Insider · CIK 0001241109
James A Bowen
Files at FCT (FIRST TRUST SENIOR FLOATING RATE INCOME FUND II), FFA (FIRST TRUST ENHANCED EQUITY INCOME FUND), FTHY (FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND). First filing Dec 17, 2024, latest Mar 13, 2025.
In brief
James A Bowen files SEC Form 4 as director at FCT (FIRST TRUST SENIOR FLOATING RATE INCOME FUND II), and also at FFA (FIRST TRUST ENHANCED EQUITY INCOME FUND), FTHY (FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND). Since Dec 17, 2024, James A Bowen has reported 1 open-market buy worth $434k and 2 open-market sells worth $125k, the latest filed on Mar 13, 2025.
A track record needs three past buys with six months of prices behind them; James A Bowen has 0, so none is measured yet.
The newest scored trade: bought $434k of FTHY on Mar 12, 2025, filed Mar 13, 2025, scored 38 (weak).
Where the trades landed
Last year at the 2 companies this insider has traded most, with each buy and sell on the bar it happened.
FTHY: FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™
FFA: FIRST TRUST ENHANCED EQUITY INCOME FUND
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™
Signals
This insider’s open-market buys and sells, scored.
| Score | Company | Value | Holdings | Price context | Filed |
|---|---|---|---|---|---|
| 38Weak | FTHYbuy FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND | $434k 30,000 shares | +22% | - | |
| 44Moderate | FFAsell FIRST TRUST ENHANCED EQUITY INCOME FUND | $84k 4,003 shares | -100% | - | |
| 41Moderate | FCTsell FIRST TRUST SENIOR FLOATING RATE INCOME FUND II | $41k 3,955 shares | -100% | - |
Transactions
Every row this insider has filed, 3 in all, newest first.
| Date | Company | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|---|
| Mar 12, 2025 | FTHY FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND | POpen-market purchase Common Shares | +30,000 | $14.46 | $434k | 169,500 | Mar 13, 2025 |
| Dec 16, 2024 | FFA FIRST TRUST ENHANCED EQUITY INCOME FUND | SOpen-market sale Common Shares | -4,003 | $21.01 | $84k | 0 | Dec 17, 2024 |
| Dec 16, 2024 | FCT FIRST TRUST SENIOR FLOATING RATE INCOME FUND II | SOpen-market sale Common Shares | -3,955 | $10.41 | $41k | 0 | Dec 17, 2024 |
Questions about James A Bowen
Answered from the filings on this page, as of the latest one.
Is James A Bowen buying or selling?
Not in the last 12 months. James A Bowen's latest open-market trade on SEC Form 4 was bought $434k of FTHY on Mar 12, 2025.
How did James A Bowen's past buys perform?
Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and James A Bowen has 0.
Where does James A Bowen file Form 4?
James A Bowen has filed Form 4 at FCT (FIRST TRUST SENIOR FLOATING RATE INCOME FUND II); FFA (FIRST TRUST ENHANCED EQUITY INCOME FUND); FTHY (FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND). A Form 4 is required of officers, directors and holders of more than 10% of a share class within two business days of a trade.
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.