![James Bowen](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
James Bowen
Net worth: 2 M $ as of 2026-05-30
Profile
James Allen Bowen currently works at First Trust Global Equity Dividend Fund, as Chairman, President & Chief Executive Officer from 2011, First Trust Global Resource Solution Fund, as Chairman, President & Chief Executive Officer from 2011, First Trust Strategic Allocation Fund, as Chairman, President & Chief Executive Officer from 2011, and various other companies.
Mr. Bowen also formerly worked at First Trust Advisors LP, as Chief Executive Officer from 1991 to 2012, First Trust, as Chairman, President & Chief Executive Officer from 2003 to 2010, First Trust, as Chairman, President & Chief Executive Officer in 2010, and various other companies.
Mr. Bowen received his undergraduate degree from Wheaton College (Illinois).
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2025-03-11 | 169,500 ( 0.46% ) | 2 M $ | 2026-05-30 |
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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Former positions of James Bowen
| Companies | Position | End |
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Training of James Bowen
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
21
1st degree connections
40
1st degree companies
Male
Female
Members of the board
Executives
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. Financial ConglomeratesFinance Operates as an investment holding company | Finance |
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 |
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- James Bowen
