Daniel Lindquist
Corporate Officer/Principal chez FIRST TRUST ENHANCED EQUITY INCOME FUND
Fortune : 85 786 $ au 31/03/2024
Profil
Daniel Joel Lindquist's current job(s) include being the Chairman of the Investment Committee & MD at First Trust Advisors LP since 2011, the Managing Director at First Trust Portfolios LP since 2005, and the Vice President at Macquarie since 2005.
His former job(s) include being a Vice President at First Trust from 2005 to 2010, a Vice President at First Trust from 2005 to 2010, a Vice President at First Trust Strategic High Income Fund from 2005 to 2011, and a Vice President at First Trust Strategic High Income Fund III from 2006 to 2011.
He also served as the Chief Operating Officer at Samaritan Asset Management Services, Inc. from 2000 to 2004 and at Mina Capital Management LLC in 2004.
Mr. Lindquist holds an MBA from The University of Chicago and an undergraduate degree from Wheaton College (Illinois).
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
| 08/04/2024 | 5 900 ( 0,02% ) | 85 786 $ | 31/03/2024 |
Postes actifs de Daniel Lindquist
| Sociétés | Poste | Début |
|---|---|---|
| FIRST TRUST/ABRDN EMERGING OPPORTUNITY FUND | Corporate Officer/Principal | 24/03/2010 |
| FIRST TRUST/ABRDN GLOBAL OPPORTUNITY INCOME FUND | Corporate Officer/Principal | 24/03/2010 |
| FIRST TRUST MORTGAGE INCOME FUND | Corporate Officer/Principal | 12/12/2005 |
| FIRST TRUST SPECIALTY FINANCE AND FINANCIAL OPPORTUNITIES FUND | Corporate Officer/Principal | 24/03/2010 |
| FIRST TRUST ENERGY INCOME AND GROWTH FUND | Corporate Officer/Principal | 24/03/2010 |
| MACQUARIE/FIRST TRUST GLOBAL INFRASTRUCTURE/UTILITIES DIVIDEND & INCOME FUND | Corporate Officer/Principal | 24/03/2010 |
| FIRST TRUST HIGH INCOME LONG/SHORT FUND | Corporate Officer/Principal | 11/10/2010 |
| FIRST TRUST SENIOR FLOATING RATE INCOME FUND II | Corporate Officer/Principal | 21/10/2010 |
| FIRST TRUST ENERGY INFRASTRUCTURE FUND | Corporate Officer/Principal | 02/03/2011 |
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Anciens postes connus de Daniel Lindquist
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Formation de Daniel Lindquist
| The University of Chicago | Masters Business Admin |
| Wheaton College (Illinois) | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 29 |
|---|---|
First Trust Advisors LP
 First Trust Advisors LP Investment ManagersFinance First Trust Advisors LP (FTA) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 1991 and is a direct subsidiary of Grace Partners of Dupage LP. Their general partner is The Charger Corp. FTA provides discretionary investment management services to institutional and individual clients who principally include open and closed-end mutual funds, collective investment funds (CIFs), exchange-traded funds, variable annuity sub-accounts and funds in countries other than the US. Investment management services are offered to individual clients through separate managed accounts (SMAs), either directly or through wrap fee programs sponsored by unaffiliated investment advisors. | Finance |
First Trust/Four Corners Senior Floating Rate Income Fund
 First Trust/Four Corners Senior Floating Rate Income Fund Investment Trusts/Mutual FundsMiscellaneous First Trust/Four Corners Senior Floating Rate Income Fund is a diversified, closed-end management investment company. The company's investment objectives include: seek a high level of current income and preserve capital. The company was founded on May 13, 2003 and is headquartered in Wheaton, IL. | Miscellaneous |
Macquarie/First Trust Global Infra/Util Dividend & Income Fd
 Macquarie/First Trust Global Infra/Util Dividend & Income Fd Investment Trusts/Mutual FundsMiscellaneous Macquarie/First Trust Global Infra/Util Dividend & Income Fd operates as a closed-end investment fund. Its investment objective is to seek a high level of current return consisting of dividends, interest, and other similar income while attempting to preserve capital. The company was founded on March 25, 2004 and is headquartered in Wheaton, IL. | Miscellaneous |
| First Trust/Four Corners Senior Floating Rate Income Fund II | Miscellaneous |
First Trust Energy Income & Growth Fund
 First Trust Energy Income & Growth Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Energy Income & Growth Fund is closed-end management investment company. It engages in seeking after-tax total return with an emphasis on current distributions paid to shareholders. The firm is also involved in the providing its shareholders with a vehicle to invest in a portfolio of cash-generating securities of energy companies. The company was founded on March 25, 2004 and is headquartered in Wilton. CT. | Miscellaneous |
First Trust Enhanced Equity Income Fund
 First Trust Enhanced Equity Income Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Enhanced Equity Income Fund is a closed-end management investment fund. It engages in the business of investing in a diversified portfolio of equity securities. The company was founded on May 20, 2004 and is headquartered in Wheaton, IL. | Miscellaneous |
First Trust/abrdn Global Opportunity Income Fund
 First Trust/abrdn Global Opportunity Income Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Aberdeen Global Opportunity Income Fund is a closed-end management investment fund. Its investment objective is to pursue a high level of current income and capital appreciation. The company was founded in 2004 and is headquartered in Wheaton, IL. | Miscellaneous |
First Trust Mortgage Income Fund
 First Trust Mortgage Income Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Mortgage Income Fund is a diversified, closed-end management investment company. The firm's primary investment objective is to seek a high level of current income. Its secondary objective will seek to preserve capital. The company was founded on February 22, 2005 and is headquartered in Wheaton, IL. | Miscellaneous |
First Trust Strategic High Income Fund
 First Trust Strategic High Income Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Strategic High Income Fund is a diversified, closed-end management investment company. The fund's primary investment objective is to seek a high level of current income. The fund seeks capital growth as a secondary objective. The fund will seek to achieve its investment objectives by investing in a diversified portfolio of below-investment grade and investment grade debt securities, and equity securities that the investment sub-advisor believes offer attractive yield and capital appreciation potential. The company was founded on July 26, 2005 and is headquartered in Wheaton, IL | Miscellaneous |
First Trust Strategic High Income Fund II
 First Trust Strategic High Income Fund II Investment Trusts/Mutual FundsMiscellaneous First Trust Strategic High Income Fund II is a closed-end management investment company. Its investment objective is to seek a high level of current income. The company invests in a diversified portfolio of below-investment grade and investment grade debt securities, and equity securities that the investment capital appreciation potential. First Trust Strategic High Income Fund II was founded on March 28, 2006 and is headquartered in Wheaton, IL. | Miscellaneous |
First Trust/abrdn Emerging Opportunity Fund
 First Trust/abrdn Emerging Opportunity Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Aberdeen Emerging Opportunity Fund is a diversified and closed-end management investment company, which focuses on investments in a diversified portfolio of equity and fixed-income securities of issuers in emerging market countries. The company was founded on May 21, 2006 and is headquartered in Wheaton, IL. | Miscellaneous |
First Trust Strategic High Income Fund III
 First Trust Strategic High Income Fund III Investment Trusts/Mutual FundsMiscellaneous First Trust Strategic High Income Fund III is a diversified, closed-end management investment company. The fund's primary investment objective is to seek a high level of current income. The fund seeks capital growth as a secondary objective. The fund seeks to achieve its investment objectives by investing in a diversified portfolio of investment grade and investment grade debt securities, and equity securities, which offer attractive yield and/or capital appreciation potential. The Fund may invest up to 100% of its managed assets in investment grade debt securities commonly referred to as high-yield or junk bonds. The company was founded on November 14, 2006 and is headquartered in Wheaton, IL. | Miscellaneous |
First Trust Specialty Finance & Financial Opportunities Fund
 First Trust Specialty Finance & Financial Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Specialty Finance & Financial Opportunities Fund is a closed-end management investment company. It engages in the business of investing, under normal market conditions, at least eighty percent of its managed assets in a portfolio of securities of specialty finance and other financial companies that Confluence Investment Management LLC believes offer attractive opportunities for income and capital appreciation. The company was founded on March 20, 2007 and is headquartered in Wheaton, IL. | Miscellaneous |
First Trust Dividend & Income Fund
 First Trust Dividend & Income Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Dividend & Income Fund is a diversified, closed-end management investment company. Its investment objective is to seek a high level of current income and capital appreciation. The company was founded on June 14, 2007 and is headquartered in Wheaton, IL. | Miscellaneous |
First Trust High Income Long/Short Fund
 First Trust High Income Long/Short Fund Investment Trusts/Mutual FundsMiscellaneous First Trust High Income Long/Short Fund is a closed-end management investment company. It engages in the business of investing, under normal market conditions, a majority of its assets in a diversified portfolio of the United States and foreign high-yield corporate fixed-income securities of varying maturities that are rated below-investment grade at the time of purchase. The company was founded on June 18, 2010 and is headquartered in Wheaton, IL. | Miscellaneous |
First Trust Floating Rate High Income Fund
 First Trust Floating Rate High Income Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Senior Loan Plus Fund is a Closed-End Investment Fund/Investment Trust. Its primary and secondary objective investment objective is to provide high current income and of capital preservation. The company is headquartered in Wheaton, IL | Miscellaneous |
First Trust Energy Infrastructure Fund
 First Trust Energy Infrastructure Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Energy Infrastructure Fund is a non-diversified and closed-end management investment fund, which engages in the investments in companies engaged in the energy infrastructure sector. The company was founded on February 22, 2011 and is headquartered in Wheaton, IL. | Miscellaneous |
First Trust Global Equity Dividend Fund
 First Trust Global Equity Dividend Fund Investment ManagersFinance First Trust Global Equity Dividend Fund is a closed-end management investment company. Its primary investment objective is to seek current income. The fund's secondary investment objective is capital appreciation. The company was founded on October 12, 2011 and is headquartered in Wheaton, IL. | Finance |
First Trust Global Resource Solution Fund
 First Trust Global Resource Solution Fund Investment ManagersFinance First Trust Global Resource Solution Fund is a closed-end management investment company. The fund's primary investment objective is to seek current income. Its secondary objective is capital appreciation. The company was founded on October 10, 2011 and is headquartered in Wheaton, IL. | Finance |
First Trust Strategic Allocation Fund
 First Trust Strategic Allocation Fund Investment ManagersFinance First Trust Strategic Allocation Fund is a closed-end management investment company. Its primary investment objective is to seek current income. The fund's secondary investment objective is capital appreciation. The company was founded on October 10, 2011 and is headquartered in Wheaton, IL | Finance |
First Trust MLP & Energy Income Fund
 First Trust MLP & Energy Income Fund Investment Trusts/Mutual FundsMiscellaneous First Trust MLP & Energy Income Fund is a non-diversified, closed-end management investment company, which invests in a portfolio of cash-generating securities, publicly traded master limited partnerships, and MLP-related entities in the energy sector and energy utility industries. It has an objective of seeking a level of total return with an emphasis on current distributions paid to common shareholders. The company was founded on August 17, 2012 and is headquartered in Wheaton, IL. | Miscellaneous |
First Trust Intermediate Duration Preferred & Income Fund
 First Trust Intermediate Duration Preferred & Income Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Intermediate Duration Preferred & Income Fund engages in the investment current income and a secondary objective of capital appreciation. The company was founded in 1999 is headquartered in Wheaton, IL. | Miscellaneous |
First Trust New Opportunities MLP & Energy Fund
 First Trust New Opportunities MLP & Energy Fund Investment Trusts/Mutual FundsMiscellaneous First Trust New Opportunities MLP & Energy Fund is a closed-end investment fund, which engages in seeking a high level of total return with an emphasis on current distributions paid to common shareholders. The company was founded on October 15, 2013 and is headquartered in Wheaton, IL. | Miscellaneous |
First Trust Portfolios LP
 First Trust Portfolios LP Investment Banks/BrokersFinance Part of AJM Ventures LLC, First Trust Portfolios LP is a financial services company based in Wheaton, IL. The private company offers a range of investment products, including unit investment trusts, exchange-traded funds, mutual funds, and closed-end funds. The company's website provides research and commentary on available portfolios, asset allocation, and advanced portfolio searches. The company also offers target outcome investments, variable annuities, and structured investments. First Trust Portfolios is not ranked in any publication lists like the INC 5000. | Finance |
| Samaritan Asset Management Services, Inc. | |
| Mina Capital Management LLC | |
First Trust Senior Floating Rate Income Fund II
 First Trust Senior Floating Rate Income Fund II Investment Trusts/Mutual FundsMiscellaneous First Trust Senior Floating Rate Income Fund II is a diversified, closed-end management investment company. Its investment objective is to seek a high-level of current income, and preserve capital by investing primarily in a portfolio of senior secured floating-rate corporate loans. The company was founded on March 25, 2004 and is headquartered in Wheaton, IL. | Miscellaneous |
First Trust Skybridge Income Fund
 First Trust Skybridge Income Fund Financial ConglomeratesFinance First Trust Skybridge Income Fund is a non-diversified, closed-end management investment company. Its investment objective is to seek a high level of current income. The company was founded on March 3, 2020 and is headquartered in Wheaton, IL. | Finance |
| First Trust High Yield Opportunities 2027 Term Fund |
