Jeffrey M Scott - Net Worth and Insider Trading
Jeffrey M Scott Net Worth
The estimated net worth of Jeffrey M Scott is at least $23,246 dollars as of 2024-12-26. Jeffrey M Scott is the Portfolio Manager of FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM and owns about 1,263 shares of FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM (FIV) stock worth over $12,289. Jeffrey M Scott is also the Portfolio Manager of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND and owns about 750 shares of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND (FTHY) stock worth over $10,958. Details can be seen in Jeffrey M Scott's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Jeffrey M Scott has not made any transactions after 2021-07-15 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Jeffrey M Scott
Jeffrey M Scott Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Jeffrey M Scott owns 5 companies in total, including FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM (FIV) , First Trust Senior Floating Rate Income Fund II (FCT) , and Invesco Senior Income Trust (VVR) among others .
Click here to see the complete history of Jeffrey M Scott’s form 4 insider trades.
Insider Ownership Summary of Jeffrey M Scott
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
FIV | FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM | 2020-07-14 | other: Portfolio Manager |
FCT | First Trust Senior Floating Rate Income Fund II | 2020-05-31 | other: Portfolio Manager |
VVR | Invesco Senior Income Trust | 2008-07-17 | other: Portfolio Manager |
2008-07-17 | other: Portfolio Manager | ||
2021-07-15 | other: Portfolio Manager |
Jeffrey M Scott Latest Holdings Summary
Jeffrey M Scott currently owns a total of 2 stocks. Among these stocks, Jeffrey M Scott owns 1,263 shares of FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM (FIV) as of July 14, 2020, with a value of $12,289 and a weighting of 52.86%. Jeffrey M Scott also owns 750 shares of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND (FTHY) as of July 15, 2021, with a value of $10,958 and a weighting of 47.14%.
Latest Holdings of Jeffrey M Scott
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
FIV | FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM | 2020-07-14 | 1,263 | 9.73 | 12,289 |
FTHY | FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND | 2021-07-15 | 750 | 14.61 | 10,958 |
Holding Weightings of Jeffrey M Scott
Jeffrey M Scott Form 4 Trading Tracker
According to the SEC Form 4 filings, Jeffrey M Scott has made a total of 1 transactions in FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM (FIV) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM is the acquisition of 1,000 shares on July 14, 2020, which cost Jeffrey M Scott around $8,370.
According to the SEC Form 4 filings, Jeffrey M Scott has made a total of 1 transactions in FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND (FTHY) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND is the acquisition of 750 shares on July 15, 2021, which cost Jeffrey M Scott around $15,315.
Insider Trading History of Jeffrey M Scott
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Jeffrey M Scott Trading Performance
GuruFocus tracks the stock performance after each of Jeffrey M Scott's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Jeffrey M Scott is 2.13%. GuruFocus also compares Jeffrey M Scott's trading performance to market benchmark return within the same time period. The performance of stocks bought by Jeffrey M Scott within 3 months outperforms 0 times out of 2 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Jeffrey M Scott's insider trading performs compared to the benchmark.
Performance of Jeffrey M Scott
Jeffrey M Scott Ownership Network
Jeffrey M Scott Owned Company Details
What does FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM do?
Who are the key executives at FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM ?
Jeffrey M Scott is the other: Portfolio Manager of FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM . Other key executives at FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM include Officer-Investment Adviser David Mcgarel , other: Officer-Investment Advisor Scott Michael Friske , and other: Officer-Investment Advisor R Scott Hall .
FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM (FIV) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM (FIV) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM (FIV) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM (FIV)'s detailed insider trading history can be found in Insider Trading Tracker table.
FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM Insider Transactions
Jeffrey M Scott Mailing Address
Above is the net worth, insider trading, and ownership report for Jeffrey M Scott. You might contact Jeffrey M Scott via mailing address: First Trust Advisors L.p., 120 East Liberty Drive, Suite 400, Wheaton Il 60187.