Thomas R Kadlec - Net Worth and Insider Trading
Thomas R Kadlec Net Worth
The estimated net worth of Thomas R Kadlec is at least $30,210 dollars as of 2025-05-03. 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 $17,640. 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 $12,570. 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 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 Thomas R Kadlec has not made any transactions after 2021-12-28 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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 | Company | 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 $17,640 and a weighting of 58.39%. 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 $12,570 and a weighting of 41.61%. 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 $0 and a weighting of 0%. The other 3 stocks First Trust Specialty Fnc & Fncl Oppor (FGB) , First Trust/aberdeen Global Oppo Income (FAM) , Macquarie/First Trust Global Infrastructure/Utilities Dividend&Income Fund (MFD) have a combined weighting of 0% among all his current holdings.
Latest Holdings of Thomas R Kadlec
Ticker | Company | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
FPF | First Trust Inter Dur Pref& Income Fund | 2016-01-04 | 1,000 | 17.64 | 17,640 |
FSD | First Trust High Income Long/Short Fund | 2013-05-30 | 1,000 | 12.57 | 12,570 |
FCT | First Trust Senior Floating Rate Income Fund II | 2021-12-28 | 0 | 9.89 | 0 |
FGB | First Trust Specialty Fnc & Fncl Oppor | 2021-12-28 | 0 | 3.87 | 0 |
FAM | First Trust/aberdeen Global Oppo Income | 2021-12-28 | 0 | 6.75 | 0 |
MFD | Macquarie/First Trust Global Infrastructure/Utilities Dividend&Income Fund | 2021-12-28 | 0 | 9.19 | 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. Based on the public information released on the U.S. Securities and Exchange Commission (SEC) website, Thomas R Kadlec's mailing address is: Wheaton Il 60187.