James A. Bowen

Insider Reports History

Entity
Individual
Location
C/O First Trust Advisors Lp, 120 East Liberty Drive, Suite 400, Wheaton, IL
Signature
/s/ James A. Bowen, by Erin Klassman, attorney-in-fact, pursuant to a Power of Attorney
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by James A. Bowen:

Stock Role Class Num Shares Value Price $ Report Date Ownership
First Trust Private Credit Fund 10%+ Owner Class I Common Shares 475K $4.91M $10.33 Jun 30, 2023 First Trust Capital Partners LLC
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND Director, Officer - Investment Advisor Common Shares 140K $2.1M $15.09 Oct 1, 2024 Direct
FIRST TRUST DYNAMIC EUROPE EQUITY INCOME FUND Director, Officer - Investment Advisor Common Shares 158K $1.82M $11.55 Aug 23, 2021 Direct
FIRST TRUST ENHANCED EQUITY INCOME FUND Director, Officer - Investment Advisor Common Shares 0 $0 $21.01 Dec 16, 2024 Direct
FIRST TRUST SENIOR FLOATING RATE INCOME FUND II Director, Officer - Investment Advisor Common Shares 0 $0 $10.41 Dec 16, 2024 Direct
First Trust Real Assets Fund 10%+ Owner Class I Common Shares 500K Apr 29, 2022 First Trust Capital Partners LLC
First Trust Enhanced Private Credit Fund Director Common Shares 0 Jul 1, 2024 Direct
First Trust Private Assets Fund Director Common Shares 0 Dec 16, 2006 Direct

Insider Reports Filed by James A. Bowen

Symbol Company Period Transactions Value $ Form Type Date Filed Role
FCT FIRST TRUST SENIOR FLOATING RATE INCOME FUND II Dec 16, 2024 1 -$41.2K 4 Dec 17, 2024 Director, Officer - Investment Advisor
FFA FIRST TRUST ENHANCED EQUITY INCOME FUND Dec 16, 2024 1 -$84.1K 4 Dec 17, 2024 Director, Officer - Investment Advisor
FTHY FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND Oct 1, 2024 1 $183K 4 Oct 2, 2024 Director, Officer - Investment Advisor
FTHY FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND Sep 30, 2024 1 $66.4K 4 Oct 1, 2024 Director, Officer - Investment Advisor
FTHY FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND Sep 10, 2024 1 $251K 4 Sep 11, 2024 Director, Officer - Investment Advisor
FTCRED First Trust Enhanced Private Credit Fund Jul 1, 2024 0 $0 3 Jul 9, 2024 Director
FTHY FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND Apr 12, 2024 1 $281K 4 Apr 15, 2024 Director, Officer - Investment Advisor
FTHY FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND Apr 3, 2024 1 $228K 4 Apr 4, 2024 Director, Officer - Investment Advisor
FTHY FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND Mar 26, 2024 1 $725K 4 Mar 27, 2024 Director, Officer - Investment Advisor
FTPCX First Trust Private Credit Fund Jun 30, 2023 1 -$251K 4 Jan 10, 2024 10%+ Owner
FTPCX First Trust Private Credit Fund May 6, 2022 0 $0 3 Apr 20, 2023 10%+ Owner
FTREX First Trust Real Assets Fund Apr 29, 2022 0 $0 3 Apr 20, 2023 10%+ Owner
FTHY FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND Mar 7, 2022 1 $355K 4 Mar 8, 2022 Director, Officer - Investment Advisor
FDEU FIRST TRUST DYNAMIC EUROPE EQUITY INCOME FUND Aug 23, 2021 1 $480K 4 Aug 24, 2021 Director, Officer - Investment Advisor
FDEU FIRST TRUST DYNAMIC EUROPE EQUITY INCOME FUND Aug 16, 2021 1 $85.8K 4 Aug 17, 2021 Director, Officer - Investment Advisor
FTPAX First Trust Private Assets Fund Dec 16, 2006 0 $0 3 May 9, 2024 Director