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.

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Transaction Summary of Jeffrey M Scott

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Jeffrey M Scott Insider Ownership Reports

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
LIMIT LIMIT 2008-07-17 other: Portfolio Manager
LIMIT LIMIT 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

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

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.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Jeffrey M Scott

Average Return

LIMIT
Average return per transaction

Outperforming Transactions

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1 out of 2 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) 0.53 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -3.46 LIMIT LIMIT LIMIT LIMIT LIMIT

Jeffrey M Scott Ownership Network

Ownership Network List of Jeffrey M Scott

No Data

Ownership Network Relation of Jeffrey M Scott

Insider Network Chart

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.

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FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM Insider Transactions

No Available Data

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.

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