Cambridge Investment Research Advisors
FPL

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

Cambridge Investment Research 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
2024
Q2 		– Sell
-23,663
Closed -$181K – 3472
2024
Q1 		$181K Buy
23,663
+2,148
+10% +$15.1K ﹤0.01% 3051
2023
Q4 		$148K Sell
21,515
-859
-4% -$5.74K ﹤0.01% 2976
2023
Q3 		$140K Buy
22,374
+258
+1% +$1.62K ﹤0.01% 2906
2023
Q2 		$133K Sell
22,116
-5,526
-20% -$32.8K ﹤0.01% 2954
2023
Q1 		$165K Buy
27,642
+1,308
+5% +$8.02K ﹤0.01% 2882
2022
Q4 		$159K Sell
26,334
-9,001
-25% -$53.6K ﹤0.01% 2819
2022
Q3 		$194K Sell
35,335
-757
-2% -$4.61K ﹤0.01% 2707
2022
Q2 		$209K Buy
36,092
+23,908
+196% +$148K ﹤0.01% 2692
2022
Q1 		$77K Buy
+12,184
New +$72.8K ﹤0.01% 3047
2017
Q3 		– Sell
-10,276
Closed -$135K – 2062
2017
Q2 		$135K Sell
10,276
-250
-2% -$3.29K ﹤0.01% 1822
2017
Q1 		$142K Buy
+10,526
New +$142K ﹤0.01% 1667

Other funds holding FPL

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors's FPL Position: Q2 2024 in Review

Cambridge Investment Research Advisors sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q2 2024, closing a stake of 23,663 shares — an estimated $181K sold.

Cambridge Investment Research Advisors first reported a position in FPL in Q1 2017 and held it in 11 quarters. The position peaked at $209K in Q2 2022. 2 funds tracked by Wall St. Rank hold FPL as of Q2 2024.

  • Cambridge Investment Research Advisors reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q2 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 23,663 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q2 2024, an estimated $181K.
  • Cambridge Investment Research Advisors first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q1 2017 and held it in 11 quarters.
  • Cambridge Investment Research Advisors's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $209K in Q2 2022.
  • 2 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q2 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.