Housey William A Jr - Net Worth and Insider Trading

Housey William A Jr Net Worth

The estimated net worth of Housey William A Jr is at least $213,448 dollars as of 2024-12-26. Housey William A Jr is the Officer of Advisor, Port. Mgr. of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND and owns about 11,600 shares of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND (FTHY) stock worth over $169,476. Housey William A Jr is the Officer of Advisor, Port. Mgr. of First Trust Senior Floating Rate Income Fund II and owns about 4,103 shares of First Trust Senior Floating Rate Income Fund II (FCT) stock worth over $42,999. Housey William A Jr is also the Officer of Advisor, Port. Mgr. of FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM and owns about 100 shares of FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM (FIV) stock worth over $973. Details can be seen in Housey William A Jr'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 Housey William A Jr has not made any transactions after 2024-04-10 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

Transaction Summary of Housey William A Jr

Housey William A Jr Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Housey William A Jr owns 3 companies in total, including FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM (FIV) , First Trust Senior Floating Rate Income Fund II (FCT) , and FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND (FTHY) .

Click here to see the complete history of Housey William A Jr’s form 4 insider trades.

Insider Ownership Summary of Housey William A Jr

Ticker	Comapny	Transaction Date	Type of Owner
FIV	FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM	2019-12-24	other: Officer of Advisor & Port. Mgr.
FCT	First Trust Senior Floating Rate Income Fund II	2019-09-03	other: Officer of Advisor & Port. Mgr.
FTHY	FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND	2024-04-10	other: Officer of Advisor & Port. Mgr.

Housey William A Jr Latest Holdings Summary

Housey William A Jr currently owns a total of 3 stocks. Among these stocks, Housey William A Jr owns 11,600 shares of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND (FTHY) as of April 10, 2024, with a value of $169,476 and a weighting of 79.4%. Housey William A Jr owns 4,103 shares of First Trust Senior Floating Rate Income Fund II (FCT) as of September 3, 2019, with a value of $42,999 and a weighting of 20.15%. Housey William A Jr also owns 100 shares of FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM (FIV) as of December 24, 2019, with a value of $973 and a weighting of 0.46%.

Latest Holdings of Housey William A Jr

Ticker	Comapny	Latest Transaction Date	Shares Owned	Current Price ($)	Current Value ($)
FTHY	FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND	2024-04-10	11,600	14.61	169,476
FCT	First Trust Senior Floating Rate Income Fund II	2019-09-03	4,103	10.48	42,999
FIV	FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM	2019-12-24	100	9.73	973

Holding Weightings of Housey William A Jr

Housey William A Jr Form 4 Trading Tracker

According to the SEC Form 4 filings, Housey William A Jr has made a total of 2 transactions in FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND (FTHY) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND is the acquisition of 3,600 shares on April 10, 2024, which cost Housey William A Jr around $51,300.

According to the SEC Form 4 filings, Housey William A Jr has made a total of 0 transactions in First Trust Senior Floating Rate Income Fund II (FCT) over the past 5 years. The most-recent trade in First Trust Senior Floating Rate Income Fund II is the acquisition of 2,700 shares on September 3, 2019, which cost Housey William A Jr around $31,401.

According to the SEC Form 4 filings, Housey William A Jr has made a total of 0 transactions in FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM (FIV) over the past 5 years. The most-recent trade in FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM is the acquisition of 100 shares on December 24, 2019, which cost Housey William A Jr around $919.

Insider Trading History of Housey William A Jr

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

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.

Housey William A Jr Trading Performance

GuruFocus tracks the stock performance after each of Housey William A Jr's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Housey William A Jr is -10.5%. GuruFocus also compares Housey William A Jr's trading performance to market benchmark return within the same time period. The performance of stocks bought by Housey William A Jr within 3 months outperforms 0 times out of 4 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Housey William A Jr'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 Housey William A Jr

Average Return

Average return per transaction

Outperforming Transactions

0 out of 3 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(%)	0.06
Relative Return to S&P 500(%)	-2.19

Housey William A Jr Ownership Network

Ownership Network List of Housey William A Jr

No Data

Ownership Network Relation of Housey William A Jr

Housey William A Jr 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 ?

Housey William A Jr is the other: Officer of Advisor & Port. Mgr. of FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM . Other key executives at FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM include other: Portfolio Manager Jeffrey M Scott , Officer-Investment Adviser David Mcgarel , and other: Officer-Investment Advisor Scott Michael Friske .

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

No Available Data

What does First Trust Senior Floating Rate Income Fund II do?

Who are the key executives at First Trust Senior Floating Rate Income Fund II?

Housey William A Jr is the other: Officer of Advisor & Port. Mgr. of First Trust Senior Floating Rate Income Fund II. Other key executives at First Trust Senior Floating Rate Income Fund II include director & President James A Bowen , other: Officer-Investment Advisor Kelly Catherine Dehler , and other: Officer-Investment Advisor Scott Michael Friske .

First Trust Senior Floating Rate Income Fund II (FCT) Insider Trades Summary

Over the past 18 months, Housey William A Jr made no insider transaction in First Trust Senior Floating Rate Income Fund II (FCT). Other recent insider transactions involving First Trust Senior Floating Rate Income Fund II (FCT) include a net sale of 3,955 shares made by James A Bowen ,

In summary, during the past 3 months, insiders sold 3,955 shares of First Trust Senior Floating Rate Income Fund II (FCT) in total and bought 0 shares, with a net sale of 3,955 shares. During the past 18 months, 3,955 shares of First Trust Senior Floating Rate Income Fund II (FCT) were sold and 0 shares were bought by its insiders, resulting in a net sale of 3,955 shares.

First Trust Senior Floating Rate Income Fund II (FCT)'s detailed insider trading history can be found in Insider Trading Tracker table.

First Trust Senior Floating Rate Income Fund II Insider Transactions

No Available Data

What does FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND do?

Who are the key executives at FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND?

Housey William A Jr is the other: Officer of Advisor & Port. Mgr. of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND. Other key executives at FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND include director & other: Officer - Investment Advisor James A Bowen , other: Officer - Investment Advisor David Mcgarel , and Vice President Daniel J Lindquist .

FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND (FTHY) Insider Trades Summary

Over the past 18 months, Housey William A Jr made 1 insider transaction in FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND (FTHY) with a net purchase of 3,600. Other recent insider transactions involving FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND (FTHY) include a net purchase of 119,500 shares made by James A Bowen , a net purchase of 14,000 shares made by David Mcgarel , and a net purchase of 3,500 shares made by Daniel J Lindquist .

In summary, during the past 3 months, insiders sold 0 shares of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND (FTHY) in total and bought 16,500 shares, with a net purchase of 16,500 shares. During the past 18 months, 0 shares of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND (FTHY) were sold and 140,600 shares were bought by its insiders, resulting in a net purchase of 140,600 shares.

FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND (FTHY)'s detailed insider trading history can be found in Insider Trading Tracker table.

FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND Insider Transactions

No Available Data

Housey William A Jr Mailing Address

Above is the net worth, insider trading, and ownership report for Housey William A Jr. You might contact Housey William A Jr via mailing address: First Trust Advisors L.p., 120 E. Liberty Drive, Suite 400, Wheaton Il 60187.

Discussions on Housey William A Jr

No discussions yet.

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Mobile App 中文

Education

Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.