Derek Maltbie

Finanzdirektor/CFO bei FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND

54 Jahre

Miscellaneous

Finance

Profil

Derek Dale Maltbie is currently working as a Senior Vice President at First Trust Portfolios LP since 2014.
He is also currently serving as the CFO, Treasurer & Chief Accounting Officer at First Trust Senior Floating Rate Income Fund II, the Chief Financial & Accounting Officer, Treasurer at First Trust High Yield Opportunities 2027 Term Fund, the Chief Financial & Accounting Officer, Treasurer at First Trust Rising Dividend Achievers ETF, and the Chief Financial Officer, Treasurer & CAO at First Trust Indxx Aerospace & Defense ETF.
In his former positions, Mr. Maltbie worked as a Vice President at First Trust Advisors LP from 2014 to 2021.
He also held the position of Assistant Treasurer at Western Asset Inflation-Linked Income Fund, TS&W, Guggenheim Taxable Municipal Bond & Investment Grade Debt Tr., Guggenheim Equal Weight Enhanced Equity Income Fund, Managed Duration Investment Grade Municipal Fund, and Guggenheim Enhanced Equity Income Fund.
Additionally, he served as a Vice President at Guggenheim Investments, Inc.

Aktive Positionen von Derek Maltbie

Unternehmen	Position	Beginn
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND	Finanzdirektor/CFO	01.06.2023
FIRST TRUST SENIOR FLOATING RATE INCOME FUND II	Finanzdirektor/CFO	01.01.2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND	Finanzdirektor/CFO	-
FIRST TRUST EXCHANGE-TRADED FUND VI - FIRST TRUST RISING DIVIDEND ACHIEVERS ETF	Finanzdirektor/CFO	01.01.2023
First Trust Portfolios LP First Trust Portfolios LP Investment ManagersFinance Operates as an investment trust	Corporate Officer/Principal	01.01.2014
First Trust Indxx Aerospace & Defense ETF First Trust Indxx Aerospace & Defense ETF Investment Trusts/Mutual FundsMiscellaneous Functions as an exchange traded fund	Finanzdirektor/CFO	-

Alle aktiven Positionen von Derek Maltbie

Ehemalige bekannte Positionen von Derek Maltbie

Unternehmen	Position	Ende
TS&W/Claymore Tax-Advantaged Balanced Fund TS&W/Claymore Tax-Advantaged Balanced Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust	Corporate Officer/Principal	08.02.2012
First Trust Advisors LP First Trust Advisors LP Investment ManagersFinance FTA is a bottom-up manager with an investment philosophy that is based on the belief that a company’s long-term value is determined by the cash flow it generates. The firm’s investment process utilizes both quantitative and qualitative analysis to assess a company’s ability to generate cash flow and its current valuation relative to intrinsic value. Investment strategies involve one or more equity or balanced strategies.	Corporate Officer/Principal	-
Guggenheim Investments, Inc. Guggenheim Investments, Inc. Investment ManagersFinance Provides asset management and investment advisory services	Corporate Officer/Principal	-
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Unternehmensverbindungen

Private Unternehmen	14
First Trust Advisors LP First Trust Advisors LP Investment ManagersFinance FTA is a bottom-up manager with an investment philosophy that is based on the belief that a company’s long-term value is determined by the cash flow it generates. The firm’s investment process utilizes both quantitative and qualitative analysis to assess a company’s ability to generate cash flow and its current valuation relative to intrinsic value. Investment strategies involve one or more equity or balanced strategies.	Finance
Guggenheim Taxable Municipal Bond & Investment Grade Debt Tr. Guggenheim Taxable Municipal Bond & Investment Grade Debt Tr. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Guggenheim Equal Weight Enhanced Equity Income Fund Guggenheim Equal Weight Enhanced Equity Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
TS&W/Claymore Tax-Advantaged Balanced Fund TS&W/Claymore Tax-Advantaged Balanced Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust	Miscellaneous
Managed Duration Investment Grade Municipal Fund Managed Duration Investment Grade Municipal Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Western Asset Inflation Linked Income Fund Western Asset Inflation Linked Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
First Trust Senior Floating Rate Income Fund II First Trust Senior Floating Rate Income Fund II Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
First Trust High Yield Opportunities 2027 Term Fund First Trust High Yield Opportunities 2027 Term Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust	Miscellaneous
First Trust Portfolios LP First Trust Portfolios LP Investment ManagersFinance Operates as an investment trust	Finance
Guggenheim Investments, Inc. Guggenheim Investments, Inc. Investment ManagersFinance Provides asset management and investment advisory services	Finance
Guggenheim Enhanced Equity Income Fund Guggenheim Enhanced Equity Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
First Trust Consumer Discretionary AlphaDEX Fund First Trust Consumer Discretionary AlphaDEX Fund Investment Trusts/Mutual FundsMiscellaneous Exists as exchange Traded Fund	Miscellaneous
First Trust Rising Dividend Achievers ETF First Trust Rising Dividend Achievers ETF Investment Trusts/Mutual FundsMiscellaneous Exists as exchange Traded Fund	Miscellaneous
First Trust Indxx Aerospace & Defense ETF First Trust Indxx Aerospace & Defense ETF Investment Trusts/Mutual FundsMiscellaneous Functions as an exchange traded fund	Miscellaneous