AWA
FPL

Arkadios Wealth Advisors’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

Arkadios Wealth Advisors’s Portfolio FPL Stock Details FPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,694
Closed -$7K – 1768
2020
Q4 		$7K Buy
+1,694
New +$6.98K ﹤0.01% 1055

Other funds holding FPL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Arkadios Wealth Advisors's FPL Position: Q1 2021 in Review

Arkadios Wealth Advisors sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q1 2021, closing a stake of 1,694 shares — an estimated $7K sold.

Arkadios Wealth Advisors first reported a position in FPL in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 46 funds tracked by Wall St. Rank hold FPL as of Q1 2021.

  • Arkadios Wealth Advisors reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q1 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,694 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q1 2021, an estimated $7K.
  • Arkadios Wealth Advisors first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q4 2020 and held it in 1 quarter.
  • Arkadios Wealth Advisors's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $7K in Q4 2020.
  • 46 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q1 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.