FFA
FPL

Founders Financial Alliance’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-2,300
Closed -$9K – 1306
2020
Q3 		$9K Buy
+2,300
New +$9.16K 0.01% 806

Other funds holding FPL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Founders Financial Alliance's FPL Position: Q4 2020 in Review

Founders Financial Alliance sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q4 2020, closing a stake of 2,300 shares — an estimated $9K sold.

Founders Financial Alliance first reported a position in FPL in Q3 2020 and held it in 1 quarter. The position peaked at $9K in Q3 2020. 52 funds tracked by Wall St. Rank hold FPL as of Q4 2020.

  • Founders Financial Alliance reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 2,300 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q4 2020, an estimated $9K.
  • Founders Financial Alliance first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $9K in Q3 2020.
  • 52 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.