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Insider Information:   Bowen James A
Relationship:   Officer - Investment A...
City:   Lisle
State:   IL
   
Insider Summary:
  
   
Companies Owned :   15    
Direct Shares   1,053,510    

Indirect Shares

   202,661      
Direct Value   $19,530,658    

Indirect Value

   $4,162,657      
Total Shares   1,256,171      
Total Value   $23,693,315      


First Trust Value Line R 100 Fund $92,624 First Trust Exchange-Traded Fund - First Trust Total US Market AlphaDEX - ETF $60,803 First Trust/Four Corners Senior Floating Rate Income Fund $0 First Trust Four Corners Senior Floating Rate Income Fund Ii $41,092 First Trust Strategic High Income Fund $0 First Trust Strategic High Income Fund Ii $0 First Trust/Fiduciary Asset Management Covered Call Fund $75,376 First Trust High Income Long/short Fund $83,527 Bandwidth Inc. $15,702,193 First Trust Active Global Quality Income Etf $1,986,803 First Trust High Yield Opportunities 2027 Term Fund $1,488,240 First Trust Value Line R 100 Fund $92,624 First Trust Exchange-Traded Fund - First Trust Total US Market AlphaDEX - ETF $60,803 First Trust/Four Corners Senior Floating Rate Income Fund $0 First Trust Four Corners Senior Floating Rate Income Fund Ii $41,092 First Trust Strategic High Income Fund $0 First Trust Strategic High Income Fund Ii $0 First Trust/Fiduciary Asset Management Covered Call Fund $75,376 First Trust High Income Long/short Fund $83,527 Bandwidth Inc. $15,702,193 First Trust Active Global Quality Income Etf $1,986,803 First Trust High Yield Opportunities 2027 Term Fund $1,488,240
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    7   
    0    

     Stock price went up :
    1   
    0    
     Stock price went down :
    6   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
   -7.4%
   0.0%
     
   
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*  
            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*  
            Bandwidth Inc. BAND 10% Owner 2018-08-08 764,469 2018-08-08 202,661    Premium*  
            First Trust Active Global Qualit... AGQI Officer - Investment A... 2021-08-23 157,808 2018-08-17 0    Premium*  
            First Trust High Yield Opportuni... FTHY Officer - Investment A... 2024-04-12 106,000 2022-03-07 0    Premium*  
* Premium Members only  

Records found :    63         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 3
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
FCT First Trust Four Corners ... President   •       •      –    2005-11-25 4/A B $16.80 $8,400 D/D 500 1,000 2.81 -
FHI First Trust Strategic Hig... officerTitle   •       •      –    2006-02-01 4 B $19.00 $19,000 D/D 1,000 1,000 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 -
FEO First Trust/aberdeen Emer... President   •       •      –    2007-08-01 4 B $18.30 $4,575 D/D 250 2,250 2.73 -
FEO First Trust/aberdeen Emer... President   •       •      –    2007-08-01 4 B $18.40 $9,200 D/D 500 500 2.81 -
MFD Macquarie/first Trust Glo... President   •       •      –    2007-08-01 4 B $25.60 $25,600 D/D 1,000 1,000 2.81 -
FHY First Trust Strategic Hig... President   •       •      –    2007-08-02 4 B $17.50 $8,750 D/D 500 1,500 2.81 -
FHY First Trust Strategic Hig... President   •       •      –    2007-08-06 4 B $16.44 $8,220 D/D 500 2,000 2.81 -
FHY First Trust Strategic Hig... President   •       •      –    2007-08-07 4 B $15.75 $11,903 D/D 750 2,750 2.81 -
FHY First Trust Strategic Hig... President   •       •      –    2007-08-08 4 B $14.35 $14,350 D/D 1,000 3,750 2.81 -
FEO First Trust/aberdeen Emer... President   •       •      –    2007-09-04 4 B $18.10 $18,100 D/D 1,000 1,500 2.81 -
FEO First Trust/aberdeen Emer... President   •       •      –    2007-10-18 4 B $19.12 $9,560 D/D 500 2,000 2.81 -
FSD First Trust High Income L... Director   –       •      –    2015-08-24 4 B $14.37 $100,949 D/D 7,025 7,025 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 -
FCT First Trust Four Corners ... Director   –       •      –    2015-08-24 4 B $12.80 $50,624 D/D 3,955 4,955 2.39 -
AGQI First Trust Active Global... Officer - Investment Advisor   –       •      –    2018-08-17 4 B $15.71 $434,278 D/D 27,651 27,651 2.39 -
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 -
AGQI First Trust Active Global... Officer - Investment Advisor   –       •      –    2018-08-22 4 B $15.82 $86,013 D/D 5,437 38,288 2.39 -
AGQI First Trust Active Global... Officer - Investment Advisor   –       •      –    2018-10-11 4 B $14.40 $432,003 D/D 30,000 68,288 2.39 -
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 -
AGQI First Trust Active Global... Officer - Investment Advisor   –       •      –    2021-01-25 4 B $12.11 $545,058 D/D 45,000 116,288 2.39 %
AGQI First Trust Active Global... Officer - Investment Advisor   –       •      –    2021-08-16 4 B $13.74 $85,759 D/D 6,240 122,528 2.39 %
AGQI First Trust Active Global... Officer - Investment Advisor   –       •      –    2021-08-23 4 B $13.60 $479,674 D/D 35,280 157,808 2.39 %
FTHY First Trust High Yield Op... Officer - Investment Advisor   –       •      –    2022-03-07 4 B $17.74 $354,724 D/D 20,000 20,000 2.39 %
FTHY First Trust High Yield Op... Officer - Investment Advisor   –       •      –    2024-03-26 4 B $14.50 $724,910 D/D 50,000 70,000 2.39 %
  63  Records found
  1   2  3      
  Page 2 of 3  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed
 
 
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