CWC
FPL

Carolinas Wealth Consulting’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

Carolinas Wealth Consulting’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
-8,298
Closed -$63.6K – 1086
2024
Q1 		$63.6K Hold
8,298
– – 0.01% 336
2023
Q4 		$57.1K Hold
8,298
– – 0.01% 316
2023
Q3 		$55.4K Hold
8,298
– – 0.01% 303
2023
Q2 		$50K Hold
8,298
– – 0.01% 345
2023
Q1 		$49.6K Hold
8,298
– – 0.01% 363
2022
Q4 		$50.2K Hold
8,298
– – 0.01% 357
2022
Q3 		$45K Hold
8,298
– – 0.01% 342
2022
Q2 		$48K Hold
8,298
– – 0.01% 337
2022
Q1 		$52K Hold
8,298
– – 0.01% 348
2021
Q4 		$45K Hold
8,298
– – 0.01% 382
2021
Q3 		$47K Hold
8,298
– – 0.01% 353
2021
Q2 		$49K Hold
8,298
– – 0.01% 370
2021
Q1 		$44K Hold
8,298
– – 0.01% 383
2020
Q4 		$35K Hold
8,298
– – 0.01% 393
2020
Q3 		$30K Buy
+8,298
New +$33K 0.01% 350

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

Carolinas Wealth Consulting's FPL Position: Q2 2024 in Review

Carolinas Wealth Consulting sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q2 2024, closing a stake of 8,298 shares — an estimated $63.6K sold.

Carolinas Wealth Consulting first reported a position in FPL in Q3 2020 and held it in 15 quarters. The position peaked at $63.6K in Q1 2024. 2 funds tracked by Wall St. Rank hold FPL as of Q2 2024.

  • Carolinas Wealth Consulting reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q2 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 8,298 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q2 2024, an estimated $63.6K.
  • Carolinas Wealth Consulting first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q3 2020 and held it in 15 quarters.
  • Carolinas Wealth Consulting's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $63.6K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q2 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2024, filed 12 Aug 2024.