Hayden Royal’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

Hayden Royal’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
2021 Q3	–	Sell	-15,489	Closed	-$92K	–	212
2021 Q2	$92K	Buy	15,489 +12	+0.1%	+$68	0.05%	203
2021 Q1	$82K	Buy	15,477 +11	+0.1%	+$54	0.05%	202
2020 Q4	$66K	Sell	15,466 -452	-3%	-$1.86K	0.04%	243
2020 Q3	$57K	Buy	15,918 +28	+0.2%	+$111	0.03%	203
2020 Q2	$68.3K	Sell	15,890 -820	-5%	-$3.68K	0.04%	161
2020 Q1	$60.2K	Buy	16,710 +4,210	+34%	+$32.1K	0.04%	215
2019 Q4	$115K	Buy	+12,500	New	+$109K	0.06%	211
2019 Q3	–	Sell	-15,777	Closed	-$155K	–	187
2019 Q2	$155K	Buy	+15,777	New	+$145K	0.17%	149
2019 Q1	–	Sell	-16,902	Closed	-$127K	–	219
2018 Q4	$127K	Buy	+16,902	New	+$145K	0.06%	196

Other funds holding FPL

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Hayden Royal's FPL Position: Q3 2021 in Review

Hayden Royal sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q3 2021, closing a stake of 15,489 shares — an estimated $92K sold.

Hayden Royal first reported a position in FPL in Q4 2018 and held it in 9 quarters. The position peaked at $155K in Q2 2019. 47 funds tracked by Wall St. Rank hold FPL as of Q3 2021.

Hayden Royal reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q3 2021 after selling out during the quarter.
Hayden Royal sold 15,489 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q3 2021, an estimated $92K.
Hayden Royal first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q4 2018 and held it in 9 quarters.
Hayden Royal's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $155K in Q2 2019.
47 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q3 2021.

Based on Hayden Royal's 13F filing for Q3 2021, filed 15 Nov 2021.