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

Baystate 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
2023 Q4	$4.87K	Buy	+707	New	+$4.72K	﹤0.01%	894

Other funds holding FPL

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 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

Baystate Wealth Management's FPL Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q4 2023: 707 shares worth $4.87K. The stake represents ﹤0.01% of the portfolio and ranks #894 among its holdings.

62 funds tracked by Wall St. Rank hold FPL as of Q4 2023.

Baystate Wealth Management held 707 shares of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND worth $4.87K as of Q4 2023.
FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND was a new Baystate Wealth Management position in Q4 2023.
FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #894 holding.
62 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.