![Richard Erickson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Richard E.
Erickson currently holds multiple positions as an Independent Trustee and Lead Independent Trustee in various firms, including Macquarie, First Trust Energy Income & Growth Fund, First Trust Enhanced Equity Income Fund, First Trust Mortgage Income Fund, First Trust Specialty Finance & Financial Opportunities Fund, First Trust High Income Long, First Trust Energy Infrastructure Fund, First Trust Global Equity Dividend Fund, First Trust Global Resource Solution Fund, First Trust Strategic Allocation Fund, First Trust MLP & Energy Income Fund, First Trust Intermediate Duration Preferred & Income Fund, First Trust New Opportunities MLP & Energy Fund, First Trust Senior Floating Rate Income Fund II, First Trust Dynamic Europe Equity Income Fund, First Trust Exchange-Traded Fund VIII, First Trust Skybridge Income Fund, First Trust High Yield Opportunities 2027 Term Fund, and First Trust Indxx Aerospace & Defense ETF.
Dr. Erickson has previously worked as a Director at First Trust Value Line 100 Exchange-Traded Fund, Director at First Trust, Director at First Trust Value Line Dividend Fund, Director & Owner at Sportsmed Center for Fitness Ltd., Trustee at First Trust, Independent Trustee at First Trust Strategic High Income Fund, Independent Trustee at First Trust Strategic High Income Fund II, Independent Trustee at First Trust Strategic High Income Fund III, Trustee at First Trust Dividend & Income Fund, Trustee at First Trust Floating Rate High Income Fund, President at Wheaton Orthopedics Ltd., Partner at Gundersen Real Estate Co., Member at Sportsmed LLC, and Independent Trustee at First Trust Senior Floating Rate 2022 Target Term Fund.
| Companies | Position | Start |
|---|---|---|
| FIRST TRUST MORTGAGE INCOME FUND | Director/Board Member | 2003-12-31 |
| MACQUARIE/FIRST TRUST GLOBAL INFRASTRUCTURE/UTILITIES DIVIDEND & INCOME FUND | Director/Board Member | 2010-03-23 |
| FIRST TRUST HIGH INCOME LONG/SHORT FUND | Director/Board Member | 2010-06-17 |
| FIRST TRUST/ABRDN EMERGING OPPORTUNITY FUND | Director/Board Member | 2006-05-20 |
| FIRST TRUST/ABRDN GLOBAL OPPORTUNITY INCOME FUND | Director/Board Member | 2003-12-31 |
| FIRST TRUST ENHANCED EQUITY INCOME FUND | Director/Board Member | 2004-08-25 |
| FIRST TRUST EXCHANGE-TRADED FUND VIII - FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF | Director/Board Member | 2015-05-10 |
| FIRST TRUST INTERMEDIATE DURATION PREFERRED & INCOME FUND | Director/Board Member | 2003-12-31 |
| FIRST TRUST SENIOR FLOATING RATE INCOME FUND II | Director/Board Member | 2004-05-24 |
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Active
Inactive
Listed companies
Private companies
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
| Private companies | 36 |
|---|---|
First Trust/Four Corners Senior Floating Rate Income Fund
 First Trust/Four Corners Senior Floating Rate Income Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Value Line Dividend Fund
 First Trust Value Line Dividend Fund Investment Trusts/Mutual FundsMiscellaneous Exchange Traded Fund | Miscellaneous |
First Trust/Four Corners Senior Floating Rate Income Fund II
 First Trust/Four Corners Senior Floating Rate Income Fund II Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Strategic High Income Fund
 First Trust Strategic High Income Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Strategic High Income Fund II
 First Trust Strategic High Income Fund II Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Strategic High Income Fund III
 First Trust Strategic High Income Fund III Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Dividend & Income Fund
 First Trust Dividend & Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust High Income Long/Short Fund
 First Trust High Income Long/Short Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Floating Rate High Income Fund
 First Trust Floating Rate High Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Global Equity Dividend Fund
 First Trust Global Equity Dividend Fund Investment ManagersFinance Provides investment management services | Finance |
First Trust Global Resource Solution Fund
 First Trust Global Resource Solution Fund Investment ManagersFinance Provides investment management services | Finance |
First Trust Strategic Allocation Fund
 First Trust Strategic Allocation Fund Investment ManagersFinance Provides investment management services | Finance |
First Trust Value Line 100 ETF
 First Trust Value Line 100 ETF Investment Trusts/Mutual FundsMiscellaneous Exists as exchange Traded Fund | Miscellaneous |
Macquarie/First Trust Global Infrastructure/Utilities Dividend
 Macquarie/First Trust Global Infrastructure/Utilities Dividend Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Energy Income & Growth Fund
 First Trust Energy Income & Growth Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Enhanced Equity Income Fund
 First Trust Enhanced Equity Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Aberdeen Emerging Opportunity Fund
 First Trust Aberdeen Emerging Opportunity Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Specialty Finance & Financial Opportunities Fund
 First Trust Specialty Finance & Financial Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Energy Infrastructure Fund
 First Trust Energy Infrastructure Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Mortgage Income Fund
 First Trust Mortgage Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust MLP & Energy Income Fund
 First Trust MLP & Energy 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/abrdn Global Opportunity Income Fund
 First Trust/abrdn Global Opportunity Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Intermediate Duration Preferred & Income Fund
 First Trust Intermediate Duration Preferred & Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust New Opportunities MLP & Energy Fund
 First Trust New Opportunities MLP & Energy Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Dynamic Europe Equity Income Fund
 First Trust Dynamic Europe Equity Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Senior Floating Rate 2022 Target Term Fund
 First Trust Senior Floating Rate 2022 Target Term Fund 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 |
Wheaton Orthopedics Ltd.
 Wheaton Orthopedics Ltd. Medical/Nursing ServicesHealth Services Wheaton Orthopedics Ltd., also known as SportsMed-Wheaton Orthopedics, specializes in developing, manufacturing, and distributing pediatric orthopedic products. The private company is based in CAROL STREAM, IL. The company's product range includes braces and supports such as the Wheaton Pavlik Harness, hip abduction orthosis, pediatric wrist fracture brace, tibial fracture brace, and cast boots, as well as orthotic devices like arch supports, AFOs, KAFOs, ankle and foot braces, and cervical collars. The company focuses on treating pediatric orthopedic conditions including metatarsus adductus, tibial torsion, clubfoot, intoeing, hip dysplasia, and other pediatric injuries. | Health Services |
Sportsmed Center for Fitness Ltd. | |
Gundersen Real Estate Co.
 Gundersen Real Estate Co. Real Estate DevelopmentFinance Provides commercial real estate and investment services and leases non-residential properties | Finance |
Sportsmed LLC | |
First Trust Rising Dividend Achievers ETF
 First Trust Rising Dividend Achievers ETF Investment Trusts/Mutual FundsMiscellaneous Exists as exchange Traded Fund | Miscellaneous |
First Trust Exchange-Traded Fund VIII
 First Trust Exchange-Traded Fund VIII Investment Trusts/Mutual FundsMiscellaneous Operates as a exchange traded fund | Miscellaneous |
First Trust Skybridge Income Fund
 First Trust Skybridge Income Fund Financial ConglomeratesFinance Functions as fund | Finance |
First Trust Indxx Aerospace & Defense ETF
 First Trust Indxx Aerospace & Defense ETF Investment Trusts/Mutual FundsMiscellaneous Functions as an exchange traded fund | Miscellaneous |
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