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

B. Riley 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
2024 Q2	–	Sell	-71,001	Closed	-$444K	–	1634
2024 Q1	$444K	Sell	71,001 -9,500	-12%	-$66.9K	0.01%	849
2023 Q4	$554K	Buy	80,501 +9,500	+13%	+$63.5K	0.01%	756
2023 Q3	$444K	Buy	71,001 +5,001	+8%	+$31.4K	0.01%	849
2023 Q2	$397K	Sell	66,000 -4,000	-6%	-$23.7K	0.01%	975
2023 Q1	$419K	Buy	70,000 +6,000	+9%	+$36.8K	0.01%	886
2022 Q4	$387K	Buy	64,000 +3,500	+6%	+$20.8K	0.01%	899
2022 Q3	$332K	Buy	+60,500	New	+$369K	0.01%	948

Other funds holding FPL

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

B. Riley Wealth Advisors's FPL Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q2 2024, closing a stake of 71,001 shares — an estimated $444K sold.

B. Riley Wealth Advisors first reported a position in FPL in Q3 2022 and held it in 7 quarters. The position peaked at $554K in Q4 2023. 2 funds tracked by Wall St. Rank hold FPL as of Q2 2024.

B. Riley Wealth Advisors reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q2 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 71,001 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q2 2024, an estimated $444K.
B. Riley Wealth Advisors first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q3 2022 and held it in 7 quarters.
B. Riley Wealth Advisors's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $554K in Q4 2023.
2 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.