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.
Transaction Summary of Daniel J Lindquist
Daniel J Lindquist Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Daniel J Lindquist owns 17 companies in total, including First Trust Dynamic Europe Equity Income Fund (FDEU) , FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM (FIV) , and First Trust New Opportunities MLP & Energy Fund (FPL) among others .
Click here to see the complete history of Daniel J Lindquist’s form 4 insider trades.
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 |
2013-05-22 | Vice President | ||
2012-11-27 | Vice President | ||
2012-01-25 | Vice President | ||
2012-01-25 | Vice President | ||
2011-09-27 | Vice President | ||
2007-05-24 | Vice President | ||
2006-08-25 | Vice President | ||
2006-03-27 | Vice President | ||
2005-12-12 | Vice President | ||
2005-12-12 | Vice President | ||
2005-12-12 | Vice President | ||
2005-12-12 | Vice President | ||
2005-12-12 | Vice President | ||
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
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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.
Performance of Daniel J Lindquist
Daniel J Lindquist Ownership Network
Ownership Network List of Daniel J Lindquist
Ownership Network Relation of Daniel J Lindquist
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.
First Trust Dynamic Europe Equity Income Fund Insider Transactions
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.