Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
---|---|---|---|---|---|---|---|
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND | PORTFOLIO MANAGER | Common Shares | 3K | $43.8K | $14.60 | Aug 20, 2025 | Direct |
FIRST TRUST SENIOR FLOATING RATE INCOME FUND II | PORTFOLIO MANAGER | Common Shares | 0 | $0 | $10.16 | Apr 14, 2025 | Direct |
Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
---|---|---|---|---|---|---|---|
FTHY | FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND | Aug 20, 2025 | 1 | $43.8K | 4 | Aug 21, 2025 | PORTFOLIO MANAGER |
FTHY | FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND | Apr 14, 2025 | 0 | $0 | 3 | Aug 12, 2025 | PORTFOLIO MANAGER |
FCT | FIRST TRUST SENIOR FLOATING RATE INCOME FUND II | Apr 14, 2025 | 0 | $0 | 3 | Aug 12, 2025 | PORTFOLIO MANAGER |