James Bowen

Chairman at FIRST TRUST INTERMEDIATE DURATION PREFERRED & INCOME FUND

Net worth: 2 M $ as of 2026-08-30

71 year

27 connections

Miscellaneous

Finance

Technology Services

Profile

Mr. James A. Bowen is a Chairman-Trustees Board at First Trust High Yield Opportunities 2027 Term Fund, a Chairman at First Trust Skybridge Income Fund, a Chairman at First Trust Dynamic Europe Equity Income Fund, a Chairman, President & Chief Executive Officer at First Trust Global Equity Dividend Fund, a Chairman, President & Chief Executive Officer at First Trust Global Resource Solution Fund, a Chairman, President & Chief Executive Officer at First Trust Strategic Allocation Fund, a Chairman at First Trust High Income Long/Short Fund, a Chairman-Trustees Board at First Trust Aberdeen Emerging Opportunity Fund, a Chairman of the Board at Stonebridge Advisors LLC, a Chairman at First Trust Enhanced Equity Income Fund, a Chairman at First Trust Senior Floating Rate Income Fund II, a Chairman at Macquarie/First Trust Global Infrastructure/Utilities Dividend, a Chairman at First Trust Mortgage Income Fund, a Chairman at First Trust Specialty Finance & Financial Opportunities Fund.
Mr. Bowen was previously employed as a Chairman by First Trust Senior Floating Rate 2022 Target Term Fund, a Chairman by First Trust New Opportunities MLP & Energy Fund, a Chairman by First Trust MLP & Energy Income Fund, a Chairman by First Trust Energy Infrastructure Fund, a Chairman, President & Chief Executive Officer by First Trust Floating Rate High Income Fund, a Chairman, President & Chief Executive Officer by First Trust Strategic High Income Fund III, a Chairman, President & Chief Executive Officer by First Trust Strategic High Income Fund, a Chairman by First Trust Energy Income & Growth Fund, a Chief Executive Officer by First Trust Advisors LP, a Chairman by First Trust Dividend & Income Fund, a President by First Trust Value Line 100 ETF, and a President by First Trust Value Line Dividend Fund.
He received his undergraduate degree from Wheaton College (Illinois).

Known holdings in public companies

Company	Date	Number of shares	Valuation	Valuation date
FT CORP HIGH YIELD OPPORTUNITTIES 2027 TERM FUND 0.46%	2025-03-11	169,500 ( 0.46% )	2 M $	2026-08-30

James Bowen active positions

Companies	Position	Start
FIRST TRUST/ABRDN EMERGING OPPORTUNITY FUND	Chairman	2006-05-20
FIRST TRUST/ABRDN GLOBAL OPPORTUNITY INCOME FUND	Chairman	2003-12-31
FIRST TRUST ENHANCED EQUITY INCOME FUND	Chairman	2004-08-25
MACQUARIE/FIRST TRUST GLOBAL INFRASTRUCTURE/UTILITIES DIVIDEND & INCOME FUND	Chairman	2004-01-20
FIRST TRUST HIGH INCOME LONG/SHORT FUND	Chairman	2010-10-07
FIRST TRUST SENIOR FLOATING RATE INCOME FUND II	Chairman	2004-05-24
FIRST TRUST MORTGAGE INCOME FUND	Chairman	2003-12-31
FIRST TRUST INTERMEDIATE DURATION PREFERRED & INCOME FUND	Chairman	2003-12-31
FIRST TRUST EXCHANGE-TRADED FUND VIII - FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF	Chairman	2015-05-10
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All active positions of James Bowen

Former positions of James Bowen

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See the detail of James Bowen's experience

Training of James Bowen

Experiences
Positions held

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See the detail of James Bowen's experience

Connections

1st degree connections

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Linked companies

Private companies	40
First Trust Advisors LP First Trust Advisors LP Investment ManagersFinance FTA is a bottom-up manager with an investment philosophy that is based on the belief that a company’s long-term value is determined by the cash flow it generates. The firm’s investment process utilizes both quantitative and qualitative analysis to assess a company’s ability to generate cash flow and its current valuation relative to intrinsic value. Investment strategies involve one or more equity or balanced strategies.	Finance
First Trust/Four Corners Senior Floating Rate Income Fund First Trust/Four Corners Senior Floating Rate Income Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust	Miscellaneous
First Trust Value Line Dividend Fund First Trust Value Line Dividend Fund Investment Trusts/Mutual FundsMiscellaneous Exchange Traded Fund	Miscellaneous
First Trust/Four Corners Senior Floating Rate Income Fund II First Trust/Four Corners Senior Floating Rate Income Fund II Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust	Miscellaneous
BondWave LLC BondWave LLC Information Technology ServicesTechnology Services Operates financial technology firm specializes in fixed income solutions	Technology Services
First Trust Strategic High Income Fund First Trust Strategic High Income Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust	Miscellaneous
First Trust Strategic High Income Fund II First Trust Strategic High Income Fund II Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Stonebridge Advisors LLC Stonebridge Advisors LLC Investment ManagersFinance Stonebridge seeks to maximize total return, with a particular emphasis on income, in each investor’s selected strategy through strategic selection primarily of preferred, hybrid and other fixed income securities. The firm is performance-driven and utilizes a conservative approach to portfolio management that focuses on active management and long-term risk adjusted returns. Their investment process is a combined bottom-up and top-down approach to security selection that encompasses 3 significant areas of analysis: credit analysis, relative value analysis, and technical analysis.	Finance
First Trust Exchange-Traded Fund II First Trust Exchange-Traded Fund II Investment Trusts/Mutual FundsMiscellaneous Exchange Traded Fund	Miscellaneous
First Trust Strategic High Income Fund III First Trust Strategic High Income Fund III Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust	Miscellaneous
First Trust Dividend & Income Fund First Trust Dividend & Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
First Trust High Income Long/Short Fund First Trust High Income Long/Short Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
First Trust Floating Rate High Income Fund First Trust Floating Rate High Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
First Trust Global Equity Dividend Fund First Trust Global Equity Dividend Fund Investment ManagersFinance Provides investment management services	Finance
First Trust Global Resource Solution Fund First Trust Global Resource Solution Fund Investment ManagersFinance Provides investment management services	Finance
First Trust Strategic Allocation Fund First Trust Strategic Allocation Fund Investment ManagersFinance Provides investment management services	Finance
First Trust Value Line 100 ETF First Trust Value Line 100 ETF Investment Trusts/Mutual FundsMiscellaneous Exists as exchange Traded Fund	Miscellaneous
Macquarie/First Trust Global Infrastructure/Utilities Dividend Macquarie/First Trust Global Infrastructure/Utilities Dividend Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
First Trust Energy Income & Growth Fund First Trust Energy Income & Growth Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
First Trust Enhanced Equity Income Fund First Trust Enhanced Equity Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
First Trust Aberdeen Emerging Opportunity Fund First Trust Aberdeen Emerging Opportunity Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
First Trust Specialty Finance & Financial Opportunities Fund First Trust Specialty Finance & Financial Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
First Trust Energy Infrastructure Fund First Trust Energy Infrastructure Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
First Trust Mortgage Income Fund First Trust Mortgage Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
First Trust MLP & Energy Income Fund First Trust MLP & Energy Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
First Trust Senior Floating Rate Income Fund II First Trust Senior Floating Rate Income Fund II Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
First Trust/abrdn Global Opportunity Income Fund First Trust/abrdn Global Opportunity Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
First Trust Intermediate Duration Preferred & Income Fund First Trust Intermediate Duration Preferred & Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
First Trust New Opportunities MLP & Energy Fund First Trust New Opportunities MLP & Energy Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
First Trust Dynamic Europe Equity Income Fund First Trust Dynamic Europe Equity Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
First Trust Senior Floating Rate 2022 Target Term Fund First Trust Senior Floating Rate 2022 Target Term Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
First Trust High Yield Opportunities 2027 Term Fund First Trust High Yield Opportunities 2027 Term Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust	Miscellaneous
First Trust Portfolios LP First Trust Portfolios LP Investment ManagersFinance Operates as an investment trust	Finance
Wheaton College (Illinois) Wheaton College (Illinois) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Charger Corp. The Charger Corp. MiscellaneousMiscellaneous Operates as an investment holding company	Miscellaneous
PeopleStrategy, Inc. PeopleStrategy, Inc. Packaged SoftwareTechnology Services Provides software services	Technology Services
First Trust Rising Dividend Achievers ETF First Trust Rising Dividend Achievers ETF Investment Trusts/Mutual FundsMiscellaneous Exists as exchange Traded Fund	Miscellaneous
First Trust Exchange-Traded Fund VIII First Trust Exchange-Traded Fund VIII Investment Trusts/Mutual FundsMiscellaneous Operates as a exchange traded fund	Miscellaneous
First Trust Skybridge Income Fund First Trust Skybridge Income Fund Financial ConglomeratesFinance Functions as fund	Finance
First Trust Indxx Aerospace & Defense ETF First Trust Indxx Aerospace & Defense ETF Investment Trusts/Mutual FundsMiscellaneous Functions as an exchange traded fund	Miscellaneous