AWS
FPL

Atria Wealth Solutions’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

Atria Wealth Solutions’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
2023
Q4 		– Sell
-12,505
Closed -$78.3K – 2042
2023
Q3 		$78.3K Buy
12,505
+892
+8% +$5.61K ﹤0.01% 1799
2023
Q2 		$69.9K Buy
11,613
+43
+0.4% +$255 ﹤0.01% 1802
2023
Q1 		$69.2K Buy
11,570
+41
+0.4% +$251 ﹤0.01% 1789
2022
Q4 		$69.7K Buy
11,529
+43
+0.4% +$256 ﹤0.01% 1718
2022
Q3 		$62.9K Buy
+11,486
New +$70K ﹤0.01% 1681

Other funds holding FPL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Atria Wealth Solutions's FPL Position: Q4 2023 in Review

Atria Wealth Solutions sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q4 2023, closing a stake of 12,505 shares — an estimated $78.3K sold.

Atria Wealth Solutions first reported a position in FPL in Q3 2022 and held it in 5 quarters. The position peaked at $78.3K in Q3 2023. 62 funds tracked by Wall St. Rank hold FPL as of Q4 2023.

  • Atria Wealth Solutions reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q4 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 12,505 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q4 2023, an estimated $78.3K.
  • Atria Wealth Solutions first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q3 2022 and held it in 5 quarters.
  • Atria Wealth Solutions's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $78.3K in Q3 2023.
  • 62 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.