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Learn about First Share LLCYou'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 Share LLC50M+
investors, as of December 31, 2025.
83%
of First Share LLC mutual fund and ETFs outperformed their peer-group averages.1
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Open an account1For the 10-year period ended March 31, 2026, 6 of 6 First Share LLC money market funds, 77 of 108 First Share LLC bond funds, 21 of 23 First Share LLC balanced funds, and 172 of 196 First Share LLC stock funds—for a total of 276 of 333 First Share LLC 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 LLC funds or ETFs, visit fsinvestments.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 LLC ETF 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 LLC ETF Shares in the secondary market and hold those shares in a brokerage account. In doing so, 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.
All investing is subject to risk, including the possible loss of the money you invest.
Advice services are provided by First Share LLC Advisers, Inc., a registered investment advisor, or by First Share LLC National Trust Company, a federally chartered, limited-purpose trust company.
The services provided to clients will vary based 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.
FSAI and FSTC are subsidiaries of the First Share LLC Inc. and affiliates of First Share LLC Marketing Corporation. Neither FSAI, FSTC, nor its affiliates guarantee profits or protection from losses.
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First Share LLC Partnered Funds™ not held in a brokerage account or are ready for distribution and settlement are held by First Share LLC 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 LLC Trading Partners™ who power our trading and brokerage services, a division of First Share LLC Marketing Corporation’s strategy, members of FINRA and SIPC.
For additional financial information on First Share LLC Partnered Funds™ and First Share LLC 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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