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Insider
Information: |
Bowen James A |
Relationship: |
Officer - Investment A... |
City: |
Lisle |
State: |
IL |
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Insider
Summary: |
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Companies Owned : |
15 |
|
Direct
Shares |
1,070,510 |
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Indirect Shares
|
202,661 |
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Direct
Value |
$17,456,955 |
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Indirect Value
|
$3,518,195 |
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Total
Shares |
1,273,171 |
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Total
Value |
$20,975,150 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
Total
Filings :
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3
|
0
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Stock
price went up :
|
3
|
0
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Stock
price went down : |
0
|
0
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Gain/Loss Ratio : |
3.0
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0.0
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Percentage
Gain/Loss : |
3.1%
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0.0%
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Holdings
:
Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold |
|
First Trust Value Line R 100 Fund |
FVL |
President, Director |
2005-03-21 |
4,000 |
2003-12-26 |
0 |
Premium* |
|
First Trust Value Line Dividend ... |
FVD |
President, Director |
2006-12-15 |
0 |
2004-04-28 |
0 |
Premium* |
|
First Trust Exchange-Traded Fund... |
TUSA |
President, Director |
2004-06-17 |
1,250 |
2004-06-16 |
0 |
Premium* |
|
First Trust/Four Corners Senior ... |
FCM |
President, Director |
2005-04-14 |
250 |
2005-04-14 |
0 |
Premium* |
|
First Trust Four Corners Senior ... |
FCT |
Officer-Investment Adv... |
2019-06-07 |
3,955 |
2005-04-14 |
0 |
Premium* |
|
First Trust Aberdeen Global Oppo... |
FAM |
President, Director |
2009-09-28 |
0 |
2005-04-20 |
0 |
Premium* |
|
First Trust Strategic High Incom... |
FHI |
President, Director |
2006-02-01 |
1,000 |
2006-02-01 |
0 |
Premium* |
|
First Trust Strategic High Incom... |
FHY |
President, Director |
2007-08-08 |
3,750 |
2007-07-30 |
0 |
Premium* |
|
First Trust/aberdeen Emerging Op... |
FEO |
President, Director |
2009-09-28 |
0 |
2007-08-01 |
0 |
Premium* |
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Macquarie/first Trust Global Inf... |
MFD |
President, Director |
2009-03-05 |
0 |
2007-08-01 |
0 |
Premium* |
|
First Trust/Fiduciary Asset Mana... |
FFA |
Director |
2015-08-24 |
4,003 |
2015-08-24 |
0 |
Premium* |
|
First Trust High Income Long/sho... |
FSD |
Officer - Investment A... |
2019-06-07 |
7,025 |
2015-08-24 |
0 |
Premium* |
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Bandwidth Inc. |
BAND |
10% Owner |
2018-08-08 |
764,469 |
2018-08-08 |
202,661 |
Premium* |
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First Trust Active Global Qualit... |
AGQI |
Officer - Investment A... |
2021-08-23 |
157,808 |
2018-08-17 |
0 |
Premium* |
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First Trust High Yield Opportuni... |
FTHY |
Officer - Investment A... |
2024-09-10 |
123,000 |
2022-03-07 |
0 |
Premium* |
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Records found :
64 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 2 of 3
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Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
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|
3m +/- |
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|
Form |
TUSA |
First Trust Exchange-Trad... |
President |
|
2004-06-17 |
4 |
B |
$16.85 |
$8,438 |
D/D |
500 |
1,250 |
2.81 |
- |
|
FHY |
First Trust Strategic Hig... |
President |
|
2007-08-02 |
4 |
B |
$17.50 |
$8,750 |
D/D |
500 |
1,500 |
2.81 |
- |
|
FEO |
First Trust/aberdeen Emer... |
President |
|
2007-08-01 |
4 |
B |
$18.40 |
$9,200 |
D/D |
500 |
500 |
2.81 |
- |
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FEO |
First Trust/aberdeen Emer... |
President |
|
2007-10-18 |
4 |
B |
$19.12 |
$9,560 |
D/D |
500 |
2,000 |
2.81 |
- |
|
FAM |
First Trust Aberdeen Glob... |
President |
|
2009-09-28 |
4 |
S |
$15.29 |
$11,468 |
D/D |
(750) |
0 |
0 |
- |
|
FHY |
First Trust Strategic Hig... |
President |
|
2007-08-07 |
4 |
B |
$15.75 |
$11,903 |
D/D |
750 |
2,750 |
2.81 |
- |
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FAM |
First Trust Aberdeen Glob... |
President |
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2005-04-20 |
4 |
B |
$16.95 |
$12,755 |
D/D |
750 |
750 |
2.81 |
- |
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TUSA |
First Trust Exchange-Trad... |
President |
|
2004-06-16 |
4 |
B |
$17.08 |
$12,810 |
D/D |
750 |
750 |
2.81 |
- |
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FHY |
First Trust Strategic Hig... |
President |
|
2007-08-08 |
4 |
B |
$14.35 |
$14,350 |
D/D |
1,000 |
3,750 |
2.81 |
- |
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FVD |
First Trust Value Line Di... |
President |
|
2004-02-10 |
4 |
B |
$14.71 |
$14,710 |
D/D |
1,000 |
1,000 |
2.81 |
- |
|
FVL |
First Trust Value Line R ... |
President |
|
2004-06-14 |
4 |
B |
$15.36 |
$15,390 |
D/D |
1,000 |
2,500 |
2.81 |
- |
|
FVL |
First Trust Value Line R ... |
President |
|
2005-03-10 |
4 |
B |
$16.13 |
$16,130 |
D/D |
1,000 |
3,500 |
2.81 |
- |
|
FHY |
First Trust Strategic Hig... |
President |
|
2007-07-30 |
4 |
B |
$18.01 |
$18,050 |
D/D |
1,000 |
1,000 |
2.81 |
- |
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FEO |
First Trust/aberdeen Emer... |
President |
|
2007-09-04 |
4 |
B |
$18.10 |
$18,100 |
D/D |
1,000 |
1,500 |
2.81 |
- |
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FHI |
First Trust Strategic Hig... |
officerTitle |
|
2006-02-01 |
4 |
B |
$19.00 |
$19,000 |
D/D |
1,000 |
1,000 |
2.81 |
- |
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FVL |
First Trust Value Line R ... |
President |
|
2003-12-26 |
4 |
B |
$15.99 |
$23,985 |
D/D |
1,500 |
1,500 |
2.81 |
- |
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FVL |
First Trust Value Line R ... |
President |
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2003-12-26 |
5 |
B |
$15.99 |
$23,985 |
D/D |
1,500 |
1,500 |
0 |
- |
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MFD |
Macquarie/first Trust Glo... |
President |
|
2007-08-01 |
4 |
B |
$25.60 |
$25,600 |
D/D |
1,000 |
1,000 |
2.81 |
- |
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FEO |
First Trust/aberdeen Emer... |
President |
|
2009-09-28 |
4 |
S |
$17.08 |
$38,437 |
D/D |
(2,250) |
0 |
0 |
- |
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AGQI |
First Trust Active Global... |
Officer - Investment Advisor |
|
2019-08-14 |
4 |
B |
$13.01 |
$39,018 |
D/D |
3,000 |
71,288 |
2.39 |
- |
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BAND |
Bandwidth Inc. |
10% Owner |
|
2018-02-15 |
4 |
OE |
$10.26 |
$50,551 |
D/D |
4,927 |
1,101,356 |
0 |
- |
|
FCT |
First Trust Four Corners ... |
Director |
|
2015-08-24 |
4 |
B |
$12.80 |
$50,624 |
D/D |
3,955 |
4,955 |
2.39 |
- |
|
FFA |
First Trust/Fiduciary Ass... |
Director |
|
2015-08-24 |
4 |
B |
$12.94 |
$51,799 |
D/D |
4,003 |
4,003 |
2.39 |
- |
|
FVD |
First Trust Value Line Di... |
President |
|
2006-12-15 |
4 |
D |
$16.81 |
$58,828 |
D/D |
(3,500) |
0 |
0 |
- |
|
AGQI |
First Trust Active Global... |
Officer - Investment Advisor |
|
2018-08-20 |
4 |
B |
$15.78 |
$82,056 |
D/D |
5,200 |
32,851 |
2.39 |
- |
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64 Records found
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Page 2 of 3 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
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B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
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S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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