BWM
FPL

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

BerganKDV 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
2019
Q4 		– Sell
-1,094
Closed -$10K – 984
2019
Q3 		$10K Buy
1,094
+861
+370% +$8.05K ﹤0.01% 507
2019
Q2 		$2K Buy
+233
New +$2.14K ﹤0.01% 682

Other funds holding FPL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

BerganKDV Wealth Management's FPL Position: Q4 2019 in Review

BerganKDV Wealth Management sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q4 2019, closing a stake of 1,094 shares — an estimated $10K sold.

BerganKDV Wealth Management first reported a position in FPL in Q2 2019 and held it in 2 quarters. The position peaked at $10K in Q3 2019. 50 funds tracked by Wall St. Rank hold FPL as of Q4 2019.

  • BerganKDV Wealth Management reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q4 2019 after selling out during the quarter.
  • BerganKDV Wealth Management sold 1,094 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q4 2019, an estimated $10K.
  • BerganKDV Wealth Management first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q2 2019 and held it in 2 quarters.
  • BerganKDV Wealth Management's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $10K in Q3 2019.
  • 50 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q4 2019.

Based on BerganKDV Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.