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.
Transaction Summary of David Mcgarel
David Mcgarel Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, David Mcgarel owns 17 companies in total, including FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM (FIV) , First Trust Inter Dur Pref& Income Fund (FPF) , and First Trust Dynamic Europe Equity Income Fund (FDEU) among others .
Click here to see the complete history of David Mcgarel’s form 4 insider trades.
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 |
2015-08-24 | other: Officer - Investment Adviser | ||
2015-05-06 | other: Officer of the Adviser | ||
2014-03-26 | other: Officer - Investment Advisor | ||
2012-11-27 | other: Officer - Investment Advisor | ||
2011-09-27 | other: Officer - Investment Advisor | ||
2007-05-24 | other: Officer-Investment Adviser | ||
2006-08-25 | other: Officer-Investment Adviser | ||
2006-03-27 | other: Officer of the Adviser | ||
2005-05-23 | other: Officer of the Adviser | ||
2004-11-22 | other: Officer of the Adviser | ||
2004-08-25 | other: Officer of the Adviser | ||
2004-06-23 | other: Officer of the Adviser | ||
2004-03-24 | other: Officer of the Adviser | ||
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
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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.
Performance of David Mcgarel
David Mcgarel Ownership Network
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.
FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM Insider Transactions
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.