James Bowen - First Trust Chairman of the Board of Trustee
| FPLDelisted Fund | USD 6.38 0.09 1.43% |
Mr. James A. Bowen serves as Chairman of the Board of the First Trust New Opportunities MLP Energy Fund. He was Chief Executive Officer of First Trust Advisors and First Trust Portfolios L.P. Until January 23, 2012, he served as President and Chief Executive Officer of the First Trust Funds. Mr. Bowen also serves on the Executive Committee. He has over 31 years of experience in the investment company business in sales, sales management and executive management. Mr. Bowen has served as a Trustee of each Fund since its inception and of the First Trust Funds since 1999. On September 5, 2014, Mr. Bowen transferred to Susan R. Bowen 13 Units of Grace Partners of DuPage L.P., an Illinois limited partnership and the limited partner of First Trust Advisors, pursuant to a court order.
| Age | 65 |
| Tenure | 20 years |
| Phone | 203-349-8232 |
| Web | https://www.ftportfolios.com/Retail/Cef/CefSummary.aspx?Ticker=FPL |
James Bowen Latest Insider Activity
Tracking and analyzing the buying and selling activities of James Bowen against First Trust fund is an integral part of due diligence when investing in First Trust. James Bowen 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.
James Bowen over a week ago Acquisition by James Bowen of 250 shares of FAM at 16.95 subject to Rule 16b-3 | ||
James Bowen over three months ago Acquisition by James Bowen of 250 shares of First TrustAberdeen at 17.07 subject to Rule 16b-3 | ||
James Bowen over six months ago Acquisition by James Bowen of 500 shares of First Trust at 15.42 subject to Rule 16b-3 | ||
James Bowen over six months ago Acquisition by James Bowen of 250 shares of First Trust at 12.92 subject to Rule 16b-3 |
First Trust Management Performance (%)
Similar Money Managers
| Showing other executives | One Year Return | ||
| Steven Pruchansky | John Hancock Income | 76 | |
| Richard Cavanagh | Blackrock Enhanced Capital | 75 | |
| John Boyer | Voya Global Equity | 66 | |
| John Kavanaugh | MFS Municipal Income | 65 | |
| Terence Toth | Nuveen California Select | 62 | |
| Jerry Swank | NXG NextGen Infrastructure | 73 | |
| William McClayton | DWS Municipal Income | 76 | |
| Christian Strenger | European Equity Closed | 77 | |
| Karen Robards | Blackrock Munivest | 71 | |
| Karen Robards | Blackrock Enhanced Capital | 71 | |
| William Park | Eaton Vance Floating | 74 | |
| George Gorman | Eaton Vance Floating | 69 | |
| Keith Fox | DWS Municipal Income | 66 | |
| Colleen Baldwin | Voya Global Equity | 59 | |
| William Park | Eaton Vance National | 74 | |
| Hassell McClellan | John Hancock Income | 75 | |
| John Kavanaugh | MFS Investment Grade | 65 | |
| Richard Cavanagh | Blackrock Munivest | 75 | |
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.
| Shares Outstanding | 24.77 M | |||
| Shares Owned By Insiders | 18.17 % | |||
| Shares Owned By Institutions | 34.58 % | |||
| Number Of Shares Shorted | 29.13 K | |||
| Price To Earning | 5.47 X | |||
| Short Ratio | 0.28 X | |||
| Earnings Per Share | 1.20 X | |||
| Number Of Employees | 11 | |||
| Beta | 1.21 | |||
| Market Capitalization | 160.98 M |
Building efficient market-beating portfolios requires time, education, and a lot of computing power!
The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
Try AI Portfolio ArchitectCheck out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any fund could be closely tied with the direction of predictive economic indicators such as signals in american community survey. You can also try the Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.
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.
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments |