Cambridge Advisors’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

Cambridge 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
2020 Q1	–	Sell	-62,578	Closed	-$584K	–	152
2019 Q4	$584K	Buy	62,578 +35,603	+132%	+$310K	0.18%	85
2019 Q3	$252K	Buy	26,975 +6,157	+30%	+$57.5K	0.08%	117
2019 Q2	$197K	Buy	+20,818	New	+$191K	0.07%	131

Other funds holding FPL

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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

APW

Aurora Private Wealth Rockaway, New Jersey $140M AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

MCM

Manchester Capital Management Manchester, Vermont $694M AUM 22.34% 1-Year Est. Return

Cambridge Advisors's FPL Position: Q1 2020 in Review

Cambridge Advisors sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q1 2020, closing a stake of 62,578 shares — an estimated $584K sold.

Cambridge Advisors first reported a position in FPL in Q2 2019 and held it in 3 quarters. The position peaked at $584K in Q4 2019. 48 funds tracked by Wall St. Rank hold FPL as of Q1 2020.

Cambridge Advisors reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q1 2020 after selling out during the quarter.
Cambridge Advisors sold 62,578 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q1 2020, an estimated $584K.
Cambridge Advisors first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q2 2019 and held it in 3 quarters.
Cambridge Advisors's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $584K in Q4 2019.
48 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q1 2020.

Based on Cambridge Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.