Cardan Capital Partners’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

Cardan Capital Partners’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
2018 Q3	–	Sell	-12,818	Closed	-$133K	–	189
2018 Q2	$133K	Buy	12,818 +1,520	+13%	+$15.9K	0.02%	176
2018 Q1	$111K	Buy	+11,298	New	+$134K	0.02%	179
2017 Q3	–	Sell	-24,586	Closed	-$323K	–	127
2017 Q2	$323K	Buy	24,586 +682	+3%	+$8.98K	0.06%	97
2017 Q1	$323K	Buy	+23,904	New	+$323K	0.07%	93
2016 Q4	–	Sell	-23,172	Closed	-$317K	–	124
2016 Q3	$317K	Buy	+23,172	New	+$315K	0.07%	87

Other funds holding FPL

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Cardan Capital Partners's FPL Position: Q3 2018 in Review

Cardan Capital Partners sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q3 2018, closing a stake of 12,818 shares — an estimated $133K sold.

Cardan Capital Partners first reported a position in FPL in Q3 2016 and held it in 5 quarters. The position peaked at $323K in Q2 2017. 51 funds tracked by Wall St. Rank hold FPL as of Q3 2018.

Cardan Capital Partners reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q3 2018 after selling out during the quarter.
Cardan Capital Partners sold 12,818 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q3 2018, an estimated $133K.
Cardan Capital Partners first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q3 2016 and held it in 5 quarters.
Cardan Capital Partners's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $323K in Q2 2017.
51 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q3 2018.

Based on Cardan Capital Partners's 13F filing for Q3 2018, filed 13 Nov 2018.