First Trust Fund Fund Managers
| FGB Fund | USD 4.22 0.06 1.44% |
First Trust is run by 11 fund managers with a total tenure of about 102 years, averaging roughly 9.0 years of service per executive, having 1.27 employees per reported executive. Fund managers are in charge of implementing First Trust Specialty investing strategy and managing its portfolio trading activities. Analysis of First Trust's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with First Trust's future under-performance.
| James Bowen Chairman Executive Chairman and Member of Executive Committee |
| More |
| Richard Erickson Executive Lead Independent Trustee |
| More |
First |
First Trust Specialty Benchmark Summation
Operator |
The output start index for this execution was zero with a total number of output elements of sixty-one. First Trust Specialty Price Series Summation is a cross summation of First Trust price series and its benchmark/peer.
First Trust Notable Stakeholders
A First Trust stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as First Trust often face trade-offs trying to please all of them. First Trust's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting First Trust's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
| James Bowen | Executive Chairman and Member of Executive Committee | Profile | |
| Daniel Lindquist | Vice President | Profile | |
| James Dykas | Chief Financial Officer, Chief Accounting Officer, Treasurer | Profile | |
| Donald Swade | Chief Financial Officer, Chief Accounting Officer, Treasurer | Profile | |
| Richard Erickson | Lead Independent Trustee | Profile | |
| Niel Nielson | Lead Independent Trustee | Profile | |
| Robert Keith | Lead Independent Trustee | Profile | |
| Denise Keefe | Trustee | Profile | |
| Kristi Maher | Chief Compliance Officer and Assistant Secretary | Profile | |
| Thomas Kadlec | Independent Trustee | Profile | |
| W Jardine | Secretary, Chief Legal Officer | Profile |
About First Trust Management Performance
The success or failure of an entity such as First Trust Specialty often depends on how effective the management is. First Trust management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of First management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the First management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
First Trust Specialty Finance and Financial Opportunities Fund is a closed-ended equity mutual fund launched and managed by First Trust Advisors L.P. It is co-managed by Confluence Investment Management LLC. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating in the specialty finance and other financial sectors. The fund primarily invests in value stocks of companies, as well as in Business Development Companies, REITs, and other mortgage related securities. It employs fundamental analysis to create its portfolio. The fund benchmarks the performance of its portfolio against a composite benchmark comprised of 70 percent Wells Fargo BDC Index, 20 percent FTSE NAREIT Mortgage REIT Index, and 10 percent SP SmallCap Financials Index. It was formerly known as First TrustGallatin Specialty Finance and Financial Opportunities Fund. First Trust Specialty Finance and Financial Opportunities Fund was formed on March 20, 2007 and domiciled in the United States.
Please note that past performance is not an indicator of the future performance of First Trust, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future.
Other Information on Investing in First Fund
First Trust financial ratios help investors to determine whether First Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in First with respect to the benefits of owning First Trust security.
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