| |
| |
|
| Insider
Information: |
Mcgarel David |
| Relationship: |
Officer-Investment Adv... |
| City: |
Lisle |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
4 |
|
| Direct
Shares |
26,374 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$266,339 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
26,374 |
|
|
| Total
Value |
$266,339 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
1
|
0
|
|
Stock
price went up :
|
1
|
0
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
1.0
|
0.0
|
| Percentage
Gain/Loss : |
 13.5%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
First Trust Value Line Dividend ... |
FVD |
Officer - Investment A... |
2006-12-15 |
0 |
2004-07-23 |
0 |
Premium* |
|
|
First Trust Four Corners Senior ... |
FCT |
Officer-Investment Adv... |
2015-05-06 |
2,000 |
2015-05-06 |
0 |
Premium* |
|
|
First Trust High Income Long/sho... |
FSD |
Officer-Investment Adv... |
2015-08-24 |
4,000 |
2015-08-19 |
0 |
Premium* |
|
|
First Trust Senior Floating Rate... |
FIV |
Officer-Investment Adv... |
2020-07-09 |
20,374 |
2017-12-06 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
12 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| FIV |
First Trust Senior Floati... |
Officer-Investment Adviser |
• – – |
2020-07-09 |
4 |
B |
$8.29 |
$61,130 |
D/D |
7,374 |
20,374 |
2.74 |
% |
|
| FIV |
First Trust Senior Floati... |
Officer-Investment Adviser |
• – – |
2018-10-09 |
4 |
B |
$9.00 |
$72,000 |
D/D |
8,000 |
13,000 |
2.74 |
- |
|
| FIV |
First Trust Senior Floati... |
Officer-Investment Adviser |
• – – |
2017-12-06 |
4 |
B |
$9.16 |
$45,818 |
D/D |
5,000 |
5,000 |
2.74 |
- |
|
| FSD |
First Trust High Income L... |
Officer-Investment Adviser |
• – – |
2015-08-24 |
4 |
B |
$13.77 |
$13,780 |
D/D |
1,000 |
4,000 |
2.74 |
- |
|
| FSD |
First Trust High Income L... |
Officer-Investment Adviser |
• – – |
2015-08-19 |
4 |
B |
$14.62 |
$43,860 |
D/D |
3,000 |
3,000 |
2.74 |
- |
|
| FCT |
First Trust Four Corners ... |
Officer-Investment Adviser |
• – – |
2015-05-06 |
4 |
B |
$13.72 |
$27,440 |
D/D |
2,000 |
2,000 |
2.74 |
- |
|
| FVD |
First Trust Value Line Di... |
Officer - Investment Adviser |
– – – |
2006-12-15 |
4 |
D |
$16.81 |
$43,701 |
D/D |
(2,600) |
0 |
0 |
- |
|
| FVD |
First Trust Value Line Di... |
Officer of the Adviser |
– – – |
2005-07-19 |
4 |
B |
$15.02 |
$6,008 |
D/D |
400 |
2,600 |
2.44 |
- |
|
| FVD |
First Trust Value Line Di... |
Officer of the Adviser |
– – – |
2005-04-25 |
4 |
B |
$14.26 |
$5,704 |
D/D |
400 |
2,200 |
2.44 |
- |
|
| FVD |
First Trust Value Line Di... |
Officer of the Adviser |
– – – |
2004-07-23 |
4 |
B |
$13.86 |
$4,158 |
D/D |
300 |
1,800 |
2.36 |
- |
|
| FVD |
First Trust Value Line Di... |
Officer of the Adviser |
– – – |
2004-04-20 |
4 |
B |
$13.99 |
$6,995 |
D/D |
500 |
1,500 |
2.44 |
- |
|
| FVD |
First Trust Value Line Di... |
Officer of the Adviser |
• – – |
2004-03-08 |
4 |
B |
$14.60 |
$14,600 |
D/D |
1,000 |
1,000 |
2.74 |
- |
|
12 Records found
|
1
|
Page 1 of 1 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
|
|
|
|
|
