Thomas R Kadlec - Net Worth and Insider Trading

Thomas R Kadlec Net Worth

The estimated net worth of Thomas R Kadlec is at least $29,254 dollars as of 2024-05-13. Thomas R Kadlec is the Director of First Trust Inter Dur Pref& Income Fund and owns about 1,000 shares of First Trust Inter Dur Pref& Income Fund (FPF) stock worth over $17,454. Thomas R Kadlec is the Director of First Trust High Income Long/Short Fund and owns about 1,000 shares of First Trust High Income Long/Short Fund (FSD) stock worth over $11,800. Thomas R Kadlec is also the Director of First Trust Senior Floating Rate Income Fund II and owns about 0 shares of First Trust Senior Floating Rate Income Fund II (FCT) stock worth over $0. Besides these, Thomas R Kadlec also holds First Trust Specialty Fnc & Fncl Oppor (FGB) , First Trust/aberdeen Global Oppo Income (FAM) , Macquarie/First Trust Global Infrastructure/Utilities Dividend&Income Fund (MFD) . Details can be seen in Thomas R Kadlec's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Thomas R Kadlec has not made any transactions after 2021-12-28 and currently still holds the listed stock(s).

Transaction Summary of Thomas R Kadlec

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Thomas R Kadlec Insider Ownership Reports

Insider Ownership Summary of Thomas R Kadlec

Ticker Comapny Transaction Date Type of Owner
FGB First Trust Specialty Fnc & Fncl Oppor 2021-12-28 director
FIV FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM 2016-12-21 director
FPF First Trust Inter Dur Pref& Income Fund 2016-01-04 director
2015-09-23 director
2014-03-26 director
2013-05-30 director
2012-11-27 director
2011-09-27 director
2006-08-25 director
2021-12-28 director
2021-12-28 director
2006-03-27 director
2021-12-28 director
2004-06-23 director
2004-08-25 director
2005-05-23 director
2020-06-25 director

Thomas R Kadlec Latest Holdings Summary

Thomas R Kadlec currently owns a total of 6 stocks. Among these stocks, Thomas R Kadlec owns 1,000 shares of First Trust Inter Dur Pref& Income Fund (FPF) as of January 4, 2016, with a value of $17,454 and a weighting of 59.66%. Thomas R Kadlec owns 1,000 shares of First Trust High Income Long/Short Fund (FSD) as of May 30, 2013, with a value of $11,800 and a weighting of 40.34%. Thomas R Kadlec also owns 0 shares of First Trust Senior Floating Rate Income Fund II (FCT) as of December 28, 2021, with a value of $0 and a weighting of 0%. The other 3 stocks First Trust Specialty Fnc & Fncl Oppor (FGB) , First Trust/aberdeen Global Oppo Income (FAM) , Macquarie/First Trust Global Infrastructure/Utilities Dividend&Income Fund (MFD) have a combined weighting of 0% among all his current holdings.

Latest Holdings of Thomas R Kadlec

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
FPF First Trust Inter Dur Pref& Income Fund 2016-01-04 1,000 17.45 17,454
FSD First Trust High Income Long/Short Fund 2013-05-30 1,000 11.80 11,800
FCT First Trust Senior Floating Rate Income Fund II 2021-12-28 0 10.44 0
FGB First Trust Specialty Fnc & Fncl Oppor 2021-12-28 0 3.85 0
FAM First Trust/aberdeen Global Oppo Income 2021-12-28 0 6.37 0
MFD Macquarie/First Trust Global Infrastructure/Utilities Dividend&Income Fund 2021-12-28 0 7.76 0

Holding Weightings of Thomas R Kadlec


Thomas R Kadlec Form 4 Trading Tracker

According to the SEC Form 4 filings, Thomas R Kadlec has made a total of 0 transactions in First Trust Inter Dur Pref& Income Fund (FPF) over the past 5 years. The most-recent trade in First Trust Inter Dur Pref& Income Fund is the acquisition of 1,000 shares on January 4, 2016, which cost Thomas R Kadlec around $21,150.

According to the SEC Form 4 filings, Thomas R Kadlec 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 May 30, 2013, which cost Thomas R Kadlec around $18,560.

According to the SEC Form 4 filings, Thomas R Kadlec has made a total of 1 transactions in First Trust Senior Floating Rate Income Fund II (FCT) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in First Trust Senior Floating Rate Income Fund II is the sale of 719 shares on December 28, 2021, which brought Thomas R Kadlec around $8,510.

More details on Thomas R Kadlec's insider transactions can be found in the Insider Trading History of Thomas R Kadlec table.

Insider Trading History of Thomas R Kadlec

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.

Thomas R Kadlec Trading Performance

GuruFocus tracks the stock performance after each of Thomas R Kadlec's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Thomas R Kadlec is -6.96%. GuruFocus also compares Thomas R Kadlec's trading performance to market benchmark return within the same time period. The performance of stocks bought by Thomas R Kadlec within 3 months outperforms 0 times out of 1 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Thomas R Kadlec'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 Thomas R Kadlec

Average Return

Average return per transaction

Outperforming Transactions

0 out of 1 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(%) -4.51
Relative Return to S&P 500(%) -1.6

Thomas R Kadlec Ownership Network

Ownership Network List of Thomas R Kadlec

No Data

Ownership Network Relation of Thomas R Kadlec


Thomas R Kadlec Owned Company Details

What does First Trust Specialty Fnc & Fncl Oppor do?

Who are the key executives at First Trust Specialty Fnc & Fncl Oppor?

Thomas R Kadlec is the director of First Trust Specialty Fnc & Fncl Oppor. Other key executives at First Trust Specialty Fnc & Fncl Oppor include other: Officer - Investment Advisor Kelly Catherine Dehler , other: Officer - Investment Advisor Scott Michael Friske , and other: Officer-Invest. Sub-Advisor Steven Patrick Farmer .

First Trust Specialty Fnc & Fncl Oppor (FGB) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of First Trust Specialty Fnc & Fncl Oppor (FGB) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of First Trust Specialty Fnc & Fncl Oppor (FGB) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

First Trust Specialty Fnc & Fncl Oppor (FGB)'s detailed insider trading history can be found in Insider Trading Tracker table.

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First Trust Specialty Fnc & Fncl Oppor Insider Transactions

No Available Data

Thomas R Kadlec Mailing Address

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

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