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

Blue Bell Private 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
2024 Q2	–	Sell	-4,954	Closed	-$37.9K	–	739
2024 Q1	$37.9K	Sell	4,954 -1,495	-23%	-$10.5K	0.01%	386
2023 Q4	$44.4K	Buy	+6,449	New	+$43.1K	0.01%	340

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

Blue Bell Private Wealth Management's FPL Position: Q2 2024 in Review

Blue Bell Private Wealth Management sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q2 2024, closing a stake of 4,954 shares — an estimated $37.9K sold.

Blue Bell Private Wealth Management first reported a position in FPL in Q4 2023 and held it in 2 quarters. The position peaked at $44.4K in Q4 2023. 2 funds tracked by Wall St. Rank hold FPL as of Q2 2024.

Blue Bell Private Wealth Management reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q2 2024 after selling out during the quarter.
Blue Bell Private Wealth Management sold 4,954 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q2 2024, an estimated $37.9K.
Blue Bell Private Wealth Management first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q4 2023 and held it in 2 quarters.
Blue Bell Private Wealth Management's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $44.4K in Q4 2023.
2 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q2 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.