BOWEN JAMES A
SEC insider (Form 3/4/5 filer). CIK 0001241109. Director at FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND (FTHY) and 2 other issuers. 6 reported Form 4/5 transactions since Sep 2024; latest on Mar 12, 2025. Located in WHEATON, IL.
Companies BOWEN JAMES A has filed insider reports for
- FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND (FTHY): Director
- FIRST TRUST SENIOR FLOATING RATE INCOME FUND II (FCT): Director
- FIRST TRUST ENHANCED EQUITY INCOME FUND (FFA): Director
BOWEN JAMES A
CIK: 0001241109
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Discretionary Trading P&L
Holdings
Transaction History (6 total)
- Mar 12, 2025FTHY
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND
PurchaseDirect30K shares at avg. $14.46$434K - Dec 16, 2024FCT
FIRST TRUST SENIOR FLOATING RATE INCOME FUND II
SaleDirect4K shares at avg. $10.41$41K - Dec 16, 2024FFA
FIRST TRUST ENHANCED EQUITY INCOME FUND
SaleDirect4K shares at avg. $21.01$84K - Oct 1, 2024FTHY
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND
PurchaseDirect12.1K shares at avg. $15.09$183K - Sep 30, 2024FTHY
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND
PurchaseDirect4.4K shares at avg. $15.20$66K - Sep 10, 2024FTHY
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND
PurchaseDirect17K shares at avg. $14.75$251K
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Mar 12, 2025 |  FTHY FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND | Purchase | 30,000 | $14.46 | $433,842 | Direct |
| Dec 16, 2024 |  FCT FIRST TRUST SENIOR FLOATING RATE INCOME FUND II | Sale | 3,955 | $10.41 | $41,154 | Direct |
| Dec 16, 2024 |  FFA FIRST TRUST ENHANCED EQUITY INCOME FUND | Sale | 4,003 | $21.01 | $84,114 | Direct |
| Oct 1, 2024 | FTHY FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND | Purchase | 12,130 | $15.09 | $183,028 | Direct |
| Sep 30, 2024 | FTHY FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND | Purchase | 4,370 | $15.20 | $66,424 | Direct |
| Sep 10, 2024 | FTHY FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND | Purchase | 17,000 | $14.75 | $250,830 | Direct |
1-6 of 6 transactions