Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
---|---|---|---|---|---|---|
FTPCX | First Trust Private Credit Fund | 10%+ Owner | $4.91M | Jun 30, 2023 | ||
FTHY | FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND | Director, Officer - Investment Advisor | $2.1M | +$1.73M | +469% | Oct 1, 2024 |
FDEU | FIRST TRUST DYNAMIC EUROPE EQUITY INCOME FUND | Director, Officer - Investment Advisor | $1.82M | Aug 23, 2021 | ||
FTCRED | First Trust Enhanced Private Credit Fund | Director | Jul 1, 2024 | |||
FTPAX | First Trust Private Assets Fund | Director | Dec 16, 2006 | |||
FTREX | First Trust Real Assets Fund | 10%+ Owner | Apr 29, 2022 |
Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
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