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Who

David McGarel

Officer-Investment Adviser

Company insider

Files Form 4 as: Officer-Investment Adviser, First Trust High Yield Opportunities 2027 Term Fund; Officer-Investment Adviser, First Trust Senior Floating Rate 2022 Target Term Fund; Officer-Investment Adviser, First Trust High Income Long/short Fund; Officer-Investment Adviser, First Trust Senior Floating Rate Income Fund II; Other, First Trust Value Line Dividend Fund.

In numbers

Trades disclosed
14
Buys
8
Sells
0
Bought
$719K
Sold
$0
Companies
5
Companies where not an officer
1
First trade
15 Dec 2006
Last trade
25 Sep 2026
Last filed
28 Sep 2026

Companies traded

Where they are an officer
FTHY First Trust High Yield Opportunities 2027 Term FundOfficer · Funds, Shells & SPACs · last 25 Sep 20262 buys · 0 sells
First Trust Senior Floating Rate 2022 Target Term FundOfficer · last 9 Jul 20203 buys · 0 sells
First Trust High Income Long/short FundOfficer · last 24 Aug 20152 buys · 0 sells
First Trust Senior Floating Rate Income Fund IIOfficer · last 6 May 20151 buy · 0 sells
Everywhere else they filed: board seats, 10% stakes, other companies
First Trust Value Line Dividend FundOther · last 15 Dec 20060 buys · 0 sells

Activity over time

1 Nov 2024 – 1 Oct 2026
01Nov 24May 25Nov 25Apr 26Oct 26

Buys above the line, sells below, each month.

Every trade

TradedCompanyWhatAmount
25 Sep 2026filed 28 Sep 2026FTHY First Trust High Yield Opportunities 2027 Term FundFunds, Shells & SPACsSEC FORM 4 Bought$129K10,000 at $12.92filing
25 Sep 2026filed 28 Sep 2026FTHY First Trust High Yield Opportunities 2027 Term FundFunds, Shells & SPACsSEC FORM 4 Bought$129K10,000 at $12.92filing
18 Jun 2024filed 18 Jun 2024FTHY First Trust High Yield Opportunities 2027 Term FundFunds, Shells & SPACsSEC FORM 4 Bought$84K6,000 at $14.02filing
18 Jun 2024filed 18 Jun 2024FTHY First Trust High Yield Opportunities 2027 Term FundFunds, Shells & SPACsSEC FORM 4 Bought$70K5,000 at $14.01filing
18 Jun 2024filed 18 Jun 2024FTHY First Trust High Yield Opportunities 2027 Term FundFunds, Shells & SPACsSEC FORM 4 Bought$42K3,000 at $14.01filing
9 Jul 2020filed 10 Jul 2020First Trust Senior Floating Rate 2022 Target Term FundSEC FORM 4 Bought$41K5,000 at $8.29filing
9 Jul 2020filed 10 Jul 2020First Trust Senior Floating Rate 2022 Target Term FundSEC FORM 4 Bought$20K2,374 at $8.29filing
9 Oct 2018filed 10 Oct 2018First Trust Senior Floating Rate 2022 Target Term FundSEC FORM 4 Bought$72K8,000 at $9.00filing
6 Dec 2017filed 6 Dec 2017First Trust Senior Floating Rate 2022 Target Term FundSEC FORM 4 Bought$46K5,000 at $9.16filing
24 Aug 2015filed 25 Aug 2015First Trust High Income Long/short FundSEC FORM 4 Bought$14K990 at $13.78filing
24 Aug 2015filed 25 Aug 2015First Trust High Income Long/short FundSEC FORM 4 Bought$13810 at $13.77filing
19 Aug 2015filed 20 Aug 2015First Trust High Income Long/short FundSEC FORM 4 Bought$44K3,000 at $14.62filing
6 May 2015filed 28 Jul 2015First Trust Senior Floating Rate Income Fund IISEC FORM 4 Bought$27K2,000 at $13.72filing
15 Dec 2006filed 18 Dec 2006First Trust Value Line Dividend FundSEC FORM 4 Code J$44K2,600 at $16.81filing

Sectors

Financials2
Not placed6

Buys in green, sells in red, by the company’s sector.

Related people

William A. Housey Jr.Other role · Other at First Trust High Yield Opportunities 2027 Term Fund, filing Form 4 there in the last year