Insider · SEC Form 4 filer

James Bowen

Past buys: 3 of 5 beat

Companies

Where they file as an insider

First Trust High Yield Opportunities 2027 Term Fund (FTHY) Director Latest filing Mar 12, 2025
First Trust Senior Floating Rate Income Fund II (FCT) Director Latest filing Dec 16, 2024
First Trust Enhanced Equity Income Fund (FFA) Director Latest filing Dec 16, 2024
First Trust Private Credit Fund (FTPCX) 10% owner Latest filing Jun 30, 2023

Track record

Did their buys beat the typical stock?

Open-market buys7
Quarters checked 6 months later5
Beat the typical stock 3 of 5
Quarters too new to check0

3 of 5 checked quarters beat the typical stock. A past record is data, not a forecast.

First Trust High Yield Opportunities 2027 Term Fund (FTHY) Bought Mar 12, 2025 · $434K · 30,000 shares Behind typical Mar 31, 2025 $14.45 → Sep 30, 2025 $14.49 · +0.3% (typical stock +7.3%)
First Trust High Yield Opportunities 2027 Term Fund (FTHY) Bought Oct 1, 2024 · $183K · 12,130 shares Beat typical Dec 31, 2024 $14.48 → Jun 30, 2025 $14.85 · +2.6% (typical stock −3.4%)
First Trust High Yield Opportunities 2027 Term Fund (FTHY) Bought Sep 10–30, 2024 · $317K · 21,370 shares Beat typical Sep 30, 2024 $15.12 → Mar 31, 2025 $14.45 · −4.4% (typical stock −7.5%)
First Trust High Yield Opportunities 2027 Term Fund (FTHY) Bought Apr 3–12, 2024 · $509K · 36,000 shares Behind typical Jun 30, 2024 $14.32 → Dec 31, 2024 $14.48 · +1.1% (typical stock +3.9%)
First Trust High Yield Opportunities 2027 Term Fund (FTHY) Bought Mar 26, 2024 · $725K · 50,000 shares Beat typical Mar 31, 2024 $14.54 → Sep 30, 2024 $15.12 · +4.0% (typical stock +3.2%)

Each row is one stock in one quarter, however many buys it took. We take the stock's price at the end of that quarter and again 6 months later, and compare it with the typical stock over the same dates. Prices are quarter-end values from funds' 13F reports (the middle value across 3 or more funds), through Sep 30, 2026. Moves past 3 times up or down, mostly stock splits, are left out. How we tested this.

Past results. This is data, not advice.

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist