James A Bowen - Net Worth and Insider Trading
James A Bowen Net Worth
The estimated net worth of James A Bowen is at least $21 Million dollars as of 2024-12-26. James A Bowen is the 10% Owner of Bandwidth Inc and owns about 954,017 shares of Bandwidth Inc (BAND) stock worth over $17 Million. James A Bowen is the Director of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND and owns about 139,500 shares of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND (FTHY) stock worth over $2 Million. James A Bowen is also the Officer - Investment Advisor of First Trust Dynamic Europe Equity Income Fund and owns about 157,808 shares of First Trust Dynamic Europe Equity Income Fund (FDEU) stock worth over $2 Million. Besides these, James A Bowen also holds First Trust High Income Long/Short Fund (FSD) , First Trust Senior Floating Rate Income Fund II (FCT) , First Trust/aberdeen Emerging Opp Fund (FEO) , First Trust/aberdeen Global Oppo Income (FAM) , First Trust Enhanced Equity Income Fund (FFA) . Details can be seen in James A Bowen's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that James A Bowen has not made any transactions after 2024-12-16 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of James A Bowen
James A Bowen Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, James A Bowen owns 18 companies in total, including First Trust Dynamic Europe Equity Income Fund (FDEU) , First Trust Senior Floating Rate Income Fund II (FCT) , and First Trust High Income Long/Short Fund (FSD) among others .
Click here to see the complete history of James A Bowen’s form 4 insider trades.
Insider Ownership Summary of James A Bowen
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
FDEU | First Trust Dynamic Europe Equity Income Fund | 2021-08-23 | director & other: Officer - Investment Advisor |
FCT | First Trust Senior Floating Rate Income Fund II | 2024-12-16 | director & President |
FSD | First Trust High Income Long/Short Fund | 2015-08-24 | director & President & other: Officer - Investment Adviser |
2018-08-08 | 10 percent owner | ||
2016-12-21 | director & other: Officer - Investment Advisor | ||
2024-12-16 | director & President | ||
2014-03-26 | director & other: Officer - Investment Advisor | ||
2013-05-22 | director & other: Officer - Investment Advisor | ||
2012-11-27 | director & other: Officer - Investment Advisor | ||
2011-09-27 | director & President & other: Officer - Investment Advisor | ||
2009-09-28 | director & President | ||
2009-09-28 | director & President & other: Officer-Investment Adviser | ||
2004-03-24 | director & President | ||
2006-03-27 | director & President | ||
2007-05-24 | director & President & other: Officer-Investment Adviser | ||
2005-05-23 | director & President | ||
2004-06-23 | director & President | ||
2024-10-01 | director & other: Officer - Investment Advisor |
James A Bowen Latest Holdings Summary
James A Bowen currently owns a total of 8 stocks. Among these stocks, James A Bowen owns 954,017 shares of Bandwidth Inc (BAND) as of August 8, 2018, with a value of $17 Million and a weighting of 80.44%. James A Bowen owns 139,500 shares of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND (FTHY) as of October 1, 2024, with a value of $2 Million and a weighting of 9.69%. James A Bowen also owns 157,808 shares of First Trust Dynamic Europe Equity Income Fund (FDEU) as of August 23, 2021, with a value of $2 Million and a weighting of 9.45%. The other 5 stocks First Trust High Income Long/Short Fund (FSD) , First Trust Senior Floating Rate Income Fund II (FCT) , First Trust/aberdeen Emerging Opp Fund (FEO) , First Trust/aberdeen Global Oppo Income (FAM) , First Trust Enhanced Equity Income Fund (FFA) have a combined weighting of 0.42% among all his current holdings.
Latest Holdings of James A Bowen
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
BAND | Bandwidth Inc | 2018-08-08 | 954,017 | 17.73 | 16,914,721 |
FTHY | FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND | 2024-10-01 | 139,500 | 14.61 | 2,038,095 |
FDEU | First Trust Dynamic Europe Equity Income Fund | 2021-08-23 | 157,808 | 12.59 | 1,986,803 |
FSD | First Trust High Income Long/Short Fund | 2015-08-24 | 7,025 | 12.57 | 88,304 |
FCT | First Trust Senior Floating Rate Income Fund II | 2024-12-16 | 0 | 10.48 | 0 |
FEO | First Trust/aberdeen Emerging Opp Fund | 2009-09-28 | 0 | 9.58 | 0 |
FAM | First Trust/aberdeen Global Oppo Income | 2009-09-28 | 0 | 6.75 | 0 |
FFA | First Trust Enhanced Equity Income Fund | 2024-12-16 | 0 | 20.72 | 0 |
Holding Weightings of James A Bowen
James A Bowen Form 4 Trading Tracker
According to the SEC Form 4 filings, James A Bowen has made a total of 0 transactions in Bandwidth Inc (BAND) over the past 5 years. The most-recent trade in Bandwidth Inc is the sale of 350,000 shares on August 8, 2018, which brought James A Bowen around $15 Million.
According to the SEC Form 4 filings, James A Bowen has made a total of 7 transactions in FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND (FTHY) over the past 5 years, including 7 buys and 0 sells. The most-recent trade in FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND is the acquisition of 12,130 shares on October 1, 2024, which cost James A Bowen around $183,042.
According to the SEC Form 4 filings, James A Bowen has made a total of 3 transactions in First Trust Dynamic Europe Equity Income Fund (FDEU) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in First Trust Dynamic Europe Equity Income Fund is the acquisition of 35,280 shares on August 23, 2021, which cost James A Bowen around $479,808.
More details on James A Bowen's insider transactions can be found in the Insider Trading History of James A Bowen table.Insider Trading History of James A Bowen
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James A Bowen Trading Performance
GuruFocus tracks the stock performance after each of James A Bowen's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by James A Bowen is -1.52%. GuruFocus also compares James A Bowen's trading performance to market benchmark return within the same time period. The performance of stocks bought by James A Bowen within 3 months outperforms 3 times out of 14 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how James A Bowen's insider trading performs compared to the benchmark.
Performance of James A Bowen
James A Bowen Ownership Network
James A Bowen Owned Company Details
What does First Trust Dynamic Europe Equity Income Fund do?
Who are the key executives at First Trust Dynamic Europe Equity Income Fund?
James A Bowen is the director & other: Officer - Investment Advisor of First Trust Dynamic Europe Equity Income Fund. Other key executives at First Trust Dynamic Europe Equity Income Fund include other: Officer - Investment Advisor Kelly Catherine Dehler , other: Portfolio Mgr. Sub-Advisor Faizan Baig , and other: Officer - Investment Advisor Scott Michael Friske .
First Trust Dynamic Europe Equity Income Fund (FDEU) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of First Trust Dynamic Europe Equity Income Fund (FDEU) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of First Trust Dynamic Europe Equity Income Fund (FDEU) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
First Trust Dynamic Europe Equity Income Fund (FDEU)'s detailed insider trading history can be found in Insider Trading Tracker table.
First Trust Dynamic Europe Equity Income Fund Insider Transactions
James A Bowen Mailing Address
Above is the net worth, insider trading, and ownership report for James A Bowen. You might contact James A Bowen via mailing address: C/o First Trust Advisors Lp, 120 East Liberty Drive, Suite 400, Wheaton Il 60187.