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

B. Riley Wealth Management’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
2022 Q2	$338	Buy	58,500 +14,500	+33%	+$90K	﹤0.01%	509
2022 Q1	$278K	Buy	44,000 +8,000	+22%	+$47.8K	0.02%	475
2021 Q4	$197K	Buy	36,000 +10,000	+38%	+$56.2K	0.01%	591
2021 Q3	$148K	Sell	26,000 -5,000	-16%	-$28.6K	0.01%	592
2021 Q2	$183K	Hold	31,000	–	–	0.02%	388
2021 Q1	$165K	Buy	31,000 +7,000	+29%	+$34.2K	0.02%	395
2020 Q4	$102K	Buy	+24,000	New	+$98.8K	0.01%	364

Other funds holding FPL

CBA

Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

B. Riley Wealth Management's FPL Position: Q2 2022 in Review

B. Riley Wealth Management increased its FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) stake by 33% in Q2 2022, buying an estimated $90K and bringing the position to 58,500 shares worth $338. The position accounts for ﹤0.01% of the portfolio, ranked #509.

B. Riley Wealth Management first reported a position in FPL in Q4 2020 and has held it in 7 quarters since. The position peaked at $278K in Q1 2022. 44 funds tracked by Wall St. Rank hold FPL as of Q2 2022.

B. Riley Wealth Management held 58,500 shares of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND worth $338 as of Q2 2022.
B. Riley Wealth Management bought 14,500 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q2 2022, an estimated $90K.
FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #509 holding.
B. Riley Wealth Management first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q4 2020 and has held it in 7 quarters since.
B. Riley Wealth Management's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $278K in Q1 2022.
44 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.