# FIRST TRUST DIRECT INDEXING L.P.

FIRST TRUST DIRECT INDEXING L.P. of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 297760
- Type: SEC-registered investment adviser
- SEC file number: 801-113667
- Location: 33 ARCH STREET, SUITE 1700, BOSTON, MA, 02110
- Phone: 617-752-6010
- Latest filing: 2024-09-23
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.4B
- Clients: 11
- Accounts: 528

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| HUGHES JUSTIN JAMES | CEO | — |
| BEATTY DAVID LEE | MANAGING PARTNER; MEMBER; OWNER | — |
| MOORE IAN | COO | — |
| BOWEN JAMES ALLEN | SHAREHOLDER | — |
| DILWORTH JAMES KENDALL | MANAGING PARTNER | — |
| FORKNER KENT MARK | CHIEF INVESTMENT OFFICER | — |
| ANGRISANO KAREN MARIE | CCO | — |
| CHENG JOSHUA JANHWA | CAO; COO | — |
| Carter Samuel Morris | CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297760/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297760/similar
- Related entities: https://search.stillhousedata.com/firm/297760/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297760

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.