Roger Marshall: net worth, assets and stock trades

Roger Marshall in short

What is Roger Marshall's net worth?

Based on the 2025 financial disclosure report (filed August 11, 2026), Roger Marshall's net worth was between $2.6 million and $9.6 million, with a middle estimate of $6.1 million. The report lists 53 assets worth $3.1 million to $9.9 million and 1 liabilities of $250,000 to $500,000. Values are filed as ranges, so net worth is a range. As reported, the figures leave out the personal home.

What stocks does Roger Marshall own?

The 2025 report lists 9 stock, fund and option holdings. The largest are: First Trust Managed Futures Strategy Fund (FMF), $1,001 - $15,000; First Trust Developed Markets Ex-US AlphaDEX Fund (FDT), $1,001 - $15,000; First Trust Large Cap Value AlphaDEX Fund (FTA), $1,001 - $15,000; First Trust NASDAQ-100-Technology Sector Index Fund (QTEC), $1,001 - $15,000; First Trust Core Investment Grade ETF (FTCB), $1,001 - $15,000; First Trust Rising Dividend Achievers ETF (RDVY), $1,001 - $15,000; First Trust Active Factor Large Cap ETF (AFLG), $1,001 - $15,000; First Trust TCW Opportunistic Fixed Income ETF (FIXD), None (or less than $1,001); First Trust Alternative Absolute Return Strategy E (FAAR), None (or less than $1,001). Some are held by the spouse.

Does Roger Marshall trade stocks?

Roger Marshall reported 141 trades (72 buys and 69 sells), the latest on August 29, 2023. Trades by the spouse and dependent children are included.

From official financial disclosure reports. Amounts are filed as ranges, so values are estimates.