First Trust Energy Asset Managers
FENDelisted Fund | USD 14.09 0.02 0.14% |
First Trust is run by 10 fund managers with a total tenure of about 109 years, averaging roughly 10.0 years of service per executive, having 1.4 employees per reported executive. Fund managers are in charge of implementing First Trust Energy 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 Chairman of the Board of Trustees |
Richard Erickson Executive Lead Independent Trustee |
First |
First Trust Net Asset Comparison
First Trust Energy is one of the top funds in net asset among similar funds. Total Asset Under Management (AUM) of Asset Management category is currently estimated at about 11.96 Billion. First Trust holds roughly 469.47 Million in net asset claiming about 4% of funds in Asset Management category.
The company has Net Profit Margin of 989.03 %, which may imply that it executes well on its competitive polices and has reasonable control over its expenses and variable costs. This is very large. In the same way, it shows Net Operating Margin of 30.76 %, which entails that for every 100 dollars of revenue, it generated $30.76 of operating income. 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 | Chairman of the Board of Trustees | Profile | |
Daniel Lindquist | Vice President | Profile | |
James Dykas | CFO, Chief Accounting Officer and 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 | |
Kristi Maher | Chief Compliance Officer and Assistant Secretary | Profile | |
Thomas Kadlec | Lead 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 Energy 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 Energy Income and Growth Fund is a closed-ended equity mutual fund launched and managed by First Trust Advisors L.P. First Trust Energy Income and Growth Fund was formed on March 25, 2004 and is domiciled in the United States. Energy Income operates under Asset Management classification in the United States and is traded on NYSEMKT Exchange.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
First Trust Workforce Analysis
Traditionally, organizations such as First Trust use manpower efficiency calculations for various incentive schemes, employee appraisal, or as an initiative to improve the processes. However, it can also be used by investors to make long-term investment decisions. The trends in the profit per employee or revenue per employee are measured by net income or revenue divided by the current number of full-time employees over a given time interval. Because workforce needs differ across sectors, these ratios could be used to compare First Trust within its industry.First Trust Manpower Efficiency
Return on First Trust Manpower
Revenue Per Employee | 421.4K | |
Revenue Per Executive | 590K | |
Net Income Per Employee | 4.2M | |
Net Income Per Executive | 5.8M |
Check 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 income. You can also try the Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.
Other Consideration for investing in First Fund
If you are still planning to invest in First Trust Energy 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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