HA
FPL

HYA Advisors’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

HYA Advisors’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
Q3 		– Sell
-10,348
Closed -$44K – 125
2020
Q2 		$44K Buy
+10,348
New +$46.4K 0.03% 116

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
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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HYA Advisors's FPL Position: Q3 2020 in Review

HYA Advisors sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q3 2020, closing a stake of 10,348 shares — an estimated $44K sold.

HYA Advisors first reported a position in FPL in Q2 2020 and held it in 1 quarter. The position peaked at $44K in Q2 2020. 49 funds tracked by Wall St. Rank hold FPL as of Q3 2020.

  • HYA Advisors reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q3 2020 after selling out during the quarter.
  • HYA Advisors sold 10,348 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q3 2020, an estimated $44K.
  • HYA Advisors first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q2 2020 and held it in 1 quarter.
  • HYA Advisors's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $44K in Q2 2020.
  • 49 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q3 2020.

Based on HYA Advisors's 13F filing for Q3 2020, filed 27 Oct 2020.