David Mcgarel - Net Worth and Insider Trading

David Mcgarel Net Worth

The estimated net worth of David Mcgarel is at least $265,259 dollars as of 2024-04-28. 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 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 $46,360. David Mcgarel is also the Officer-Investment Adviser of First Trust Senior Floating Rate Income Fund II and owns about 2,000 shares of First Trust Senior Floating Rate Income Fund II (FCT) stock worth over $20,660. 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 assumption that David Mcgarel has not made any transactions after 2020-07-09 and currently still holds the listed stock(s).

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
FSD First Trust High Income Long/Short Fund 2015-08-24 other: Officer - Investment Adviser
FCT First Trust Senior Floating Rate Income Fund II 2015-05-06 other: Officer of the Adviser
FPL First Trust New Opportunities MLP & Energy Fund 2014-03-26 other: Officer - Investment Advisor
FEI First Trust MLP and Energy Income Fund 2012-11-27 other: Officer - Investment Advisor
FIF First Trust Energy Infrastructure Fund 2011-09-27 other: Officer - Investment Advisor
FGB First Trust Specialty Fnc & Fncl Oppor 2007-05-24 other: Officer-Investment Adviser
FEO First Trust/aberdeen Emerging Opp Fund 2006-08-25 other: Officer-Investment Adviser
FHY First Trust Strategic High Inc Fund II 2006-03-27 other: Officer of the Adviser
FMY First Trust Mortgage Income Fund 2005-05-23 other: Officer of the Adviser
FAM First Trust/aberdeen Global Oppo Income 2004-11-22 other: Officer of the Adviser
FFA First Trust Enhanced Equity Income Fund 2004-08-25 other: Officer of the Adviser
FEN First Trust Energy Income & Growth Fund 2004-06-23 other: Officer of the Adviser
MFD Macquarie/First Trust Global Infrastructure/Utilities Dividend&Income Fund 2004-03-24 other: Officer of the Adviser
FTHY FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND 2020-06-25 other: Officer - Investment Advisor

David Mcgarel Latest Holdings Summary

David Mcgarel currently owns a total of 3 stocks. Among these stocks, 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 74.73%. David Mcgarel owns 4,000 shares of First Trust High Income Long/Short Fund (FSD) as of August 24, 2015, with a value of $46,360 and a weighting of 17.48%. David Mcgarel also owns 2,000 shares of First Trust Senior Floating Rate Income Fund II (FCT) as of May 6, 2015, with a value of $20,660 and a weighting of 7.79%.

Latest Holdings of David Mcgarel

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
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 11.59 46,360
FCT First Trust Senior Floating Rate Income Fund II 2015-05-06 2,000 10.33 20,660

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 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.

According to the SEC Form 4 filings, David Mcgarel 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 2,000 shares on May 6, 2015, which cost David Mcgarel around $27,440.

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 0.26%. 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 1 times out of 5 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

5.5%

Average return per transaction

Outperforming Transactions

60%

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(%) 0.85 0.26 -0.02 5.5 3.35 0.86
Relative Return to S&P 500(%) 0.17 -2.59 -4.19 -6.98 -6.83 -12.43

David Mcgarel Ownership Network

Ownership Network List of David Mcgarel

No Data

Ownership Network Relation of David Mcgarel


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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