Common Contracts
15 similar Investment Sub-Advisory Agreement contracts by First Trust Exchange-Traded Fund Viii, First Trust Exchange-Traded Fund, First Trust Exchange-Traded Fund Iv, others
Investment Sub-Advisory AgreementInvestment Sub-Advisory Agreement • October 2nd, 2024 • First Trust Exchange-Traded Fund • Illinois
This Investment Sub-Advisory Agreement (this “Agreement”) is made as of October 2nd_, 2024, by and among First Trust Exchange-Traded Fund, a Massachusetts business trust (the “Trust”), First Trust Advisors L.P., an Illinois limited partnership (the “Manager”) and a registered investment adviser with the Securities and Exchange Commission (“SEC”), and WCM Investment Management, LLC, a Delaware limited liability company and a registered investment adviser with the SEC (the “Sub-Adviser”).
Investment Sub-Advisory AgreementInvestment Sub-Advisory Agreement • October 2nd, 2024 • First Trust Series Fund • Illinois
This Investment Sub-Advisory Agreement (this “Agreement”) is made as of October 2, 2024, by and among First Trust Series Fund, a Massachusetts business trust (the “Trust”), First Trust Advisors L.P., an Illinois limited partnership (the “Manager”) and a registered investment adviser with the Securities and Exchange Commission (“SEC”), and WCM Investment Management, LLC, a Delaware limited liability company and a registered investment adviser with the SEC (the “Sub-Adviser”).
Investment Sub-Advisory AgreementInvestment Sub-Advisory Agreement • October 2nd, 2024 • First Trust Exchange-Traded Fund • Illinois
This Investment Sub-Advisory Agreement (this “Agreement”) is made as of October 2nd_, 2024, by and among First Trust Exchange-Traded Fund, a Massachusetts business trust (the “Trust”), First Trust Advisors L.P., an Illinois limited partnership (the “Manager”) and a registered investment adviser with the Securities and Exchange Commission (“SEC”), and WCM Investment Management, LLC, a Delaware limited liability company and a registered investment adviser with the SEC (the “Sub-Adviser”).
Investment Sub-Advisory AgreementInvestment Sub-Advisory Agreement • October 18th, 2023 • First Trust Exchange-Traded Fund Viii • Illinois
This Investment Sub-Advisory Agreement (this “Agreement”), dated October 19, 2023 is by and among First Trust Exchange-Traded Fund VIII, a Massachusetts business trust (the “Trust”), First Trust Advisors L.P., an Illinois limited partnership (the “Manager”) and a registered investment adviser with the Securities and Exchange Commission (the “SEC”), and Cboe Vest Financial LLC, a Delaware limited liability company and a registered investment adviser with the SEC (the “Sub-Adviser”).
Investment Sub-Advisory AgreementInvestment Sub-Advisory Agreement • August 9th, 2023 • First Trust Variable Insurance Trust • Illinois
This Investment Sub-Advisory Agreement (this “Agreement”), dated as of August 10, 2023, is by and among First Trust Variable Insurance Trust, a Massachusetts business trust (the “Trust”), First Trust Advisors L.P., an Illinois limited partnership (the “Manager”) and a registered investment adviser with the Securities and Exchange Commission (the “SEC”), and Cboe Vest Financial LLC, a Delaware limited liability company and a registered investment adviser with the SEC (the “Sub-Adviser”).
Investment Sub-Advisory AgreementInvestment Sub-Advisory Agreement • April 24th, 2023 • First Trust Exchange-Traded Fund Iv • Illinois
This Investment Sub-Advisory Agreement (this “Agreement”), dated March 2, 2023 is by and among First Trust Exchange-Traded Fund IV, a Massachusetts business trust (the “Trust”), First Trust Advisors L.P., an Illinois limited partnership (the “Manager”) and a registered investment adviser with the Securities and Exchange Commission (the “SEC”), and Cboe Vest Financial LLC, a Delaware limited liability company and a registered investment adviser with the SEC (the “Sub-Adviser”).
Investment Sub-Advisory AgreementInvestment Sub-Advisory Agreement • January 12th, 2023 • First Trust Exchange-Traded Fund Viii • Illinois
This Investment Sub-Advisory Agreement (this “Agreement”), dated January 12, 2023 is by and among First Trust Exchange-Traded Fund VIII, a Massachusetts business trust (the “Trust”), First Trust Advisors L.P., an Illinois limited partnership (the “Manager”) and a registered investment adviser with the Securities and Exchange Commission (the “SEC”), and Cboe Vest Financial LLC, a Delaware limited liability company and a registered investment adviser with the SEC (the “Sub-Adviser”).
Investment Sub-Advisory AgreementInvestment Sub-Advisory Agreement • June 29th, 2021 • First Trust Exchange-Traded Fund Viii • Illinois
This Investment Sub-Advisory Agreement (this “Agreement”), dated December 9, 2020 is by and among First Trust Exchange-Traded Fund VIII, a Massachusetts business trust (the “Trust”), First Trust Advisors L.P., an Illinois limited partnership (the “Manager”) and a registered investment adviser with the Securities and Exchange Commission (the “SEC”), and Cboe Vest Financial LLC, a Delaware limited liability company and a registered investment adviser with the SEC (the “Sub-Adviser”).
Investment Sub-Advisory AgreementInvestment Sub-Advisory Agreement • February 26th, 2021 • First Trust Exchange-Traded Fund Iv • Illinois
This Investment Sub-Advisory Agreement (this “Agreement”), dated as of February 1, 2021, is by and among First Trust Exchange-Traded Fund IV, a Massachusetts business trust (the “Trust”), First Trust Advisors L.P., an Illinois limited partnership (the “Manager”) and a registered investment adviser with the Securities and Exchange Commission (the “SEC”), and Cboe Vest Financial LLC, a Delaware limited liability company and a registered investment adviser with the SEC (the “Sub-Adviser”).
Investment Sub-Advisory AgreementInvestment Sub-Advisory Agreement • January 21st, 2021 • First Trust Exchange-Traded Fund Iv • Illinois
This Investment Sub-Advisory Agreement (this “Agreement”), dated is by and among First Trust Exchange-Traded Fund IV, a Massachusetts business trust (the “Trust”), First Trust Advisors L.P., an Illinois limited partnership (the “Manager”) and a registered investment adviser with the Securities and Exchange Commission (the “SEC”), and Cboe Vest Financial LLC, a Delaware limited liability company and a registered investment adviser with the SEC (the “Sub-Adviser”).
Investment Sub-Advisory AgreementInvestment Sub-Advisory Agreement • January 19th, 2021 • First Trust Exchange-Traded Fund • Illinois
This Investment Sub-Advisory Agreement (this “Agreement”), dated January 15, 2021 is by and among First Trust Exchange-Traded Fund, a Massachusetts business trust (the “Trust”), First Trust Advisors L.P., an Illinois limited partnership (the “Manager”) and a registered investment adviser with the Securities and Exchange Commission (the “SEC”), and Cboe Vest Financial LLC, a Delaware limited liability company and a registered investment adviser with the SEC (the “Sub-Adviser”).
Investment Sub-Advisory AgreementInvestment Sub-Advisory Agreement • December 23rd, 2020 • First Trust Exchange-Traded Fund Viii • Illinois
This Investment Sub-Advisory Agreement (this “Agreement”), dated December 9, 2020 is by and among First Trust Exchange-Traded Fund VIII, a Massachusetts business trust (the “Trust”), First Trust Advisors L.P., an Illinois limited partnership (the “Manager”) and a registered investment adviser with the Securities and Exchange Commission (the “SEC”), and Cboe Vest Financial LLC, a Delaware limited liability company and a registered investment adviser with the SEC (the “Sub-Adviser”).
Investment Sub-Advisory AgreementInvestment Sub-Advisory Agreement • December 9th, 2020 • First Trust Exchange-Traded Fund Viii • Illinois
This Investment Sub-Advisory Agreement (this “Agreement”), dated December 9, 2020 is by and among First Trust Exchange-Traded Fund VIII, a Massachusetts business trust (the “Trust”), First Trust Advisors L.P., an Illinois limited partnership (the “Manager”) and a registered investment adviser with the Securities and Exchange Commission (the “SEC”), and Cboe Vest Financial LLC, a Delaware limited liability company and a registered investment adviser with the SEC (the “Sub-Adviser”).
Investment Sub-Advisory AgreementInvestment Sub-Advisory Agreement • September 9th, 2020 • First Trust Exchange-Traded Fund • Illinois
This Investment Sub-Advisory Agreement (this “Agreement”), dated ____, 2020 is by and among First Trust Exchange-Traded Fund, a Massachusetts business trust (the “Trust”), First Trust Advisors L.P., an Illinois limited partnership (the “Manager”) and a registered investment adviser with the Securities and Exchange Commission (the “SEC”), and Cboe Vest Financial LLC, a Delaware limited liability company and a registered investment adviser with the SEC (the “Sub-Adviser”).
Investment Sub-Advisory AgreementInvestment Sub-Advisory Agreement • August 10th, 2020 • First Trust Exchange-Traded Fund Viii • Illinois
This Investment Sub-Advisory Agreement (this “Agreement”), dated June 8, 2020 is by and among First Trust Exchange-Traded Fund VIII, a Massachusetts business trust (the “Trust”), First Trust Advisors L.P., an Illinois limited partnership (the “Manager”) and a registered investment adviser with the Securities and Exchange Commission (the “SEC”), and Cboe Vest Financial LLC, a Delaware limited liability company and a registered investment adviser with the SEC (the “Sub-Adviser”).
