FIM
FPL

Frontier Investment Management’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

Frontier Investment 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
2020
Q2 		– Sell
-34,185
Closed -$123K – 295
2020
Q1 		$123K Buy
+34,185
New +$261K 0.01% 246

Other funds holding FPL

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
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Frontier Investment Management's FPL Position: Q2 2020 in Review

Frontier Investment Management sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q2 2020, closing a stake of 34,185 shares — an estimated $123K sold.

Frontier Investment Management first reported a position in FPL in Q1 2020 and held it in 1 quarter. The position peaked at $123K in Q1 2020. 46 funds tracked by Wall St. Rank hold FPL as of Q2 2020.

  • Frontier Investment Management reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q2 2020 after selling out during the quarter.
  • Frontier Investment Management sold 34,185 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q2 2020, an estimated $123K.
  • Frontier Investment Management first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q1 2020 and held it in 1 quarter.
  • Frontier Investment Management's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $123K in Q1 2020.
  • 46 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q2 2020.

Based on Frontier Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.