David McGarel is Officer-Investment Adviser at FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM FUND (FIV). They have made 7 open-market trades across 4 companies since 2015, most recently 2024-06-18.
CIK 0001241126
7 open-market purchases totalling $460K since 2015, never a sale. Across 6 scored buys the stock is up 1.5% at ninety days, and 0.4 points ahead of the S&P over the same stretch.
6 scored purchases · one row per filing · discretionary only
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 67% | 100% | 83% |
| Avg Move | -0.3% | +1.7% | +1.5% |
| Alpha | +1.2% | +0.0% | +0.4% |
| Scored | 6 | 6 | 6 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| FTHY | BUY | 2024-06-18 | 2024-06-18 | $14.01 | $196K | +1.5% | +4.5% | +5.9% |
| FIV | BUY | 2020-07-09 | 2020-07-10 | $8.29 | $61K | +0.6% | +2.2% | +2.5% |
| FIV | BUY | 2018-10-09 | 2018-10-10 | $9.00 | $72K | +0.6% | +1.6% | -1.6% |
| FIV | BUY | 2017-12-06 | 2017-12-06 | $9.16 | $46K | +0.5% | +1.1% | +1.0% |
| FSD | BUY | 2015-08-24 | 2015-08-25 | $13.78 | $14K | -2.4% | +0.5% | +0.5% |
| FSD | BUY | 2015-08-19 | 2015-08-20 | $14.62 | $44K | -2.4% | +0.5% | +0.5% |
| FCT | BUY | 2015-05-06 | 2015-07-28 | $13.72 | $27K | N/A | N/A | N/A |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.