [PDF]
  • Annual Report [PDF]
  • Semi Annual Report [PDF]
  • June 30, 2022 – Portfolio Holdings [PDF]
  • December 31, 2021 – Portfolio Holdings [PDF]

First Trust Alternative Opportunities Fund

First Trust Alternative Opportunities Fund

  • Fact Sheet [PDF]
  • VFLEX Institutional Investor Presentation [PDF]
  • VFLEX Investor Presentation [PDF]
  • VFLEX Product Brief [PDF]
  • Manager Commentary [PDF]
  • Prospectus [PDF]
  • Statement of Additional Information [PDF]
  • Semi Annual Report [PDF]
  • Annual Report [PDF]
  • Forms 3,4,5 [URL]
  • June 30, 2022 – Portfolio Holdings [PDF]
  • December 31, 2021 – Portfolio Holdings [PDF]
  • Rule 19a-1 Notices [URL]
  • 2022 Interval Fund Repurchase Schedule [PDF]
  • Form 8937s [URL]

First Trust Multi-Strategy Fund

First Trust Multi-Strategy Fund

  • Fact Sheet [PDF]
  • OMOIX Investor Presentation [PDF]
  • Prospectus [PDF]
  • Summary Prospectus [PDF]
  • Statement of Additional Information [PDF]
  • Information Statement [PDF]
  • Annual Report [PDF]
  • Semi Annual Report [PDF]
  • June 30, 2022 – Portfolio Holdings [PDF]
  • December 31, 2021 – Portfolio Holdings [PDF]
  • Rule 19a-1 Notices [URL]
  • Form 8937 [PDF]

FT Private Asset Platform

FT Private Asset Platform

  • Growth Equity Presentation
  • Private Equity Presentation
  • Private Asset Platform Guide

Infinity Core Alternative Fund

Infinity Core Alternative Fund

  • Fact Sheet [PDF]
  • Prospectus [PDF]
  • Statement of Additional Information
  • June 30, 2022 – Portfolio Holdings [PDF]
  • December 31, 2021 – Portfolio Holdings [PDF]
  • Annual Report [PDF]
  • Semi Annual Report [PDF]
  • Forms 3,4,5 [URL]

First Trust Real Assets Fund

First Trust Real Assets Fund

  • Investor Guide [PDF]
  • Prospectus [PDF]
  • FTREX Repurchase Schedule [PDF]
  • Statement of Additional Information [PDF]
  • June 30, 2022 – Portfolio Holdings [PDF]
  • Forms 3,4,5 [URL]

First Trust Private Credit Fund

First Trust Private Credit Fund

  • Prospectus [PDF]
  • Statement of Additional Information [PDF]

FT AIR Insights

FT AIR Insights

  • Insights on Interval Funds

For Additional Details On Any of Our Registered Funds:

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First Trust Capital Management
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Chicago, IL (HQ)
  • 225 W. Wacker Drive
  • Suite #2100
  • Chicago, IL 60606
  • P: 773.828.6700
  • F: 847.386.2910
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First Trust Capital Management L.P. is the Adviser to the First Trust Merger Arbitrage Fund, First Trust Multi-Strategy Fund, First Trust Alternative Opportunities Fund(collectively, the “Funds.”). The Funds are distributed by First Trust Portfolios L.P.

Investing involves risk. Principal loss is possible. Diversification does not assure a profit or protect against a loss in a declining market.

The Funds should be considered speculative investments and there is no guarantee the Funds will successfully achieve their investment objectives. The Funds are appropriate only for investors who can tolerate a high degree of risk, do not require liquid investments, and are able to sustain a complete loss of their investment.

The Funds are also subject to some or all of the following risks: limited operating history; industry concentration risk; non-diversified risk; multi-manager risk; repurchase offers; limited liquidity risk; leverage and derivative risk; legal, tax and regulatory risk; and non-qualification as a regulated investment company under the Code. Investors may also be subject to multiple levels of fees and expenses, underlying manager risk, valuation risk, high portfolio turnover risk, limited control over underlying managers, arbitrage risk, special situation risk, equity, bond and asset-backed securities risk, foreign risk, currency risk, credit risk, distressed securities risk, interest rate risk, IPO risk, small-cap risk, and credit default swaps risk. Please read the appropriate Fund’s prospectus for a detailed explanation of all Fund risks.

Each Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The statutory prospectus and summary prospectus contain this and other important information about the investment company and may be obtained HERE. Please read the prospectus carefully before investing.

The Funds are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of any Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

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