Daniel J Lindquist - Net Worth and Insider Trading

Daniel J Lindquist Net Worth

The estimated net worth of Daniel J Lindquist is at least $55,818 dollars as of 2024-11-08. Daniel J Lindquist is the Vice President of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND and owns about 3,500 shares of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND (FTHY) stock worth over $51,240. Daniel J Lindquist is the Vice President of First Trust High Income Long/Short Fund and owns about 200 shares of First Trust High Income Long/Short Fund (FSD) stock worth over $2,514. Daniel J Lindquist is also the Vice President of First Trust Senior Floating Rate Income Fund II and owns about 200 shares of First Trust Senior Floating Rate Income Fund II (FCT) stock worth over $2,064. Besides these, Daniel J Lindquist also holds First Trust Dynamic Europe Equity Income Fund (FDEU) . Details can be seen in Daniel J Lindquist'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 Daniel J Lindquist has not made any transactions after 2024-04-08 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Daniel J Lindquist

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Daniel J Lindquist Insider Ownership Reports

Insider Ownership Summary of Daniel J Lindquist

Ticker Comapny Transaction Date Type of Owner
FDEU First Trust Dynamic Europe Equity Income Fund 2020-03-11 Vice President
FIV FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM 2016-12-21 Vice President
FPL First Trust New Opportunities MLP & Energy Fund 2014-03-26 Vice President
LIMIT LIMIT 2013-05-22 Vice President
LIMIT LIMIT 2012-11-27 Vice President
LIMIT LIMIT 2012-01-25 Vice President
LIMIT LIMIT 2012-01-25 Vice President
LIMIT LIMIT 2011-09-27 Vice President
LIMIT LIMIT 2007-05-24 Vice President
LIMIT LIMIT 2006-08-25 Vice President
LIMIT LIMIT 2006-03-27 Vice President
LIMIT LIMIT 2005-12-12 Vice President
LIMIT LIMIT 2005-12-12 Vice President
LIMIT LIMIT 2005-12-12 Vice President
LIMIT LIMIT 2005-12-12 Vice President
LIMIT LIMIT 2005-12-12 Vice President
LIMIT LIMIT 2024-04-08 Vice President

Daniel J Lindquist Latest Holdings Summary

Daniel J Lindquist currently owns a total of 4 stocks. Among these stocks, Daniel J Lindquist owns 3,500 shares of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND (FTHY) as of April 8, 2024, with a value of $51,240 and a weighting of 91.8%. Daniel J Lindquist owns 200 shares of First Trust High Income Long/Short Fund (FSD) as of January 25, 2012, with a value of $2,514 and a weighting of 4.5%. Daniel J Lindquist also owns 200 shares of First Trust Senior Floating Rate Income Fund II (FCT) as of January 25, 2012, with a value of $2,064 and a weighting of 3.7%. The other 1 stocks First Trust Dynamic Europe Equity Income Fund (FDEU) have a combined weighting of 0% among all his current holdings.

Latest Holdings of Daniel J Lindquist

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
FTHY FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND 2024-04-08 3,500 14.64 51,240
FSD First Trust High Income Long/Short Fund 2012-01-25 200 12.57 2,514
FCT First Trust Senior Floating Rate Income Fund II 2012-01-25 200 10.32 2,064
FDEU First Trust Dynamic Europe Equity Income Fund 2020-03-11 0 12.59 0

Holding Weightings of Daniel J Lindquist


Daniel J Lindquist Form 4 Trading Tracker

According to the SEC Form 4 filings, Daniel J Lindquist has made a total of 1 transactions in FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND (FTHY) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND is the acquisition of 3,500 shares on April 8, 2024, which cost Daniel J Lindquist around $50,050.

According to the SEC Form 4 filings, Daniel J Lindquist 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 200 shares on January 25, 2012, which cost Daniel J Lindquist around $3,318.

According to the SEC Form 4 filings, Daniel J Lindquist 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 200 shares on January 25, 2012, which cost Daniel J Lindquist around $2,878.

More details on Daniel J Lindquist's insider transactions can be found in the Insider Trading History of Daniel J Lindquist table.

Insider Trading History of Daniel J Lindquist

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Daniel J Lindquist Trading Performance

GuruFocus tracks the stock performance after each of Daniel J Lindquist's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Daniel J Lindquist is 4.7%. GuruFocus also compares Daniel J Lindquist's trading performance to market benchmark return within the same time period. The performance of stocks bought by Daniel J Lindquist within 3 months outperforms 2 times out of 3 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Daniel J Lindquist's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Daniel J Lindquist

Average Return

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Average return per transaction

Outperforming Transactions

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2 out of 2 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) -0.86 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) 0.64 LIMIT LIMIT LIMIT LIMIT LIMIT

Daniel J Lindquist Ownership Network

Ownership Network List of Daniel J Lindquist

No Data

Ownership Network Relation of Daniel J Lindquist

Insider Network Chart

Daniel J Lindquist Owned Company Details

What does First Trust Dynamic Europe Equity Income Fund do?

Who are the key executives at First Trust Dynamic Europe Equity Income Fund?

Daniel J Lindquist is the Vice President of First Trust Dynamic Europe Equity Income Fund. Other key executives at First Trust Dynamic Europe Equity Income Fund include director & other: Officer - Investment Advisor James A Bowen , other: Officer - Investment Advisor Kelly Catherine Dehler , and other: Portfolio Mgr. Sub-Advisor Faizan Baig .

First Trust Dynamic Europe Equity Income Fund (FDEU) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of First Trust Dynamic Europe Equity Income Fund (FDEU) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of First Trust Dynamic Europe Equity Income Fund (FDEU) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

First Trust Dynamic Europe Equity Income Fund (FDEU)'s detailed insider trading history can be found in Insider Trading Tracker table.

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First Trust Dynamic Europe Equity Income Fund Insider Transactions

No Available Data

Daniel J Lindquist Mailing Address

Above is the net worth, insider trading, and ownership report for Daniel J Lindquist. You might contact Daniel J Lindquist via mailing address: C/o First Trust Advisors L.p., 120 East Liberty Drive, Suite 400, Wheaton Il 60187.