CMA
FPL

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

Cedar Mountain 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
-1,689
Closed -$12.9K – 356
2024
Q1 		$12.9K Hold
1,689
– – ﹤0.01% 177
2023
Q4 		$11.6K Hold
1,689
– – ﹤0.01% 174
2023
Q3 		$10.6K Hold
1,689
– – ﹤0.01% 172
2023
Q2 		$10.2K Hold
1,689
– – ﹤0.01% 166
2023
Q1 		$10.1K Hold
1,689
– – ﹤0.01% 164
2022
Q4 		$10.2K Hold
1,689
– – ﹤0.01% 159
2022
Q3 		$9K Hold
1,689
– – ﹤0.01% 171
2022
Q2 		$10K Hold
1,689
– – ﹤0.01% 165
2022
Q1 		$11K Hold
1,689
– – ﹤0.01% 171
2021
Q4 		$9K Hold
1,689
– – ﹤0.01% 192
2021
Q3 		$10K Hold
1,689
– – ﹤0.01% 172
2021
Q2 		$10K Hold
1,689
– – ﹤0.01% 172
2021
Q1 		$9K Hold
1,689
– – ﹤0.01% 188
2020
Q4 		$7K Hold
1,689
– – ﹤0.01% 198
2020
Q3 		$6K Hold
1,689
– – ﹤0.01% 185
2020
Q2 		$7K Hold
1,689
– – ﹤0.01% 174
2020
Q1 		$6K Buy
+1,689
New +$12.9K ﹤0.01% 154

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

Cedar Mountain Advisors's FPL Position: Q2 2024 in Review

Cedar Mountain Advisors sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q2 2024, closing a stake of 1,689 shares — an estimated $12.9K sold.

Cedar Mountain Advisors first reported a position in FPL in Q1 2020 and held it in 17 quarters. The position peaked at $12.9K in Q1 2024. 2 funds tracked by Wall St. Rank hold FPL as of Q2 2024.

  • Cedar Mountain Advisors reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q2 2024 after selling out during the quarter.
  • Cedar Mountain Advisors sold 1,689 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q2 2024, an estimated $12.9K.
  • Cedar Mountain Advisors first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q1 2020 and held it in 17 quarters.
  • Cedar Mountain Advisors's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $12.9K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q2 2024.

Based on Cedar Mountain Advisors's 13F filing for Q2 2024, filed 11 Jul 2024.