James A. Bowen - Insider Trading & Ownership

Entity: Individual
Location: C/O First Trust Advisors Lp, 120 East Liberty Drive, Suite 400, Wheaton, IL
Summary: The estimated net worth of James A. Bowen is at least $9.18M dollars as of March 13, 2025. James A. Bowen is the 10%+ Owner of First Trust Private Credit Fund and owns shares of First Trust Private Credit Fund stock worth about $4.91M. James A. Bowen is the Director, Officer - Investment Advisor of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND and owns shares of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND (FTHY) stock worth about $2.45M. James A. Bowen is the Director, Officer - Investment Advisor of FIRST TRUST DYNAMIC EUROPE EQUITY INCOME FUND and owns shares of FIRST TRUST DYNAMIC EUROPE EQUITY INCOME FUND stock worth about $1.82M.
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Ownership of James A. Bowen

Symbol	Company	Relationship	Holdings Value	Past Year Net Change	Change %	Report Period
FTPCX	First Trust Private Credit Fund	10%+ Owner	$4.91M			Jun 30, 2023
FTHY	FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND	Director, Officer - Investment Advisor	$2.45M	+$934K	+61.6%	Mar 12, 2025
FDEU	FIRST TRUST DYNAMIC EUROPE EQUITY INCOME FUND	Director, Officer - Investment Advisor	$1.82M			Aug 23, 2021
FFA	FIRST TRUST ENHANCED EQUITY INCOME FUND	Director, Officer - Investment Advisor	$0	-$84.1K	-100%	Dec 16, 2024
FCT	FIRST TRUST SENIOR FLOATING RATE INCOME FUND II	Director, Officer - Investment Advisor	$0	-$41.2K	-100%	Dec 16, 2024
FTCRED	First Trust Enhanced Private Credit Fund	Director				Jul 1, 2024
FTPAX	First Trust Private Assets Fund	Director				Dec 16, 2006
FTREX	First Trust Real Assets Fund	10%+ Owner				Apr 29, 2022

Showing 1 to 8 of 8 entries

Sym	Company	Class	Transaction	%	Value $	* Price $	Shares	Shares After	Date	Ownership
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* An asterisk sign (*) next to the price indicates that the price is likely invalid.