James A Bowen - Net Worth and Insider Trading

James A Bowen Net Worth

The estimated net worth of James A Bowen is at least $24 Million dollars as of 2024-05-13. James A Bowen is the 10% Owner of Bandwidth Inc and owns about 954,017 shares of Bandwidth Inc (BAND) stock worth over $21 Million. James A Bowen is 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. James A Bowen is also the Officer - Investment Advisor of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND and owns about 106,000 shares of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND (FTHY) stock worth over $2 Million. Besides these, James A Bowen also holds First Trust High Income Long/Short Fund (FSD) , First Trust Enhanced Equity Income Fund (FFA) , First Trust Senior Floating Rate Income Fund II (FCT) , First Trust/aberdeen Emerging Opp Fund (FEO) , First Trust/aberdeen Global Oppo Income (FAM) . 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 assumption that James A Bowen has not made any transactions after 2024-04-12 and currently still holds the listed stock(s).

Transaction Summary of James A Bowen

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James A Bowen Insider Ownership Reports

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 2015-08-24 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
2015-08-24 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
2024-04-12 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 $21 Million and a weighting of 84.77%. James A Bowen 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 8.17%. James A Bowen also owns 106,000 shares of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND (FTHY) as of April 12, 2024, with a value of $2 Million and a weighting of 6.2%. The other 5 stocks First Trust High Income Long/Short Fund (FSD) , First Trust Enhanced Equity Income Fund (FFA) , First Trust Senior Floating Rate Income Fund II (FCT) , First Trust/aberdeen Emerging Opp Fund (FEO) , First Trust/aberdeen Global Oppo Income (FAM) have a combined weighting of 0.86% 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 21.61 20,616,307
FDEU First Trust Dynamic Europe Equity Income Fund 2021-08-23 157,808 12.59 1,986,803
FTHY FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND 2024-04-12 106,000 14.23 1,508,380
FSD First Trust High Income Long/Short Fund 2015-08-24 7,025 11.77 82,684
FFA First Trust Enhanced Equity Income Fund 2015-08-24 4,003 18.83 75,376
FCT First Trust Senior Floating Rate Income Fund II 2015-08-24 4,955 10.44 51,730
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 6.35 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 4 transactions in First Trust Dynamic Europe Equity Income Fund (FDEU) over the past 5 years, including 4 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.

According to the SEC Form 4 filings, James A Bowen has made a total of 4 transactions in FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND (FTHY) over the past 5 years, including 4 buys and 0 sells. The most-recent trade in FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND is the acquisition of 20,000 shares on April 12, 2024, which cost James A Bowen around $281,400.

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

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

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 -2.28%. 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 10 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.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of James A Bowen

Average Return

Average return per transaction

Outperforming Transactions

2 out of 10 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) -0.31
Relative Return to S&P 500(%) -1.76

James A Bowen Ownership Network

Ownership Network List of James A Bowen

No Data

Ownership Network Relation of James A Bowen


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.

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First Trust Dynamic Europe Equity Income Fund Insider Transactions

No Available Data

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.

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