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David Mcgarel

FTHY
OFFICER-INVESTMENT ADVISER · FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND · CIK 0001241126
FILING MIX · LIFETIME100%/0%
BUYS
3
SELLS
0
TOTAL VALUE
$196.2K
COMPANIES
1
ACTIVE SINCE
Jun 2024
HOLDINGS NOW
14,000
AVG SELL PX
TRADE KIND
SHOWING 3 / 3
Trades · vs SPY
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Performance · forward returns vs SPY
3 backtested trades · 8 horizonsHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by David Mcgarel, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d3+100.00%+1.57%-0.35%+1.92%+1.92%
14d3+100.00%+1.36%+0.42%+0.94%+0.94%
30d3+100.00%+4.35%+1.08%+3.27%+3.27%
60d3+100.00%+4.57%+1.39%+3.18%+3.18%
90d3+100.00%+5.71%+2.95%+2.76%+2.76%
180d3+100.00%+5.00%+11.33%-6.33%-6.33%
1y3+100.00%+2.78%+10.31%-7.53%-7.53%
2y3+0.00%-4.00%+35.09%-39.09%-39.09%
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
FTHY · 14,000 shares · as of Jun 18, 2024
03,5007,00010,50014,000SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2024
FLOW · 3 buys / 0 sellsCOVERAGE · 1 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
FTHY
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND
PURCHASE
Officer-Investment Adviser
6,000$14.02$84.1K6,000Jun 18, 2024Jun 18, 2024View →
FTHY
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND
PURCHASE
Officer-Investment Adviser
5,000$14.01$70.0K11,000Jun 18, 2024Jun 18, 2024View →
FTHY
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND
PURCHASE
Officer-Investment Adviser
3,000$14.01$42.0K14,000Jun 18, 2024Jun 18, 2024View →
Other insiders · FTHY
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About this filer
CIK 0001241126
ROLE
Officer-Investment Adviser
PRIMARY
FTHY
COMPANIES
1
ACTIVE SINCE
Jun 2024
MARKETPEEL · /INSIDER/0001241126DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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