Joseph J Hanzlik Net Worth

The estimated Net Worth of Joseph J Hanzlik is at least $8.2 mil dollars as of 20 August 2008. Joseph Hanzlik owns over 2,000 units of First Trust Specialty Finance & Opportunities Fund stock worth over $8,200 and over the last 16 years Joseph sold FGB stock worth over $0.

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Joseph Hanzlik FGB stock SEC Form 4 insiders trading

Joseph has made over 1 trades of the First Trust Specialty Finance & Opportunities Fund stock since 2008, according to the Form 4 filled with the SEC. Most recently Joseph bought 2,000 units of FGB stock worth $17,880 on 20 August 2008.

The largest trade Joseph's ever made was buying 2,000 units of First Trust Specialty Finance & Opportunities Fund stock on 20 August 2008 worth over $17,880. On average, Joseph trades about 2,000 units every 0 days since 2008. As of 20 August 2008 Joseph still owns at least 2,000 units of First Trust Specialty Finance & Opportunities Fund stock.

You can see the complete history of Joseph Hanzlik stock trades at the bottom of the page.

What's Joseph Hanzlik's mailing address?

Joseph's mailing address filed with the SEC is CONFLUENCE INVESTMENT MANAGEMENT LLC, 349 MARSHALL AVENUE, SUITE 302, ST. LOUIS, MO, 63119.

Insiders trading at First Trust Specialty Finance & Opportunities Fund

Over the last 17 years, insiders at First Trust Specialty Finance & Opportunities Fund have traded over $42,453 worth of First Trust Specialty Finance & Opportunities Fund stock and bought 21,000 units worth $108,460 . The most active insiders traders include Brian N Hansen, David J Schulte y Trust Portfolios Lp First. On average, First Trust Specialty Finance & Opportunities Fund executives and independent directors trade stock every 488 days with the average trade being worth of $12,374. The most recent stock trade was executed by Thomas R Kadlec on 28 December 2021, trading 2,432 units of FGB stock currently worth $9,898.

What does First Trust Specialty Finance & Opportunities Fund do?

first trust portfolios l.p. and first trust advisors l.p.("first trust"​) were founded in 1991 with a mission to offer investors a better way to invest. we are single-minded about providing trusted investment products and advisory services. we're inspired every day by how financial advisors and their customers use our products and services to define goals, solve problems and develop long-term strategies. everyone in our company is encouraged to work diligently and respectfully to deliver superior products, services and results that will contribute to the prosperity of our clients. our approach is simple, and our company was built with these core principles in mind: - know what you own - invest for the long-term - employ discipline - re-balance - control taxes we are committed to providing original ideas, inventive products and the highest level of service. disclaimer: this content is for information purposes only and should not be considered an offer to purchase or sell any security. t

Complete history of Joseph Hanzlik stock trades at First Trust Specialty Finance & Opportunities Fund

First Trust Specialty Finance & Opportunities Fund executives and stock owners

First Trust Specialty Finance & Opportunities Fund executives and other stock owners filed with the SEC include:

• Donald Swade,
  Chief Financial Officer, Chief Accounting Officer, Treasurer
• Niel Nielson,
  Independent Trustee
• Thomas Kadlec,
  Independent Trustee
• Richard Erickson,
  Lead Independent Trustee
• Robert Keith,
  Independent Trustee
• W. Scott Jardine,
  Secretary, Chief Legal Officer
• Daniel Lindquist,
  Vice President
• Kristi Maher,
  Chief Compliance Officer, Assistant Secretary
• James Dykas,
  President, Chief Executive Officer
• James Bowen,
  Chairman of the Board of Trustees
• Rosanne Gatta,
  Assistant Secretary
• Robert F Carey,
  Vice President
• Katherine L Urevig,
  Assistant Treasurer
• Erin E Klassman,
  Assistant Secretary
• David B. Miyazaki,
  Investment Committee Member
• Jon C Erickson,
  Investment Adviser
• Mark A. Keller,
  
• Daniel T. Winter,
  Investment Committee member
• Shane Shannon,
  Assistant Secretary
• Coleen D Lynch,
  Assistant Vice President
• David J Schulte,
  
• Trust Portfolios Lp First,
  
• Joseph J Hanzlik,
  
• Brian N Hansen,