David Mcgarel - Net Worth and Insider Trading

David Mcgarel Net Worth

The estimated net worth of David Mcgarel is at least $474,019 dollars as of 2024-12-26. David Mcgarel is the Officer-Investment Adviser of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND and owns about 14,000 shares of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND (FTHY) stock worth over $204,540. David Mcgarel is the Officer-Investment Adviser of FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM and owns about 20,374 shares of FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM (FIV) stock worth over $198,239. David Mcgarel is also the Officer-Investment Adviser of First Trust High Income Long/Short Fund and owns about 4,000 shares of First Trust High Income Long/Short Fund (FSD) stock worth over $50,280. Besides these, David Mcgarel also holds First Trust Senior Floating Rate Income Fund II (FCT) . Details can be seen in David Mcgarel'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 David Mcgarel has not made any transactions after 2024-06-18 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 David Mcgarel

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David Mcgarel Insider Ownership Reports

Insider Ownership Summary of David Mcgarel

Ticker Comapny Transaction Date Type of Owner
FIV FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM 2020-07-09 Officer-Investment Adviser
FPF First Trust Inter Dur Pref& Income Fund 2013-05-22 other: Officer - Investment Advisor
FDEU First Trust Dynamic Europe Equity Income Fund 2015-09-23 other: Officer - Investment Advisor
LIMIT LIMIT 2015-08-24 other: Officer - Investment Adviser
LIMIT LIMIT 2015-05-06 other: Officer of the Adviser
LIMIT LIMIT 2014-03-26 other: Officer - Investment Advisor
LIMIT LIMIT 2012-11-27 other: Officer - Investment Advisor
LIMIT LIMIT 2011-09-27 other: Officer - Investment Advisor
LIMIT LIMIT 2007-05-24 other: Officer-Investment Adviser
LIMIT LIMIT 2006-08-25 other: Officer-Investment Adviser
LIMIT LIMIT 2006-03-27 other: Officer of the Adviser
LIMIT LIMIT 2005-05-23 other: Officer of the Adviser
LIMIT LIMIT 2004-11-22 other: Officer of the Adviser
LIMIT LIMIT 2004-08-25 other: Officer of the Adviser
LIMIT LIMIT 2004-06-23 other: Officer of the Adviser
LIMIT LIMIT 2004-03-24 other: Officer of the Adviser
LIMIT LIMIT 2024-06-18 other: Officer - Investment Advisor

David Mcgarel Latest Holdings Summary

David Mcgarel currently owns a total of 4 stocks. Among these stocks, David Mcgarel owns 14,000 shares of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND (FTHY) as of June 18, 2024, with a value of $204,540 and a weighting of 43.15%. David Mcgarel owns 20,374 shares of FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM (FIV) as of July 9, 2020, with a value of $198,239 and a weighting of 41.82%. David Mcgarel also owns 4,000 shares of First Trust High Income Long/Short Fund (FSD) as of August 24, 2015, with a value of $50,280 and a weighting of 10.61%. The other 1 stocks First Trust Senior Floating Rate Income Fund II (FCT) have a combined weighting of 4.42% among all his current holdings.

Latest Holdings of David Mcgarel

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
FTHY FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND 2024-06-18 14,000 14.61 204,540
FIV FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM 2020-07-09 20,374 9.73 198,239
FSD First Trust High Income Long/Short Fund 2015-08-24 4,000 12.57 50,280
FCT First Trust Senior Floating Rate Income Fund II 2015-05-06 2,000 10.48 20,960

Holding Weightings of David Mcgarel


David Mcgarel Form 4 Trading Tracker

According to the SEC Form 4 filings, David Mcgarel 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 14,000 shares on June 18, 2024, which cost David Mcgarel around $196,140.

According to the SEC Form 4 filings, David Mcgarel 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 7,374 shares on July 9, 2020, which cost David Mcgarel around $61,131.

According to the SEC Form 4 filings, David Mcgarel has made a total of 0 transactions in First Trust High Income Long/Short Fund (FSD) over the past 5 years. The most-recent trade in First Trust High Income Long/Short Fund is the acquisition of 1,000 shares on August 24, 2015, which cost David Mcgarel around $13,780.

More details on David Mcgarel's insider transactions can be found in the Insider Trading History of David Mcgarel table.

Insider Trading History of David Mcgarel

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.

David Mcgarel Trading Performance

GuruFocus tracks the stock performance after each of David Mcgarel's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by David Mcgarel is 1.29%. GuruFocus also compares David Mcgarel's trading performance to market benchmark return within the same time period. The performance of stocks bought by David Mcgarel within 3 months outperforms 2 times out of 6 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how David Mcgarel'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 David Mcgarel

Average Return

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Average return per transaction

Outperforming Transactions

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3 out of 5 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(%) 1.44 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) 0.69 LIMIT LIMIT LIMIT LIMIT LIMIT

David Mcgarel Ownership Network

Ownership Network List of David Mcgarel

No Data

Ownership Network Relation of David Mcgarel

Insider Network Chart

David Mcgarel 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 ?

David Mcgarel is the Officer-Investment Adviser 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 , 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

David Mcgarel Mailing Address

Above is the net worth, insider trading, and ownership report for David Mcgarel. You might contact David Mcgarel via mailing address: C/o First Trust Advisors Lp, 120 East Liberty Drive, Suite 400, Wheaton Il 60187.

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