DI
FPL

Disciplined Investments’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

Disciplined Investments’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
2022
Q3 		– Sell
-1,478
Closed -$9K – 1693
2022
Q2 		$9K Hold
1,478
– – ﹤0.01% 388
2022
Q1 		$9K Buy
+1,478
New +$8.83K ﹤0.01% 389

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Disciplined Investments's FPL Position: Q3 2022 in Review

Disciplined Investments sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q3 2022, closing a stake of 1,478 shares — an estimated $9K sold.

Disciplined Investments first reported a position in FPL in Q1 2022 and held it in 2 quarters. The position peaked at $9K in Q2 2022. 43 funds tracked by Wall St. Rank hold FPL as of Q3 2022.

  • Disciplined Investments reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q3 2022 after selling out during the quarter.
  • Disciplined Investments sold 1,478 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q3 2022, an estimated $9K.
  • Disciplined Investments first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q1 2022 and held it in 2 quarters.
  • Disciplined Investments's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $9K in Q2 2022.
  • 43 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q3 2022.

Based on Disciplined Investments's 13F filing for Q3 2022, filed 3 Nov 2022.