DHJJ Financial Advisors’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

DHJJ Financial 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	-2,350	Closed	-$18K	–	847
2024 Q1	$18K	Hold	2,350	–	–	0.01%	378
2023 Q4	$16.2K	Hold	2,350	–	–	0.01%	381
2023 Q3	$14.7K	Buy	+2,350	New	+$14.8K	0.01%	388

Other funds holding FPL

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DHJJ Financial Advisors's FPL Position: Q2 2024 in Review

DHJJ Financial Advisors sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q2 2024, closing a stake of 2,350 shares — an estimated $18K sold.

DHJJ Financial Advisors first reported a position in FPL in Q3 2023 and held it in 3 quarters. The position peaked at $18K in Q1 2024. 2 funds tracked by Wall St. Rank hold FPL as of Q2 2024.

DHJJ Financial Advisors reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q2 2024 after selling out during the quarter.
DHJJ Financial Advisors sold 2,350 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q2 2024, an estimated $18K.
DHJJ Financial Advisors first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q3 2023 and held it in 3 quarters.
DHJJ Financial Advisors's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $18K in Q1 2024.
2 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q2 2024.

Based on DHJJ Financial Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.