Global Retirement Partners’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

Global Retirement Partners’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	-120	Closed	-$919	–	3677
2024 Q1	$919	Hold	120	–	–	﹤0.01%	2997
2023 Q4	$827	Hold	120	–	–	﹤0.01%	2948
2023 Q3	$716	Buy	+120	New	+$754	﹤0.01%	2859
2022 Q3	–	Sell	-112	Closed	-$1K	–	3048
2022 Q2	$1K	Buy	112 +1	+0.9%	+$6	﹤0.01%	2629
2022 Q1	$1K	Buy	+111	New	+$663	﹤0.01%	2582

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

Global Retirement Partners's FPL Position: Q2 2024 in Review

Global Retirement Partners sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q2 2024, closing a stake of 120 shares — an estimated $919 sold.

Global Retirement Partners first reported a position in FPL in Q1 2022 and held it in 5 quarters. The position peaked at $1K in Q2 2022. 2 funds tracked by Wall St. Rank hold FPL as of Q2 2024.

Global Retirement Partners reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q2 2024 after selling out during the quarter.
Global Retirement Partners sold 120 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q2 2024, an estimated $919.
Global Retirement Partners first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q1 2022 and held it in 5 quarters.
Global Retirement Partners's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $1K in Q2 2022.
2 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q2 2024.

Based on Global Retirement Partners's 13F filing for Q2 2024, filed 23 Jul 2024.