Scott D Fries - Net Worth and Insider Trading
Scott D Fries Net Worth
The estimated net worth of Scott D Fries is at least $8,074 dollars as of 2025-04-19. Scott D Fries is the Officer of Advisor, Port. Mgr. of First Trust Senior Floating Rate Income Fund II and owns about 428 shares of First Trust Senior Floating Rate Income Fund II (FCT) stock worth over $4,182. Scott D Fries is also the Officer of Advisor, Port. Mgr. of FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM and owns about 400 shares of FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM (FIV) stock worth over $3,892. Details can be seen in Scott D Fries'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 Scott D Fries has not made any transactions after 2019-10-14 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Scott D Fries
Scott D Fries Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Scott D Fries owns 2 companies in total, including First Trust Senior Floating Rate Income Fund II (FCT) , and FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM (FIV) .
Click here to see the complete history of Scott D Fries’s form 4 insider trades.
Insider Ownership Summary of Scott D Fries
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| FCT | First Trust Senior Floating Rate Income Fund II | 2019-08-29 | other: Officer of Advisor & Port. Mgr. |
| FIV | FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM | 2020-05-31 | other: Officer-Investment Advisor |
Scott D Fries Latest Holdings Summary
Scott D Fries currently owns a total of 2 stocks. Among these stocks, Scott D Fries owns 428 shares of First Trust Senior Floating Rate Income Fund II (FCT) as of August 29, 2019, with a value of $4,182 and a weighting of 51.79%. Scott D Fries also owns 400 shares of FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM (FIV) as of October 14, 2019, with a value of $3,892 and a weighting of 48.21%.
Latest Holdings of Scott D Fries
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| FCT | First Trust Senior Floating Rate Income Fund II | 2019-08-29 | 428 | 9.77 | 4,182 |
| FIV | FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM | 2019-10-14 | 400 | 9.73 | 3,892 |
Holding Weightings of Scott D Fries
Scott D Fries Form 4 Trading Tracker
According to the SEC Form 4 filings, Scott D Fries 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 428 shares on August 29, 2019, which cost Scott D Fries around $5,003.
According to the SEC Form 4 filings, Scott D Fries has made a total of 0 transactions in FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM (FIV) over the past 5 years. The most-recent trade in FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM is the acquisition of 400 shares on October 14, 2019, which cost Scott D Fries around $3,512.
Insider Trading History of Scott D Fries
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Scott D Fries Trading Performance
GuruFocus tracks the stock performance after each of Scott D Fries's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Scott D Fries is 4.53%. GuruFocus also compares Scott D Fries's trading performance to market benchmark return within the same time period. The performance of stocks bought by Scott D Fries within 3 months outperforms 0 times out of 2 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Scott D Fries's insider trading performs compared to the benchmark.
Performance of Scott D Fries
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 2.47 | | | | | |
| Relative Return to S&P 500(%) | -0.37 | | | | | |
Scott D Fries Ownership Network
Ownership Network List of Scott D Fries
Ownership Network Relation of Scott D Fries
Scott D Fries Owned Company Details
What does First Trust Senior Floating Rate Income Fund II do?
Who are the key executives at First Trust Senior Floating Rate Income Fund II?
Scott D Fries is the other: Officer of Advisor & Port. Mgr. of First Trust Senior Floating Rate Income Fund II. Other key executives at First Trust Senior Floating Rate Income Fund II include director & President James A Bowen , other: Officer-Investment Advisor Kelly Catherine Dehler , and other: Officer-Investment Advisor Scott Michael Friske .
First Trust Senior Floating Rate Income Fund II (FCT) Insider Trades Summary
Over the past 18 months, Scott D Fries made no insider transaction in First Trust Senior Floating Rate Income Fund II (FCT). Other recent insider transactions involving First Trust Senior Floating Rate Income Fund II (FCT) include a net sale of 3,955 shares made by James A Bowen ,
In summary, during the past 3 months, insiders sold 0 shares of First Trust Senior Floating Rate Income Fund II (FCT) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 3,955 shares of First Trust Senior Floating Rate Income Fund II (FCT) were sold and 0 shares were bought by its insiders, resulting in a net sale of 3,955 shares.
First Trust Senior Floating Rate Income Fund II (FCT)'s detailed insider trading history can be found in Insider Trading Tracker table.
First Trust Senior Floating Rate Income Fund II Insider Transactions
Scott D Fries Mailing Address
Above is the net worth, insider trading, and ownership report for Scott D Fries. Based on the public information released on the U.S. Securities and Exchange Commission (SEC) website, Scott D Fries's mailing address is: Wheaton Il 60187.
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