AFG
FPL

Atomi Financial Group’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

Atomi Financial Group’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
2024
Q2 		– Sell
-44,305
Closed -$339K – 847
2024
Q1 		$339K Sell
44,305
-3,081
-7% -$21.7K 0.03% 489
2023
Q4 		$326K Sell
47,386
-419
-0.9% -$2.8K 0.05% 388
2023
Q3 		$299K Buy
+47,805
New +$301K 0.1% 238

Other funds holding FPL

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atomi Financial Group's FPL Position: Q2 2024 in Review

Atomi Financial Group sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q2 2024, closing a stake of 44,305 shares — an estimated $339K sold.

Atomi Financial Group first reported a position in FPL in Q3 2023 and held it in 3 quarters. The position peaked at $339K in Q1 2024. 2 funds tracked by Wall St. Rank hold FPL as of Q2 2024.

  • Atomi Financial Group reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q2 2024 after selling out during the quarter.
  • Atomi Financial Group sold 44,305 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q2 2024, an estimated $339K.
  • Atomi Financial Group first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q3 2023 and held it in 3 quarters.
  • Atomi Financial Group's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $339K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q2 2024.

Based on Atomi Financial Group's 13F filing for Q2 2024, filed 26 Jul 2024.