Our Clients
First Trust Public Finance clients include counties, municipalities, school districts, forest preserve districts, sanitary districts, libraries, park districts and more. Following is a representive list of some of our clients.
Local Government
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| City of Rolling Meadows |
2007 |
General Obligation Bonds |
Private Placement |
$415,000 |
| City of Wheaton |
2004 |
General Obligation Bonds |
Sole Manager |
$19,960,000 |
| City of Wilmington |
2006A |
General Obligation ARS Bonds |
Sole Manager |
$1,345,000 |
| City of Wilmington |
2007 |
General Obligation Limited Bonds |
Private Placement |
$135,000 |
| City of Wilmington |
2008 |
SSA #1 |
Private Placement |
$315,000 |
| City of Wilmington |
2008 |
General Obligation Limited Bonds |
Private Placement |
$330,000 |
| City of Wilmington |
2009 |
General Obligation Limited Bonds |
Private Placement |
$138,000 |
| Village of Addison |
2006A |
General Obligation Refunding Bonds |
Sole Manager |
$3,075,000 |
| Village of Addison |
2006B |
General Obligation Refunding Bonds |
Sole Manager |
$2,375,000 |
| Village of Bensenville |
2009 |
General Obligation Limited Tax Refunding Bonds |
C0-Manager |
$3,450,000 |
| Village of Cary |
2009 |
Taxable General Obligation Bonds (ARS) Recovery Zone Bonds |
Sole Manager |
$5,000,000 |
| Village of Itasca |
2008B |
General Obligation Refunding Bonds |
Sole Manager |
$7,670,000 |
| Village of Roscoe |
2008 |
General Obligation Alternate Revenue Source Bonds |
Sole Manager |
$3,500,000 |
| Village of Wayne |
2007 |
SSA #5 Bonds |
Private Placement |
$1,150,000 |
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City of Wilmington, Illinois
“The City of Wilmington originally contacted First Trust to get information on some of our existing bonds; what we got in return was a goldmine of information and someone who took a personal interest in our finances as well as our community. Wendy Flaherty made several recommendations that have resulted in optimizing the City’s financial stability. We always trust Wendy to give us her personal attention and get us the best possible deal whenever we need financial assistance. We look forward to having a long term relationship with Wendy and First Trust.”
Sheryl L. Puracchio - City Administrator
December, 2008 |
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School Districts
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| Addison Elementary District #4 |
2006 |
General Obligation School Bonds |
Sole Manager |
$6,000,000 |
| Addison Elementary District #4 |
2008 |
General Obligation Refunding School Bonds |
Sole Manager |
$5,860,000 |
| Aurora CUSD #129 |
2005A |
General Obligation Refunding School Bonds |
Sole Manager |
$61,535,000 |
| Aurora CUSD #129 |
2005B |
General Obligation Limited Tax Refunding Schol Bonds |
Sole Manager |
$20,880,000 |
| Newark CCSD #66 |
2006 |
General Obligation Limited Tax Bonds Working Cash |
Sole Manager |
$505,000 |
| Newark CCSD #66 |
2008 |
Taxable General Obligation Limited Bonds |
Private Placement |
$1,500,000 |
| Oak Lawn High School |
2007 |
General Obligation Bonds |
Sole Manager |
$12,500,000 |
| West Chicago Community High School District #94 |
2008 |
General Obligation Refunding School Bonds |
Sole Manager |
$13,115,000 |
| Wilmington CUSD #209U |
2006 |
General Obligation School Bonds |
Sole Manager |
$21,285,000 |
| Wilmington CUSD #209U |
2008 |
General Obligation School Bonds |
Sole Manager |
$6,695,000 |
| Wilmington CUSD #209U |
2009 |
General Obligation School Bonds |
Sole Manager |
$3,320,000 |
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Library Districts
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| Itasca Community Library |
2008A |
General Obligation Library Bonds |
Sole Manager |
$1,750,000 |
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Manhattan Public Library District
“The First Trust Portfolio team has worked tirelessly helping to get our plan of action available to the public with clear-cut, precise, and accurate explanations of the issues facing our Library District in today’s economic climate. They understand the challenges facing public financial institutions and have worked tirelessly to help us achieve our goals with accurate and insightful projections for future growth. As a public library dedicated to excellence in customer service, I applaud First Trust Portfolio’s for their work ethic and the commitment of their staff to provide their clients with the same outstanding service that I expect from my own library staff.”
Judith Pet, Library Director
February, 2009 |
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Park Districts
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| Batavia Park District |
2009 |
General Obligation Refunding Park Bonds (ARS) |
Sole Manager |
$2,360,000 |
| Waukegan Park District |
2009 |
General Obligation Refunding Park Bonds Alternate Revenue Source |
Sole Manager |
$4,565,000 |
| Westmont Park District |
2008 |
General Obligation Limited Tax Park Bonds |
Private Placement |
$153,000 |
| Westmont Park District |
2008A |
General Obligation Limited Tax Park Bonds |
Private Placement |
$590,000 |
| Westmont Park District |
2009 |
General Obligation Limited Tax Park Bonds |
Private Placement |
$145,000 |
| Westmont Park District |
2009A |
General Obligation Limited Tax Park Bonds |
Private Placement |
$605,000 |
| Wheeling Park District |
2009 |
General Obligation Limited Tax Park Bonds |
Private Placement |
$1,035,000 |
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Water Reclamation Districts
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| Rock River Water Reclamation District |
2007 |
General Obligation Alternate Bonds |
Sole Manager |
$5,000,000 |
| Rock River Water Reclamation District |
2008 |
General Obligation ARS Bonds |
Sole Manager |
$10,000,000 |
| Rock River Water Reclamation District |
2009 |
General Obligation ARS Bonds |
Sole Manager |
$6,000,000 |
| Wheaton Sanitary District |
2006 |
General Obligation Debt Certificates |
Sole Manager |
$5,000,000 |
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Forest Preserve Districts
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| Forest Preserve District of DuPage County |
2005A |
General Obligation Limited Tax Bonds |
Sole Manager |
$68,590,000 |
| Forest Preserve District of DuPage County |
2007 |
General Obligation Bonds |
Sole Manager |
$34,770,000 |
| Kendall County Forest Preserve District |
2007 |
General Obligation Bonds |
Sole Manager |
$45,000,000 |
| Kendall County Forest Preserve District |
2009 |
General Obligation Limited Tax Bonds |
Private Placement |
$300,000 |
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