CPFP
FPL

Clear Perspectives Financial Planning’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

Clear Perspectives Financial Planning’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
2023
Q1 		$8.97K Hold
1,500
– – 0.01% 144
2022
Q4 		$9.07K Hold
1,500
– – ﹤0.01% 155
2022
Q3 		$8K Buy
+1,500
New +$9.14K ﹤0.01% 152

Other funds holding FPL

CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Clear Perspectives Financial Planning's FPL Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) position steady in Q1 2023 at 1,500 shares worth $8.97K. The position accounts for 0.01% of the portfolio, ranked #144.

Clear Perspectives Financial Planning first reported a position in FPL in Q3 2022 and has held it in 3 quarters since. The position peaked at $9.07K in Q4 2022. 50 funds tracked by Wall St. Rank hold FPL as of Q1 2023.

  • Clear Perspectives Financial Planning held 1,500 shares of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND worth $8.97K as of Q1 2023.
  • Clear Perspectives Financial Planning left its FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND share count unchanged in Q1 2023.
  • FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #144 holding.
  • Clear Perspectives Financial Planning first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q3 2022 and has held it in 3 quarters since.
  • Clear Perspectives Financial Planning's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $9.07K in Q4 2022.
  • 50 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.