| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Portfolio Manager
1 company
Ziets Kevin L serves as a Portfolio Manager at FTHY. Across recent SEC filings that breaks down to 1 buy and 0 sells. Those positions are worth an estimated $44K at current prices.
The biggest single holding is FTHY (~$44K) as Portfolio Manager. Net of sales, the recent Form 4 record there shows accumulation of 3,000 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Aug 20, 2025 | FTHY First Trust High Yield Opportunities 2027 Term Fund | Portfolio Manager | Buy | 3,000 | $14.60 | $43,795.50 | New | -4.9% | -8.5% |