Donald Swade - First Trust CFO

FPLDelisted Fund  USD 6.38  0.09  1.43%   
Donald Swade is Fund Manager at First Trust New
Mr. Donald P. Swade serves as Chief Financial Officer, Chief Accounting Officer, Treasurer of First Trust New Opportunities MLP Energy Fund. He is Senior Vice President, Vice President, First Trust Advisors L.P. and First Trust Portfolios L.P. Vice President, Guggenheim Funds Investment Advisors, LLCClaymore Securities, Inc.
Age 48
Tenure 8 years
Phone203-349-8232
Webhttps://www.ftportfolios.com/Retail/Cef/CefSummary.aspx?Ticker=FPL

Donald Swade Latest Insider Activity

Tracking and analyzing the buying and selling activities of Donald Swade against First Trust fund is an integral part of due diligence when investing in First Trust. Donald Swade insider activity provides valuable insight into whether First Trust is net buyers or sellers over its current business cycle. Note, First Trust insiders must abide by specific rules, including filing SEC forms every time they buy or sell First Trust'sshares to prevent insider trading or benefiting illegally from material non-public information that their positions give them access to.
 
Donald Swade over a week ago
Insider Trading

First Trust Management Performance (%)

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First Trust New Opportunities MLP Energy Fund is a closed-ended balanced mutual fund launched and managed by First Trust Advisors L.P. First Trust New Opportunities MLP Energy Fund was formed on October 15, 2013 and is domiciled in the United States. FT New operates under Asset Management classification in the United States and is traded on New York Stock Exchange. The fund is not classified under any group at the present time.

First Trust New Leadership Team

Elected by the shareholders, the First Trust's board of directors comprises two types of representatives: First Trust inside directors who are chosen from within the company, and outside directors, selected externally and held independent of First. The board's role is to monitor First Trust's management team and ensure that shareholders' interests are well served. First Trust's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, First Trust's outside directors are responsible for providing unbiased perspectives on the board's policies.
James Bowen, Chairman of the Board of Trustee
Richard Erickson, Lead Independent Trustee
Niel Nielson, Lead Independent Trustee
Robert Keith, Independent Trustee
James Dykas, CFO, Chief Accounting Officer, Treasurer
Denise Keefe, Trustee
Kristi Maher, Chief Compliance Officer, Assistant Secretary
Daniel Lindquist, Vice President
Donald Swade, Chief Financial Officer, Chief Accounting Officer, Treasurer
Thomas Kadlec, Lead Independent Trustee
W Jardine, Secretary, Chief Legal Officer

First Fund Performance Indicators

The ability to make a profit is the ultimate goal of any investor. But to identify the right fund is not an easy task. Is First Trust a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.

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Other Consideration for investing in First Fund

If you are still planning to invest in First Trust New check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the First Trust's history and understand the potential risks before investing.
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