MarketPeel
Insider Trading Intelligence
JB

James A. Bowen

FTHY
DIRECTOR · FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND · CIK 0001241109
FILING MIX · LIFETIME80%/20%
BUYS
8
SELLS
2
TOTAL VALUE
$2.65M
COMPANIES
3
ACTIVE SINCE
Mar 2022
HOLDINGS NOW
169,500
AVG SELL PX
$15.74
TRADE KIND
SHOWING 10 / 10
Trades · vs SPY
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Performance · forward returns vs SPY
10 backtested trades · 8 horizons · 6 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by James A. Bowen, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d10+30.00%-0.95%-0.41%-0.53%-1.50%
14d10+40.00%-0.52%+0.70%-1.23%-1.24%
30d10+40.00%-1.55%+0.25%-1.80%-1.02%
60d10+20.00%-1.45%+3.37%-4.83%-5.50%
90d10+30.00%-2.39%+3.17%-5.56%-6.92%
180d10+60.00%-1.57%+4.33%-5.91%-4.95%
1y10+20.00%-3.76%+11.78%-15.54%-14.06%
2y10(6 pending)+0.00%-7.54%+28.80%-36.34%-36.47%
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
FTHY · 169,500 shares · as of Mar 12, 2025
042,37584,750127,125169,500202320242025SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
FLOW · 8 buys / 2 sellsCOVERAGE · 13 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
FTHY
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND
PURCHASE
30,000$14.46$433.8K169,500Mar 12, 2025Mar 13, 2025View →
FFA
FIRST TRUST ENHANCED EQUITY INCOME FUND
SALE
4,003$21.01$84.1K0Dec 16, 2024Dec 17, 2024View →
FCT
FIRST TRUST SENIOR FLOATING RATE INCOME FUND II
SALE
3,955$10.41$41.2K0Dec 16, 2024Dec 17, 2024View →
FTHY
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND
PURCHASE
12,130$15.09$183.0K139,500Oct 1, 2024Oct 2, 2024View →
FTHY
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND
PURCHASE
4,370$15.20$66.4K123,370Sep 30, 2024Oct 1, 2024View →
FTHY
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND
PURCHASE
17,000$14.75$250.8K123,000Sep 10, 2024Sep 11, 2024View →
FTHY
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND
PURCHASE
20,000$14.07$281.5K106,000Apr 12, 2024Apr 15, 2024View →
FTHY
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND
PURCHASE
16,000$14.25$228.0K86,000Apr 3, 2024Apr 4, 2024View →
FTHY
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND
PURCHASE
50,000$14.50$724.9K70,000Mar 26, 2024Mar 27, 2024View →
FTHY
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND
PURCHASE
20,000$17.74$354.7K20,000Mar 7, 2022Mar 8, 2022View →
Other insiders · FTHY
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About this filer
CIK 0001241109
ROLE
Director
PRIMARY
FTHY
COMPANIES
3
ACTIVE SINCE
Mar 2022
MARKETPEEL · /INSIDER/0001241109DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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