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Prep for retirement
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Live in the moment
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Plan your estate
Exclusively available to investors with $5 million in First Share funds or ETFs.
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Investment products to support your financial strategy
Build a diversified portfolio with smart, flexible investment options.
Mutual Funds
A professionally managed investment vehicle that pools money from many investors to invest in diversified securities.
Stocks
Stocks represent ownership in publicly traded companies, giving investors the opportunity to benefit from business growth through capital appreciation and, in some cases, dividend payments.
ETFs
Exchange-Traded Funds (ETFs) are investment funds that hold a diversified collection of assets, such as stocks, bonds, or commodities, while trading on stock exchanges just like individual company shares.
Bonds
Bonds are fixed-income investments that allow investors to lend money to governments, corporations, or other institutions in exchange for regular interest payments and the return of their principal at maturity.
CDs
Certificates of Deposit (CDs) are fixed-term savings investments that allow you to earn a guaranteed interest rate by depositing your money for a specified period.
Money Market Funds
Money Market Funds are professionally managed investment funds that invest in high-quality, short-term debt securities to provide stability, liquidity, and modest returns.
Empowering investors since 2019 and counting
We stick to 4 principles designed to set investors up for success: goals, balance, costs, and discipline.
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Learn about First ShareYou're in good company
Our purpose is to take a stand for all investors and prioritize our clients' needs. That's why over 50 million investors trust us with their money.
More about investing at First Share1.3M+
investors, as of December 31, 2025.
83%
of First Share mutual funds™ and brokered ETFs outperformed their peer-group averages.1
Helpful resources
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Resources & education
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Open an account1For the 10-year period ended March 31, 2026, 6 of 6 First Share Partnered Funds™, including money market funds, 77 of 108 brokered bond funds, 21 of 23 balanced funds, and 172 of 196 stock funds—for a total of 276 of 333 First Share Partnered Funds™—outperformed their Lipper peer-group averages. Results will vary for other time periods. Only mutual funds and ETFs (exchange-traded funds) with a minimum 10-year history were included in the comparison. Source: LSEG Lipper. The competitive performance data shown represent past performance, which is not a guarantee of future results. View fund performance.
For more information about First Share Partnered Funds™ or ETFs, visit firstsharellc.com to obtain a prospectus or, if available, a summary prospectus. Investment objectives, risks, charges, expenses, and other important information about a fund are contained in the prospectus; read and consider it carefully before investing.
First Share™, ETFs, brokered bonds and Shares are not redeemable with the issuing Fund other than in very large aggregations worth millions of dollars. Instead, investors must buy and sell First Share Partnered Funds™, ETFs, and Shares in the secondary market and hold those shares in a brokerage account. In doing so, and in certain types of accounts, the investor may incur brokerage commissions and may pay more than net asset value when buying and receive less than net asset value when selling, unless where not deductible, subject to brokerage or investment account type's guidelines, provisions and policy dictates and recommendations.
All investments are subject to risk, and are largely dependent on the overall market conditions, including possible loss of the invested amount(s).
Advice services are provided by First Share Advisory Network®, all registered investment advisors, and/or, by First Share Trust Company Members and its respective Trading Partners™, all federally chartered, limited-purpose trust companies and investment houses.
The services provided to clients will vary based on operational regions, and upon the service selected, including management, fees, eligibility, and access to an advisor. Find FSAI's Form CRS and each program's advisory brochure here for an overview.
FSAN and FSTC are sub-products of First Share LLC and affiliates of First Share Marketing Corporation. Neither FSAN, FSTC, nor its affiliates guarantee profits or protection from losses, except where expressly mentioned and permitted, or as dictated by the investor's account types and sizes.
Research our Trading Partners™ with FINRA's BrokerCheck.
First Share Partnered Funds™ not held in a brokerage account or are ready for distribution and settlement are held by First Share Fund Distribution & Settlement Partners™ across the United States, and are not protected by SIPC, but may be FDIC-insured where applicable upon holding funds. Brokerage assets are held by First Share Trading Partners™ who power our trading and brokerage services, a division of First Share Marketing Corporation’s strategy, members of FINRA and SIPC.
For additional financial information on First Share Partnered Funds™ and First Share Marketing Corporation, see its Statement of Financial Condition: Audited and Unaudited.
Broker-Dealer Client Relationship Summary (FSMC Form CRS) and Investment Advisor Client Relationship Summary (FSAI Form CRS).
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