| FIRST TRUST ENHANCED EQUITY INCOME FUND |
2008-03-21 |
James A. Bowen(1) President, Chairman of the Board, Chief Executive Officer and Trustee Since 2004 President, First Trust Advisors L.P. and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company/Broker-Dealer) and Stonebridge Advisors LLC (Investment Adviser) |
He is President of First Trust Advisors L.P. and Chairman of the Board of Directors of BondWave LLC, a Software Development Company/Broker-Dealer. |
| FIRST TRUST ENHANCED EQUITY INCOME FUND |
2009-03-25 |
James A. Bowen is President, Chairman of the Board, Chief Executive Officer and Trustee. He is President, First Trust Advisors L.P. and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company/Broker-Dealer/Investment Adviser) and Stonebridge Advisors LLC (Investment Adviser). |
He is Chairman of the Board and President of First Trust Advisors L.P. and Chairman of the Board of Directors of BondWave LLC, a software development company. |
| FIRST TRUST ENHANCED EQUITY INCOME FUND |
2010-03-22 |
James A. Bowen is President, First Trust Advisors L.P. and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company/Investment Advisor) and Stonebridge Advisors LLC (Investment Advisor) |
He is Chairman of the Board of Directors of BondWave LLC, a Software Development Company/Investment Advisor, indicating involvement in software development. |
| FIRST TRUST ENHANCED EQUITY INCOME FUND |
2011-03-25 |
Chief Executive Officer (December 2010 to Present), President (until December 2010), First Trust Advisors L.P. and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC Software Development Company/Investment Advisor |
James A. Bowen is Chairman of the Board of Directors of BondWave LLC, a Software Development Company/Investment Advisor, indicating involvement in software development. |
| FIRST TRUST ENHANCED EQUITY INCOME FUND |
2012-03-16 |
Chief Executive Officer (December 2010 to Present), President (until December 2010), First Trust Advisors L.P. and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company/Investment Advisor) |
He is Chairman of the Board of Directors of BondWave LLC, a Software Development Company/Investment Advisor, indicating involvement in software development. |
| FIRST TRUST ENHANCED EQUITY INCOME FUND |
2013-03-19 |
James A. Bowen is Chief Executive Officer of First Trust Advisors and First Trust Portfolios L.P. and, until January 23, 2012, also served as President and Chief Executive Officer of the First Trust Funds. Mr. Bowen is involved in the day-to-day management of the First Trust Funds and serves on the Executive Committee. He has over 29 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. ... Chief Executive Officer (December 2010 to Present), President (until December 2010), First Trust Advisors L.P. and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company/Investment Advisor) and Stonebridge Advisors LLC (Investment Advisor) |
He is Chairman of the Board of Directors of BondWave LLC, which is described as a Software Development Company/Investment Advisor, indicating involvement in software development. |
| FIRST TRUST ENHANCED EQUITY INCOME FUND |
2014-03-12 |
Chief Executive Officer (December 2010 to Present), President (until December 2010), First Trust Advisors L.P. and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company/Investment Advisor) |
He is Chairman of the Board of Directors of BondWave LLC, a Software Development Company/Investment Advisor, indicating involvement in software development. |
| FIRST TRUST ENHANCED EQUITY INCOME FUND |
2015-03-09 |
Chief Executive Officer (December 2010 to Present), President (until December 2010), First Trust Advisors L.P. and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company/Investment Advisor) |
He is Chairman of the Board and CEO of First Trust Advisors and Chairman of the Board of Directors of BondWave LLC, a Software Development Company/Investment Advisor, indicating software-related technical skills. |
| FIRST TRUST ENHANCED EQUITY INCOME FUND |
2016-03-09 |
James A. Bowen(1) Chairman of the Board and Trustee Chief Executive Officer, First Trust Advisors L.P. and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company/Investment Advisor) |
He is Chairman of the Board and CEO of First Trust Advisors L.P. and First Trust Portfolios L.P., and Chairman of the Board of Directors of BondWave LLC, a Software Development Company/Investment Advisor. |
| FIRST TRUST ENHANCED EQUITY INCOME FUND |
2017-03-09 |
James A. Bowen(1) Chairman of the Board Chief Executive Officer, First Trust Advisors L.P. and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company) and Stonebridge Advisors LLC (Investment Advisor) |
He is Chairman of the Board of Directors of BondWave LLC, a Software Development Company, indicating software-related technical skills. |
| FIRST TRUST ENHANCED EQUITY INCOME FUND |
2018-03-12 |
James A. Bowen is Chief Executive Officer, First Trust Advisors L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company). |
James A. Bowen is Chief Executive Officer of First Trust Advisors L.P. and Chairman of the Board of Directors of BondWave LLC, a software development company, indicating involvement in software development at an executive level. |
| FIRST TRUST ENHANCED EQUITY INCOME FUND |
2020-03-11 |
James A. Bowen is Chairman of the Board of the First Trust Funds and Chief Executive Officer of First Trust Advisors and First Trust Portfolios L.P. He is Chairman of the Board of Directors, BondWave LLC (Software Development Company). |
He is Chairman of the Board of Directors of BondWave LLC, a software development company, indicating involvement in software development. |
| FIRST TRUST ENHANCED EQUITY INCOME FUND |
2021-03-18 |
James A. Bowen is the Chairman of the Board of the First Trust Funds and Chief Executive Officer of First Trust Advisors and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company) and Stonebridge Advisors LLC (Investment Advisor) |
He is CEO of First Trust Advisors and Chairman of the Board of Directors of BondWave LLC, a software development company, indicating involvement in software development at an executive level. |
| FIRST TRUST ENHANCED EQUITY INCOME FUND |
2022-03-10 |
Chief Executive Officer, First Trust Advisors L.P. and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company) and Stonebridge Advisors LLC (Investment Advisor) |
He is Chairman of the Board of Directors of BondWave LLC, a Software Development Company, indicating involvement in software development. |
| FIRST TRUST ENHANCED EQUITY INCOME FUND |
2023-03-08 |
James A. Bowen is Chief Executive Officer, First Trust Advisors L.P. and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company) and Stonebridge Advisors LLC (Investment Advisor). |
He is the CEO of First Trust Advisors and Chairman of the Board of Directors of BondWave LLC, a software development company, indicating involvement in software development at a leadership level. However, the filing does not explicitly state programming skills, but his role at a software company suggests relevant technical background. |
| FIRST TRUST ENHANCED EQUITY INCOME FUND |
2024-03-20 |
Chief Executive Officer, First Trust Advisors L.P. and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company) |
CEO of First Trust Advisors and Chairman of the Board of Directors of BondWave LLC, a software development company, indicating involvement in software development. |
| FIRST TRUST ENHANCED EQUITY INCOME FUND |
2025-03-13 |
Chief Executive Officer, First Trust Advisors L.P. and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company) and Stonebridge Advisors LLC (Investment Advisor) |
He is Chairman of the Board of Directors of BondWave LLC, a Software Development Company, indicating direct involvement in software development. |
| FIRST TRUST MORTGAGE INCOME FUND |
2008-03-21 |
James A. Bowen... President, First Trust Advisors L.P. and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company/Broker-Dealer) |
He is President of First Trust Advisors L.P. and Chairman of the Board of Directors of BondWave LLC, a Software Development Company/Broker-Dealer, indicating involvement in software development. |
| FIRST TRUST MORTGAGE INCOME FUND |
2009-03-25 |
James A. Bowen is President, Chairman of the Board, Chief Executive Officer and Trustee. He is President, First Trust Advisors L.P. and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company/Broker-Dealer/Investment Adviser) and Stonebridge Advisors LLC (Investment Adviser). |
He is Chairman of the Board and President of First Trust Advisors L.P. and Chairman of the Board of Directors of BondWave LLC, a Software Development Company/Broker-Dealer/Investment Adviser, indicating software-related technical skills. |
| FIRST TRUST MORTGAGE INCOME FUND |
2010-03-22 |
James A. Bowen is President, First Trust Advisors L.P. and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company/Investment Advisor) |
He is Chairman of the Board of Directors of BondWave LLC, a Software Development Company/Investment Advisor, indicating software-related technical skills. |
| FIRST TRUST MORTGAGE INCOME FUND |
2011-03-25 |
Chairman of the Board of Directors, BondWave LLC Software Development Company/Investment Advisor |
James A. Bowen is Chairman of the Board of Directors of BondWave LLC, a Software Development Company/Investment Advisor, indicating involvement in software development. |
| FIRST TRUST MORTGAGE INCOME FUND |
2012-03-16 |
James A. Bowen
Chairman of the Board and Trustee
Chief Executive Officer (December 2010 to Present),
President (until December 2010), First Trust Advisors L.P. and First Trust Portfolios L.P.; Chairman
of the Board of Directors, BondWave LLC (Software
Development
Company/Investment Advisor) |
He is Chairman of the Board and CEO of First Trust Advisors L.P. and Chairman of the Board of Directors of BondWave LLC, a Software Development Company/Investment Advisor. |
| FIRST TRUST MORTGAGE INCOME FUND |
2013-03-19 |
James A. Bowen is Chief Executive Officer of First Trust Advisors and First Trust Portfolios L.P. and, until January 23, 2012, also served as President and Chief Executive Officer of the First Trust Funds. Mr. Bowen is involved in the day-to-day management of the First Trust Funds and serves on the Executive Committee. He has over 29 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. ... Chief Executive Officer (December 2010 to Present), President (until December 2010), First Trust Advisors L.P. and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company/Investment Advisor) and Stonebridge Advisors LLC (Investment Advisor) |
He is Chairman of the Board of Directors of BondWave LLC, a Software Development Company/Investment Advisor, indicating involvement in software development. |
| FIRST TRUST MORTGAGE INCOME FUND |
2014-03-12 |
James A. Bowen... Chairman of the Board of Directors, BondWave LLC (Software Development Company/Investment Advisor) |
He is Chairman of the Board of Directors of BondWave LLC, a Software Development Company/Investment Advisor, indicating involvement in software development. |
| FIRST TRUST MORTGAGE INCOME FUND |
2015-03-09 |
James A. Bowen is Chairman of the Board of the First Trust Funds and Chief Executive Officer of First Trust Advisors and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company/Investment Advisor) |
He is Chairman of the Board and CEO of First Trust Advisors and Chairman of the Board of Directors of BondWave LLC, a Software Development Company/Investment Advisor. |
| FIRST TRUST MORTGAGE INCOME FUND |
2016-03-09 |
James A. Bowen is Chairman of the Board of the First Trust Funds and Chief Executive Officer of First Trust Advisors and First Trust Portfolios L.P. Mr. Bowen also serves on the Executive Committee. He has over 32 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. ... Chairman of the Board of Directors, BondWave LLC (Software Development Company/Investment Advisor) |
He is Chairman of the Board and CEO of First Trust Advisors L.P. and Chairman of the Board of Directors of BondWave LLC, a Software Development Company/Investment Advisor. |
| FIRST TRUST MORTGAGE INCOME FUND |
2017-03-09 |
James A. Bowen(1) Chairman of the Board Chief Executive Officer, First Trust Advisors L.P. and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company) and Stonebridge Advisors LLC (Investment Advisor) |
He is Chairman of the Board of Directors of BondWave LLC, a Software Development Company, indicating software-related technical skills. |
| FIRST TRUST MORTGAGE INCOME FUND |
2018-03-19 |
James A. Bowen is Chairman of the Board of First Trust Advisors L.P. and Chairman of the Board of Directors, BondWave LLC (Software Development Company). |
James A. Bowen is Chairman of the Board and CEO of First Trust Advisors and Chairman of the Board of Directors of BondWave LLC, a software development company, indicating software-related technical skills. |
| FIRST TRUST MORTGAGE INCOME FUND |
2019-03-04 |
James A. Bowen is Chief Executive Officer of First Trust Advisors L.P. and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company) and Stonebridge Advisors LLC (Investment Advisor). |
He is Chairman of the Board of Directors of BondWave LLC, a software development company, indicating involvement in software development. |
| FIRST TRUST MORTGAGE INCOME FUND |
2020-03-11 |
James A. Bowen is the Chairman of the Board of the First Trust Funds and Chief Executive Officer of First Trust Advisors L.P. and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company) and Stonebridge Advisors LLC (Investment Advisor) |
He is Chief Executive Officer of First Trust Advisors L.P. and Chairman of the Board of Directors of BondWave LLC, a software development company, indicating involvement in software development at an executive level. |
| FIRST TRUST MORTGAGE INCOME FUND |
2021-03-18 |
James A. Bowen is the Chairman of the Board of the First Trust Funds and Chief Executive Officer of First Trust Advisors and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company) and Stonebridge Advisors LLC (Investment Advisor) |
He is CEO of First Trust Advisors and Chairman of the Board of Directors of BondWave LLC, a software development company, indicating involvement in software development at an executive level. |
| FIRST TRUST MORTGAGE INCOME FUND |
2022-03-10 |
Chief Executive Officer, First Trust Advisors L.P. and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company) and Stonebridge Advisors LLC (Investment Advisor) |
He is Chairman of the Board of Directors of BondWave LLC, a Software Development Company, indicating involvement in software development. |
| FIRST TRUST MORTGAGE INCOME FUND |
2023-03-08 |
James A. Bowen is Chief Executive Officer, First Trust Advisors L.P. and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company) and Stonebridge Advisors LLC (Investment Advisor). |
He is the CEO of First Trust Advisors and Chairman of the Board of Directors of BondWave LLC, a software development company, indicating involvement in software development leadership. However, no direct programming skills are explicitly stated, but his leadership role in a software company suggests relevant technical background. |
| FIRST TRUST MORTGAGE INCOME FUND |
2025-03-13 |
Chief Executive Officer, First Trust Advisors L.P. and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company) and Stonebridge Advisors LLC (Investment Advisor) |
He is Chairman of the Board of Directors of BondWave LLC, a Software Development Company, indicating direct involvement in software development. |
| FIRST TRUST SENIOR FLOATING RATE INCOME FUND II |
2006-08-10 |
James A. Bowen(1) President, 1 Year President, First Trust 33 Trustee of
1001 Warrenville Road Chairman of Portfolios L.P. and Wheaton College
Suite 300 the Board, First Trust Advisors
Lisle, IL 60532 Chief Since Fund L.P.; Chairman of the
D.O.B.: 9/55 Executive Inception Board, BondWave LLC
Officer and (Software Development
Trustee Company/Broker-Dealer) and
Stonebridge Advisors LLC |
He is Chairman of the Board and President of First Trust Advisors L.P. and Chairman of the Board of BondWave LLC, a Software Development Company/Broker-Dealer, indicating involvement in software development. |
| FIRST TRUST SENIOR FLOATING RATE INCOME FUND II |
2006-08-10 |
President, First Trust Portfolios L.P. and First Trust Advisors L.P.; Chairman of the Board, BondWave LLC (Software Development Company/Broker-Dealer) |
He is Chairman of the Board and President of First Trust Advisors L.P. and Chairman of the Board of BondWave LLC, a Software Development Company/Broker-Dealer, indicating involvement in software development. |
| FIRST TRUST SENIOR FLOATING RATE INCOME FUND II |
2007-08-06 |
President, First Trust Advisors L.P. and First Trust Portfolios L.P.; Chairman of the Board, BondWave LLC (Software Development Company/Broker-Dealer) |
He is President of First Trust Advisors L.P. and Chairman of the Board of BondWave LLC, a Software Development Company/Broker-Dealer, indicating involvement in software development. |
| FIRST TRUST SENIOR FLOATING RATE INCOME FUND II |
2007-08-06 |
James A. Bowen(1) President, Chairman of President, First Trust 54 Trustee of
1001 Warrenville Road Chairman of Advisors L.P. and First Wheaton College
Suite 300 the Board, Since Fund Trust Portfolios L.P.;
Lisle, IL 60532 Chief Inception Chairman of the Board,
DOB: 9/55 Executive BondWave LLC (Software
Officer and Development
Trustee Company/Broker-Dealer) and
Stonebridge Advisors LLC
(Investment Adviser) |
He is Chairman of the Board and President of First Trust Advisors L.P. and Chairman of the Board of BondWave LLC, a Software Development Company/Broker-Dealer, indicating involvement in software development. |
| FIRST TRUST SENIOR FLOATING RATE INCOME FUND II |
2008-08-08 |
President, First Trust Advisors L.P. and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company/Broker-Dealer) |
He is President of First Trust Advisors L.P. and Chairman of the Board of Directors of BondWave LLC, a Software Development Company/Broker-Dealer, indicating involvement in software development. |
| FIRST TRUST SENIOR FLOATING RATE INCOME FUND II |
2008-08-08 |
President, First Trust Advisors L.P. and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company/Broker-Dealer) |
He is President of First Trust Advisors L.P. and Chairman of the Board of Directors of BondWave LLC, a Software Development Company/Broker-Dealer, indicating involvement in software development. |
| FIRST TRUST SENIOR FLOATING RATE INCOME FUND II |
2009-08-18 |
President, First Trust Advisors L.P. and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company/Investment Adviser) |
He is President of First Trust Advisors L.P. and Chairman of the Board of Directors of BondWave LLC, a Software Development Company/Investment Adviser. |
| FIRST TRUST SENIOR FLOATING RATE INCOME FUND II |
2009-08-18 |
President, First Trust Advisors L.P. and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company/Investment Adviser) |
He is President of First Trust Advisors L.P. and Chairman of the Board of Directors of BondWave LLC, a Software Development Company/Investment Adviser. |
| FIRST TRUST SENIOR FLOATING RATE INCOME FUND II |
2010-10-19 |
President, First Trust Advisors L.P. and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company/Investment Advisor) and Stonebridge Advisors LLC (Investment Advisor) |
He is Chairman of the Board of Directors of BondWave LLC, a Software Development Company/Investment Advisor, indicating involvement in software development. |
| FIRST TRUST SENIOR FLOATING RATE INCOME FUND II |
2011-08-10 |
Chairman of the Board of Directors, BondWave LLC (Software Development Company/Investment Advisor) |
He is Chairman of the Board of Directors of BondWave LLC, a Software Development Company/Investment Advisor, indicating involvement in software development. |
| FIRST TRUST SENIOR FLOATING RATE INCOME FUND II |
2012-08-02 |
Chairman of the Board of Directors, BondWave LLC (Software Development Company/Investment Advisor) |
He is Chairman of the Board of Directors of BondWave LLC, a Software Development Company/Investment Advisor, indicating involvement in software development. |
| FIRST TRUST SENIOR FLOATING RATE INCOME FUND II |
2013-08-12 |
Chairman of the Board of Directors, BondWave LLC (Software Development Company/Investment Advisor) |
He is Chairman of the Board of Directors of BondWave LLC, which is described as a Software Development Company/Investment Advisor, indicating involvement in software development. |
| FIRST TRUST SENIOR FLOATING RATE INCOME FUND II |
2014-08-12 |
James A. Bowen is the Chaiman of the Board of the Fund and of the First Trust Funds and Chief Executive Officer of First Trust Advisors and First Trust Portfolios L.P. ... Chairman of the Board of Directors, BondWave LLC (Software Development Company/Investment Advisor) |
He is Chairman of the Board and CEO of First Trust Advisors and Chairman of the Board of Directors of BondWave LLC, a Software Development Company/Investment Advisor. |
| FIRST TRUST SENIOR FLOATING RATE INCOME FUND II |
2015-08-10 |
James A. Bowen is the Chaiman of the Board of the Fund and of the First Trust Funds and Chief Executive Officer of First Trust Advisors and First Trust Portfolios L.P.... Chairman of the Board of Directors, BondWave LLC (Software Development Company/Investment Advisor) |
He is Chairman of the Board and CEO of First Trust Advisors and First Trust Portfolios L.P., and Chairman of the Board of Directors of BondWave LLC, a Software Development Company/Investment Advisor. |
| FIRST TRUST SENIOR FLOATING RATE INCOME FUND II |
2016-08-08 |
Chief Executive Officer, First Trust Advisors L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company/Investment Advisor) |
He is Chairman of the Board of Directors of BondWave LLC, a Software Development Company/Investment Advisor, indicating involvement in software development. |
| FIRST TRUST SENIOR FLOATING RATE INCOME FUND II |
2017-08-08 |
Chief Executive Officer, First Trust Advisors L.P. and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company) |
He is Chairman of the Board and CEO of First Trust Advisors L.P. and First Trust Portfolios L.P., and Chairman of the Board of Directors of BondWave LLC, a Software Development Company, indicating involvement in software development. |
| FIRST TRUST SENIOR FLOATING RATE INCOME FUND II |
2018-08-07 |
James A. Bowen is the Chairman of the Board of the First Trust Funds and Chief Executive Officer of First Trust Advisors and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company) |
He is CEO of First Trust Advisors and Chairman of the Board of Directors of BondWave LLC, a software development company, indicating involvement in software development at an executive level. |
| FIRST TRUST SENIOR FLOATING RATE INCOME FUND II |
2019-08-05 |
James A. Bowen is Chief Executive Officer, First Trust Advisors L.P. and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company) |
He is CEO of First Trust Advisors and Chairman of the Board of Directors of BondWave LLC, a software development company, indicating involvement in software development at an executive level. |
| FIRST TRUST SENIOR FLOATING RATE INCOME FUND II |
2020-08-10 |
James A. Bowen is Chairman of the Board of the First Trust Funds and Chief Executive Officer of First Trust Advisors L.P. and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company) |
He is Chairman of the Board and CEO of First Trust Advisors L.P. and Chairman of the Board of Directors of BondWave LLC, a software development company, indicating involvement in software development. |
| FIRST TRUST SENIOR FLOATING RATE INCOME FUND II |
2021-08-09 |
James A. Bowen is the Chairman of the Board of the First Trust Funds and Chief Executive Officer of First Trust Advisors and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company) and Stonebridge Advisors LLC (Investment Advisor) |
James A. Bowen is Chief Executive Officer of First Trust Advisors L.P. and Chairman of the Board of Directors of BondWave LLC, a software development company, indicating involvement in software development at a leadership level. However, the filing does not explicitly state programming skills, but his role in a software company suggests relevant technical background. |
| FIRST TRUST SENIOR FLOATING RATE INCOME FUND II |
2022-08-12 |
Chief Executive Officer, First Trust Advisors L.P. and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company) and Stonebridge Advisors LLC (Investment Advisor) |
James A. Bowen is the Chief Executive Officer of First Trust Advisors L.P. and Chairman of the Board of Directors of BondWave LLC, a Software Development Company, indicating involvement in software development. |
| FIRST TRUST SENIOR FLOATING RATE INCOME FUND II |
2023-08-03 |
James A. Bowen 1955 Trustee and Chairman of the Board Class III Since Fund Inception Chief Executive Officer, First Trust Advisors L.P. and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company) |
James A. Bowen is CEO of First Trust Advisors and Chairman of the Board of Directors of BondWave LLC, a software development company, indicating involvement in software development. |
| FIRST TRUST SENIOR FLOATING RATE INCOME FUND II |
2024-08-02 |
Chief Executive Officer, First Trust Advisors L.P. and First Trust Portfolios L.P.; Chairman of the Board of Directors, BondWave LLC (Software Development Company) and Stonebridge Advisors LLC (Investment Advisor) |
Chairman of the Board of Directors of BondWave LLC, a Software Development Company, indicating involvement in software development. |
| FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND |
2009-03-25 |
"Chairman of the Board of Directors, BondWave LLC (Software Development Company/Broker-Dealer/Investment Adviser)" |
The filing says he is Chairman of BondWave LLC, identified as a software development company, which is a technical/software-related role. However, the filing does not state that he personally writes programs or has a technical degree, so this is only adjacent evidence. |
| FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND |
2016-03-09 |
"Chairman of the Board of Directors, BondWave LLC (Software Development Company/Investment Advisor)" |
The filing states he is Chairman of the Board of BondWave LLC, described as a software development company, which is a software-adjacent technical role. However, the filing does not say he personally writes programs, so this is only a limited indication of technical background. |
| FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND |
2017-03-09 |
"Chairman of the Board of Directors, BondWave LLC (Software Development Company) and Stonebridge Advisors LLC (Investment Advisor)" |
The filing states he is Chairman of BondWave LLC, identified as a software development company, which is the only explicit software-related technical connection in the director biographies. This suggests familiarity with software, though not necessarily that he can write programs. |