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
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 | 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
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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 -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.
Performance of James A Bowen
James A Bowen Ownership Network
Ownership Network List of James A Bowen
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.
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.