CPW
FPL

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

Catalyst Private Wealth’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
Q4 		– Sell
-588
Closed -$2K – 301
2020
Q3 		$2K Buy
+588
New +$2.34K ﹤0.01% 276

Other funds holding FPL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Cohen & Steers
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
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Catalyst Private Wealth's FPL Position: Q4 2020 in Review

Catalyst Private Wealth sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q4 2020, closing a stake of 588 shares — an estimated $2K sold.

Catalyst Private Wealth first reported a position in FPL in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 52 funds tracked by Wall St. Rank hold FPL as of Q4 2020.

  • Catalyst Private Wealth reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 588 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q4 2020, an estimated $2K.
  • Catalyst Private Wealth first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $2K in Q3 2020.
  • 52 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.