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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   $20,996,699    

Indirect Value

   $4,537,580      
Total Shares   1,256,171      
Total Value   $25,534,279      


First Trust Value Line R 100 Fund $92,624 First Trust Exchange-Traded Fund - First Trust Total US Market AlphaDEX - ETF $62,233 First Trust/Four Corners Senior Floating Rate Income Fund $0 First Trust Four Corners Senior Floating Rate Income Fund Ii $41,725 First Trust Strategic High Income Fund $0 First Trust Strategic High Income Fund Ii $0 First Trust/Fiduciary Asset Management Covered Call Fund $76,537 First Trust High Income Long/short Fund $83,317 Bandwidth Inc. $17,116,461 First Trust Active Global Quality Income Etf $1,986,803 First Trust High Yield Opportunities 2027 Term Fund $1,537,000 First Trust Value Line R 100 Fund $92,624 First Trust Exchange-Traded Fund - First Trust Total US Market AlphaDEX - ETF $62,233 First Trust/Four Corners Senior Floating Rate Income Fund $0 First Trust Four Corners Senior Floating Rate Income Fund Ii $41,725 First Trust Strategic High Income Fund $0 First Trust Strategic High Income Fund Ii $0 First Trust/Fiduciary Asset Management Covered Call Fund $76,537 First Trust High Income Long/short Fund $83,317 Bandwidth Inc. $17,116,461 First Trust Active Global Quality Income Etf $1,986,803 First Trust High Yield Opportunities 2027 Term Fund $1,537,000
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    7   
    0    

     Stock price went up :
    3   
    0    
     Stock price went down :
    4   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
   -6.8%
   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 1 of 3
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
FVD First Trust Value Line Di... President   •       •      –    2004-03-10 4 B $14.45 $3,613 D/D 250 1,750 2.73 -
FVD First Trust Value Line Di... President   •       •      –    2004-03-22 4 B $14.10 $3,525 D/D 250 2,000 2.73 -
FCT First Trust Four Corners ... President   •       •      –    2005-04-14 4 B $18.35 $4,588 D/D 250 250 2.73 -
FCM First Trust/Four Corners ... President   •       •      –    2005-04-14 4 B $18.65 $4,663 D/D 250 250 2.73 -
FCT First Trust Four Corners ... President   •       •      –    2005-04-15 4 B $18.33 $4,583 D/D 250 500 2.73 -
FEO First Trust/aberdeen Emer... President   •       •      –    2007-08-01 4 B $18.30 $4,575 D/D 250 2,250 2.73 -
FVD First Trust Value Line Di... President   •       •      –    2004-03-08 4 B $14.69 $7,345 D/D 500 1,500 2.81 -
FVD First Trust Value Line Di... President   •       •      –    2004-04-28 4 B $13.77 $6,885 D/D 500 2,500 2.81 -
FVD First Trust Value Line Di... President   •       •      –    2004-05-12 4 B $12.92 $6,478 D/D 500 3,000 2.81 -
TUSA First Trust Exchange-Trad... President   •       •      –    2004-06-17 4 B $16.85 $8,438 D/D 500 1,250 2.81 -
FVL First Trust Value Line R ... President   •       •      –    2005-03-21 4 B $15.71 $7,855 D/D 500 4,000 2.81 -
FVD First Trust Value Line Di... President   •       •      –    2005-07-27 4 B $15.11 $7,555 D/D 500 3,100 2.81 -
FVD First Trust Value Line Di... President   •       •      –    2005-07-27 4/A B $15.11 $7,555 D/D 500 3,500 2.81 -
FCT First Trust Four Corners ... President   •       •      –    2005-11-25 4 A $16.80 $8,400 D/D 500 1,000 -
FCT First Trust Four Corners ... President   •       •      –    2005-11-25 4/A B $16.80 $8,400 D/D 500 1,000 2.81 -
FEO First Trust/aberdeen Emer... President   •       •      –    2007-08-01 4 B $18.40 $9,200 D/D 500 500 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 -
FEO First Trust/aberdeen Emer... President   •       •      –    2007-10-18 4 B $19.12 $9,560 D/D 500 2,000 2.81 -
TUSA First Trust Exchange-Trad... President   •       •      –    2004-06-16 4 B $17.08 $12,810 D/D 750 750 2.81 -
FAM First Trust Aberdeen Glob... President   •       •      –    2005-04-20 4 B $16.95 $12,755 D/D 750 750 2.81 -
FHY First Trust Strategic Hig... President   •       •      –    2007-08-07 4 B $15.75 $11,903 D/D 750 2,750 2.81 -
FAM First Trust Aberdeen Glob... President   •       •      –    2009-09-28 4 S $15.29 $11,468 D/D (750) 0 0 -
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 -
  63  Records found
  1  2   3      
  Page 1 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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