Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
  
   
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   $18,166,246    

Indirect Value

   $3,799,894      
Total Shares   1,256,171      
Total Value   $21,966,139      


First Trust Value Line R 100 Fund $92,624 First Trust Exchange-Traded Fund - First Trust Total US Market AlphaDEX - ETF $60,051 First Trust/Four Corners Senior Floating Rate Income Fund $0 First Trust Four Corners Senior Floating Rate Income Fund Ii $40,539 First Trust Strategic High Income Fund $0 First Trust Strategic High Income Fund Ii $0 First Trust/Fiduciary Asset Management Covered Call Fund $72,815 First Trust High Income Long/short Fund $81,841 Bandwidth Inc. $14,333,794 First Trust Active Global Quality Income Etf $1,986,803 First Trust High Yield Opportunities 2027 Term Fund $1,497,780 First Trust Value Line R 100 Fund $92,624 First Trust Exchange-Traded Fund - First Trust Total US Market AlphaDEX - ETF $60,051 First Trust/Four Corners Senior Floating Rate Income Fund $0 First Trust Four Corners Senior Floating Rate Income Fund Ii $40,539 First Trust Strategic High Income Fund $0 First Trust Strategic High Income Fund Ii $0 First Trust/Fiduciary Asset Management Covered Call Fund $72,815 First Trust High Income Long/short Fund $81,841 Bandwidth Inc. $14,333,794 First Trust Active Global Quality Income Etf $1,986,803 First Trust High Yield Opportunities 2027 Term Fund $1,497,780
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    6   
    0    

     Stock price went up :
    1   
    0    
     Stock price went down :
    5   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
   -8.6%
   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 :    25         Free Registration Required For Full Results.    Limit: 25

 Download
  Page 1 of 1
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
FTHY First Trust High Yield Op... Officer - Investment Advisor   –       •      –    2024-04-12 4 B $14.07 $281,476 D/D 20,000 106,000 2.39 %
FTHY First Trust High Yield Op... Officer - Investment Advisor   –       •      –    2024-04-03 4 B $14.25 $227,986 D/D 16,000 86,000 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 %
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 %
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 %
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   –       •      –    2021-01-25 4 B $12.11 $545,058 D/D 45,000 116,288 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 -
FCT First Trust Four Corners ... Officer-Investment Advisor   –       •      –    2019-06-07 4 D $0.00 $0 D/D (1,000) 3,955 0 -
FSD First Trust High Income L... Officer - Investment Advisor   –       •      –    2019-06-07 4 D $0.00 $0 D/D (1,211) 7,025 0 -
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   –       •      –    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   –       •      –    2018-08-20 4 B $15.78 $82,056 D/D 5,200 32,851 2.39 -
AGQI First Trust Active Global... Officer - Investment Advisor   –       •      –    2018-08-17 4 B $15.71 $434,278 D/D 27,651 27,651 2.39 -
BAND Bandwidth Inc. 10% Owner   –       –       •   2018-08-08 4 S $42.00 $14,700,000 D/D (350,000) 13,113 0 -
BAND Bandwidth Inc. 10% Owner   –       –       •   2018-07-17 4 A $0.00 $0 D/D 350,000 363,113 0 -
BAND Bandwidth Inc. 10% Owner   –       –       •   2018-07-17 4 A $0.00 $0 D/D 350,000 751,356 0 -
BAND Bandwidth Inc. 10% Owner   –       –       •   2018-06-28 4 A $0.00 $0 I/I 24,088 24,088 0 -
BAND Bandwidth Inc. 10% Owner   –       –       •   2018-06-28 4 A $0.00 $0 D/D 13,113 13,113 0 -
BAND Bandwidth Inc. 10% Owner   –       –       •   2018-06-28 4 D $0.00 $0 I/I (369,171) 178,573 0 -
FSD First Trust High Income L... Officer - Investment Advisor   –       •      –    2018-06-25 4 A $0.00 $0 D/D 1,211 8,236 0 -
BAND Bandwidth Inc. 10% Owner   –       –       •   2018-02-15 4 OE $10.26 $50,551 D/D 4,927 1,101,356 0 -
BAND Bandwidth Inc. 10% Owner   –       –       •   2018-01-16 4 OE $6.57 $8,226 D/D 1,252 1,096,429 0 -
BAND Bandwidth Inc. 10% Owner   –       –       •   2017-11-28 4 S $18.60 $2,948,584 I/I (158,526) 547,743 0 -
FSD First Trust High Income L... Director   –       •      –    2015-08-24 4 B $14.37 $100,949 D/D 7,025 7,025 2.39 -
  25  Records found
  1     
  Page 1 of 1  
 
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
 
 
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us