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Thomas Kadlec Biography and Net Worth

Director of First Trust Specialty Finance and Financial Opportunities Fund
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Thomas R. Kadlec serves as Independent Trustee of the Company. He is President (March 2010 to Present), Senior Vice President and Chief Financial Officer (May 2007 to March 2010), Vice President and Chief Financial Officer (1990 to May 2007), ADM Investor Services, Inc. (Futures Commission Merchant).

How do I contact Thomas R. Kadlec?

The corporate mailing address for Mr. Kadlec and other First Trust Specialty Finance and Financial Opportunities Fund executives is 120 E Liberty Dr Ste 400, WHEATON, IL 60187-5455, United States. First Trust Specialty Finance and Financial Opportunities Fund can also be reached via phone at 630-765-8000. Learn More on Thomas R. Kadlec's contact information.

Has Thomas R. Kadlec been buying or selling shares of First Trust Specialty Finance and Financial Opportunities Fund?

Thomas R. Kadlec has not been actively trading shares of First Trust Specialty Finance and Financial Opportunities Fund over the course of the past ninety days. Most recently, Thomas R. Kadlec sold 2,432 shares of the business's stock in a transaction on Tuesday, December 28th. The shares were sold at an average price of $4.07, for a transaction totalling $9,898.24. Learn More on Thomas R. Kadlec's trading history.

Thomas R. Kadlec Insider Trading History at First Trust Specialty Finance and Financial Opportunities Fund

Transaction DateBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
12/28/2021Sell2,432$4.07$9,898.24View SEC Filing Icon  
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Thomas R. Kadlec Buying and Selling Activity at First Trust Specialty Finance and Financial Opportunities Fund

This chart shows Thomas R Kadlec's buying and selling at First Trust Specialty Finance and Financial Opportunities Fund by year and by quarter.

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First Trust Specialty Finance and Financial Opportunities Fund Company Overview

First Trust Specialty Finance and Financial Opportunities Fund logo
First Trust Specialty Finance and Financial Opportunities Fund is a closed-ended equity mutual fund launched and managed by First Trust Advisors L.P. It is co-managed by Confluence Investment Management LLC. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating in the specialty finance and other financial sectors. The fund primarily invests in value stocks of companies, as well as in Business Development Companies, REITs, and other mortgage related securities. It employs fundamental analysis to create its portfolio. The fund benchmarks the performance of its portfolio against a composite benchmark comprised of 70% Wells Fargo BDC Index, 20% FTSE NAREIT Mortgage REIT Index, and 10% S&P SmallCap Financials Index. It was formerly known as First Trust/Gallatin Specialty Finance and Financial Opportunities Fund. First Trust Specialty Finance and Financial Opportunities Fund was formed on March 20, 2007 and domiciled in the United States.
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Today's Range

Now: $3.57
Low: $3.54
High: $3.58

50 Day Range

MA: $3.63
Low: $3.52
High: $3.77

2 Week Range

Now: $3.57
Low: $2.85
High: $3.79

Volume

14,760 shs

Average Volume

54,203 shs

Market Capitalization

N/A

P/E Ratio

N/A

Dividend Yield

0.11%

Beta

N/A
New York goes dark, then America.
From Porter & Company   |   Ad
Artificial intelligence is about to trigger a shocking new crisis in New York. Experts warn it could be “the next 9/11” and while New York will be ground zero for this looming catastrophe, it will not be the only state impacted. This crisis could affect 233 million Americans starting at any moment from now.
Click here for the full story.