Daniel Lindquist
Corporate Officer/Principal at FIRST TRUST ENHANCED EQUITY INCOME FUND
Net worth: 82 895 $ as of 30/04/2024
Network origin in Daniel Lindquist first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
44
| Subsidiary | Investment Managers | 44 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 16 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 15 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 15 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 15 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 14 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 14 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 14 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 14 | |
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
13
| Private Company | Investment Managers | 13 |
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.
13
| Private Company | Investment Managers | 13 |
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
13
| Extinct | Investment Trusts/Mutual Funds | 13 |
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.
13
| Extinct | Investment Trusts/Mutual Funds | 13 |
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.
13
| Private Company | Investment Managers | 13 |
First Trust/Four Corners Senior Floating Rate Income Fund II
12
| Extinct | Investment Trusts/Mutual Funds | 12 |
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 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.
12
| Subsidiary | Investment Banks/Brokers | 12 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 12 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 11 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 11 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 11 | |
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.
11
| Private Company | Financial Conglomerates | 11 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 11 | |
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.
11
| Extinct | Investment Trusts/Mutual Funds | 11 |
Mina Capital Management LLC
1
| Private Company | 1 | |
Samaritan Asset Management Services, Inc.
1
| Extinct | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Daniel Lindquist via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Director/Board Member Corporate Officer/Principal | |
BondWave LLC
 BondWave LLC Investment ManagersFinance BondWave LLC is a financial technology firm that specializes in fixed income solutions. The private company is based in Wheaton, IL. The company's platform, effi™, provides portfolio analytics and reporting, custom alerts, and proposal generation, as well as tools that support best execution, fair pricing, and mark-up monitoring and disclosure on both a pre- and post-trade basis. Founded in 2001, the company serves a wide range of users, including traders, compliance professionals, and RIAs. Michael A. Ruvo has been the CEO of the company since 2014. | Investment Managers | General Counsel Director of Finance/CFO Director of Finance/CFO Chairman Corporate Officer/Principal | |
Stonebridge Advisors LLC
 Stonebridge Advisors LLC Investment ManagersFinance Stonebridge Advisors LLC (Stonebridge) is a SEC-registered investment advisor headquartered in Wilton, Connecticut. The firm was founded in 2004 by Scott Fleming and they are primarily owned by First Trust Capital Partners LLC, ultimately held by AJM Ventures LLC. Stonebridge offers portfolio management services to high net-worth individuals, insurance companies, banks, thrift institutions, investment companies, pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations and similar entities, and to other individuals through WRAP programs. | Investment Managers | Corporate Secretary Director of Finance/CFO Chairman | |
| First Trust Exchange-Traded Fund II | Investment Trusts/Mutual Funds | President Director/Board Member | |
| GUGGENHEIM TAXABLE MUNICIPAL BOND & INVESTMENT GRADE DEBT TRUST | Investment Trusts/Mutual Funds | President Corporate Officer/Principal Corporate Officer/Principal | |
Lincor, Inc.
 Lincor, Inc. Packaged SoftwareTechnology Services Lincor, Inc. provides health solutions services. The company was founded by Dan Byrne and Enda Murphy and is headquartered in Brentwood, TN. | Packaged Software | Director/Board Member | |
Nuveen Fund Advisors LLC
 Nuveen Fund Advisors LLC Investment Banks/BrokersFinance Founded in 1989, Nuveen Fund Advisors LLC is a fund distributor Chicago, Illinois. The firm is a subsidiary of Nuveen Investments, Inc. and their ultimate parent is Windy City Investments Holdings LLC. | Investment Banks/Brokers | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
| DePaul University | College/University | Graduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Graduate Degree Graduate Degree Graduate Degree Graduate Degree | |
| Illinois Wesleyan University | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Marquette University | College/University | Undergraduate Degree Undergraduate Degree | |
| Northern Illinois University | College/University | Masters Business Admin Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Wheaton College (Illinois) | College/University | Undergraduate Degree Undergraduate Degree Director/Board Member Graduate Degree Undergraduate Degree Undergraduate Degree | |
Rush University Medical Center
 Rush University Medical Center Medical/Nursing ServicesHealth Services Rush University Medical Center engages in the provision of health care services. The company was founded in 1972 and is headquartered in Chicago, IL. | Medical/Nursing Services | Corporate Officer/Principal | |
| GUGGENHEIM ENHANCED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | President Corporate Officer/Principal Corporate Officer/Principal | |
PT Asset Management LLC (Illinois)
 PT Asset Management LLC (Illinois) Investment ManagersFinance PT Asset Management LLC (PTAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Berg in 2008 and formerly known as Performance Trust Investment Advisors LLC. They are majority-owned and controlled by PTAM Holdings LLC and minority-owned by certain senior employees. PTAM provides discretionary investment management and advisory services to mutual funds and separately managed accounts. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
Nuveen Asset Management LLC
 Nuveen Asset Management LLC Investment ManagersFinance Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities | |
PeopleStrategy, Inc.
 PeopleStrategy, Inc. Packaged SoftwareTechnology Services PeopleStrategy, Inc. provides human capital management solutions. It offers payroll processing, retirement planning, and managed services. The company was founded by Randy Cooper in 2002 and is headquartered in Edison, NJ. | Packaged Software | Director/Board Member Director/Board Member | |
First Trust Capital Partners LLC
 First Trust Capital Partners LLC Investment ManagersFinance First Trust Capital Partners LLC (First Trust Capital Partners) is a private equity/venture capital firm founded in 2006. The firm is headquartered in Wheaton, Illinois. | Investment Managers | Private Equity Investor | |
PatientBond LLC
 PatientBond LLC Information Technology ServicesTechnology Services PatientBond LLC provides next generation patient and member engagement solutions. It clients include hospitals, health systems, urgent care, physical therapy, health insurance, coaches and employers. The company was founded in 2011 and is headquartered in Elmhurst, IL. | Information Technology Services | Director/Board Member | |
| FIRST TRUST EXCHANGE-TRADED FUND VIII - FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Director of Finance/CFO Director/Board Member Chief Executive Officer Chairman Director/Board Member | |
First Trust Exchange-Traded Fund VIII
 First Trust Exchange-Traded Fund VIII Investment Trusts/Mutual FundsMiscellaneous First Trust Exchange Traded Fund Viii operates as a exchange traded fund. The company is headquartered in Wheaton, IL. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Director of Finance/CFO Director/Board Member Chairman Director/Board Member | |
Isommune LLC
 Isommune LLC BiotechnologyHealth Technology Isommune LLC engages in commercial physical research. The company is headquartered in Avila Beach, CA. | Biotechnology | Director/Board Member | |
Cordata Healthcare Innovations, Inc.
 Cordata Healthcare Innovations, Inc. Packaged SoftwareTechnology Services Cordata Healthcare Innovations LLC provides healthcare technology solutions. It offers spine and oncology solutions. The firm also offers nurse navigation, spine center, breast center, oncology, neurosurgery, orthopedic surgery, software development services. The company was founded by Gary M. Winzenread in 2014 and is headquartered in Cincinnati, OH. | Packaged Software | Chairman | |
First Health Capital Partners LLC
 First Health Capital Partners LLC Investment ManagersFinance First Health Capital Partners LLC is a venture capital firm. The private company is based in Elmhurst, IL. The company was founded by Jonathan R. Phillips. | Investment Managers | Founder | |
| FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Director of Finance/CFO Director of Finance/CFO Director/Board Member Chairman Director/Board Member Director/Board Member | |
| Advocate Hospice, Inc. | Chairman | ||
Guggenheim Funds Distributors LLC
 Guggenheim Funds Distributors LLC Investment ManagersFinance Guggenheim Funds Distributors LLC (GFD) is a registered investment advisor headquartered in Chicago, Illinois. Formerly known as Guggenheim Distributors LLC, the firm is a subsidiary of Guggenheim Funds Services LLC and their ultimate parent is Guggenheim Partners LLC. GFD offers strategic investment solutions for financial advisors and their clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal |
Statistics
International
| United States | 50 |
| Canada | 2 |
Sectoral
| Miscellaneous | 19 |
| Finance | 17 |
| Consumer Services | 9 |
| Technology Services | 5 |
| Commercial Services | 2 |
Operational
| Corporate Officer/Principal | 229 |
| Director/Board Member | 205 |
| Independent Dir/Board Member | 115 |
| President | 72 |
| Director of Finance/CFO | 68 |
Most connected contacts
| Insiders | |
|---|---|
| Niel Nielson | 54 |
| James Dykas | 44 |
| Thomas Kadlec | 40 |
| James Bowen | 38 |
| Robert Keith | 34 |
| Richard Erickson | 34 |
| William Jardine | 33 |
| Donald P. Swade | 33 |
| Kristi Maher | 31 |
| Denise Keefe | 29 |
| Mark Raymond Bradley | 26 |
| Jonathan Phillips | 25 |
| Tom Byron | 25 |
| Coleen D. Lynch | 21 |
| John Thomas Futrell | 20 |
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