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
Thomas R Kadlec Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Thomas R Kadlec owns 17 companies in total, including First Trust Specialty Fnc & Fncl Oppor (FGB) , FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM (FIV) , and First Trust Inter Dur Pref& Income Fund (FPF) among others .
Click here to see the complete history of Thomas R Kadlec’s form 4 insider trades.
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
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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.
Performance of Thomas R Kadlec
Thomas R Kadlec Ownership Network
Ownership Network List of Thomas R Kadlec
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.
First Trust Specialty Fnc & Fncl Oppor Insider Transactions
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.