Housey William A Jr - Net Worth and Insider Trading
Housey William A Jr Net Worth
The estimated net worth of Housey William A Jr is at least $215,829 dollars as of 2024-11-29. Housey William A Jr is the Officer of Advisor, Port. Mgr. of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND and owns about 11,600 shares of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND (FTHY) stock worth over $172,144. Housey William A Jr is the Officer of Advisor, Port. Mgr. of First Trust Senior Floating Rate Income Fund II and owns about 4,103 shares of First Trust Senior Floating Rate Income Fund II (FCT) stock worth over $42,712. Housey William A Jr is also the Officer of Advisor, Port. Mgr. of FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM and owns about 100 shares of FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM (FIV) stock worth over $973. Details can be seen in Housey William A Jr'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 Housey William A Jr has not made any transactions after 2024-04-10 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Housey William A Jr
Housey William A Jr Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Housey William A Jr owns 3 companies in total, including FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM (FIV) , First Trust Senior Floating Rate Income Fund II (FCT) , and FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND (FTHY) .
Click here to see the complete history of Housey William A Jr’s form 4 insider trades.
Insider Ownership Summary of Housey William A Jr
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| FIV | FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM | 2019-12-24 | other: Officer of Advisor & Port. Mgr. |
| FCT | First Trust Senior Floating Rate Income Fund II | 2019-09-03 | other: Officer of Advisor & Port. Mgr. |
| FTHY | FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND | 2024-04-10 | other: Officer of Advisor & Port. Mgr. |
Housey William A Jr Latest Holdings Summary
Housey William A Jr currently owns a total of 3 stocks. Among these stocks, Housey William A Jr owns 11,600 shares of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND (FTHY) as of April 10, 2024, with a value of $172,144 and a weighting of 79.76%. Housey William A Jr owns 4,103 shares of First Trust Senior Floating Rate Income Fund II (FCT) as of September 3, 2019, with a value of $42,712 and a weighting of 19.79%. Housey William A Jr also owns 100 shares of FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM (FIV) as of December 24, 2019, with a value of $973 and a weighting of 0.45%.
Latest Holdings of Housey William A Jr
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| FTHY | FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND | 2024-04-10 | 11,600 | 14.84 | 172,144 |
| FCT | First Trust Senior Floating Rate Income Fund II | 2019-09-03 | 4,103 | 10.41 | 42,712 |
| FIV | FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM | 2019-12-24 | 100 | 9.73 | 973 |
Holding Weightings of Housey William A Jr
Housey William A Jr Form 4 Trading Tracker
According to the SEC Form 4 filings, Housey William A Jr has made a total of 2 transactions in FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND (FTHY) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND is the acquisition of 3,600 shares on April 10, 2024, which cost Housey William A Jr around $51,300.
According to the SEC Form 4 filings, Housey William A Jr 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 2,700 shares on September 3, 2019, which cost Housey William A Jr around $31,401.
According to the SEC Form 4 filings, Housey William A Jr has made a total of 1 transactions in FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM (FIV) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM is the acquisition of 100 shares on December 24, 2019, which cost Housey William A Jr around $919.
Insider Trading History of Housey William A Jr
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Housey William A Jr Trading Performance
GuruFocus tracks the stock performance after each of Housey William A Jr's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Housey William A Jr is -10.5%. GuruFocus also compares Housey William A Jr's trading performance to market benchmark return within the same time period. The performance of stocks bought by Housey William A Jr within 3 months outperforms 0 times out of 4 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Housey William A Jr's insider trading performs compared to the benchmark.
Performance of Housey William A Jr
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 0.06 | | | | | |
| Relative Return to S&P 500(%) | -2.19 | | | | | |
Housey William A Jr Ownership Network
Housey William A Jr Owned Company Details
What does FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM do?
Who are the key executives at FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM ?
Housey William A Jr is the other: Officer of Advisor & Port. Mgr. of FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM . Other key executives at FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM include other: Portfolio Manager Jeffrey M Scott , Officer-Investment Adviser David Mcgarel , and other: Officer-Investment Advisor Scott Michael Friske .
FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM (FIV) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM (FIV) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM (FIV) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM (FIV)'s detailed insider trading history can be found in Insider Trading Tracker table.
FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM Insider Transactions
Housey William A Jr Mailing Address
Above is the net worth, insider trading, and ownership report for Housey William A Jr. You might contact Housey William A Jr via mailing address: First Trust Advisors L.p., 120 E. Liberty Drive, Suite 400, Wheaton Il 60187.
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