DWM
FPL

Destination Wealth Management’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

Destination Wealth Management’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 		– Sell
-11,683
Closed -$70.7K – 225
2022
Q4 		$70.7K Buy
+11,683
New +$69.5K ﹤0.01% 197

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

Destination Wealth Management's FPL Position: Q1 2023 in Review

Destination Wealth Management sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q1 2023, closing a stake of 11,683 shares — an estimated $70.7K sold.

Destination Wealth Management first reported a position in FPL in Q4 2022 and held it in 1 quarter. The position peaked at $70.7K in Q4 2022. 50 funds tracked by Wall St. Rank hold FPL as of Q1 2023.

  • Destination Wealth Management reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q1 2023 after selling out during the quarter.
  • Destination Wealth Management sold 11,683 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q1 2023, an estimated $70.7K.
  • Destination Wealth Management first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q4 2022 and held it in 1 quarter.
  • Destination Wealth Management's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $70.7K in Q4 2022.
  • 50 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q1 2023.

Based on Destination Wealth Management's 13F filing for Q1 2023, filed 5 May 2023.