Richard Erickson - First Trust Lead Independent Trustee
FPLDelisted Fund | USD 6.38 0.09 1.43% |
Dr. Richard E. Erickson M.D. serves as Lead Independent Trustee of First Trust New Opportunities MLP Energy Fund. He is an orthopedic surgeon and President of Wheaton Orthopedics. He also was a coowner and director of a fitness center and a limited partner of two real estate companies. Dr. Erickson has served as a Trustee of each Fund since its inception and of the First Trust Funds since 1999. Dr. Erickson has also served as the Lead Independent Trustee, Chairman of the Nominating and Governance Committee, Chairman of the Valuation Committee and Chairman of the Audit Committee of the First Trust Funds. He is Member, Sportsmed LC .
Age | 69 |
Tenure | 4 years |
Phone | 203-349-8232 |
Web | https://www.ftportfolios.com/Retail/Cef/CefSummary.aspx?Ticker=FPL |
Richard Erickson Latest Insider Activity
Tracking and analyzing the buying and selling activities of Richard Erickson against First Trust fund is an integral part of due diligence when investing in First Trust. Richard Erickson 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.
Richard Erickson over a week ago Acquisition by Richard Erickson of 232 shares of FAM at 16.77 subject to Rule 16b-3 | ||
Richard Erickson over six months ago Acquisition by Richard Erickson of 100 shares of First Trust at 19.59 subject to Rule 16b-3 |
First Trust Management Performance (%)
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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 |
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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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