IA
FPL

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

IFP 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
2023
Q1 		– Sell
-3,920
Closed -$41K – 4554
2022
Q4 		$41K Buy
3,920
+3,345
+582% +$19.9K ﹤0.01% 2382
2022
Q3 		$6K Hold
575
– – ﹤0.01% 3975
2022
Q2 		$6K Hold
575
– – ﹤0.01% 3728
2022
Q1 		$6K Buy
+575
New +$3.44K ﹤0.01% 3728
2019
Q1 		$4K Sell
475
-1,025
-68% -$8.96K ﹤0.01% 1955
2018
Q4 		$11K Buy
+1,500
New +$12.9K ﹤0.01% 2478
2018
Q3 		– Sell
-3,187
Closed -$33K – 4053
2018
Q2 		$33K Buy
3,187
+248
+8% +$2.6K ﹤0.01% 2167
2018
Q1 		$35K Hold
2,939
– – ﹤0.01% 2024
2017
Q4 		$35K Sell
2,939
-9,068
-76% -$109K ﹤0.01% 2048
2017
Q3 		$151K Sell
12,007
-2,203
-16% -$27.8K 0.01% 1320
2017
Q2 		$187K Sell
14,210
-1,630
-10% -$21.5K 0.01% 1162
2017
Q1 		$214K Buy
15,840
+3,750
+31% +$50.6K 0.01% 1081
2016
Q4 		$155K Buy
12,090
+169
+1% +$2.17K 0.01% 1192
2016
Q3 		$163K Hold
11,921
– – 0.01% 1104
2016
Q2 		$167K Buy
11,921
+11,446
+2,410% +$145K 0.01% 1071
2016
Q1 		$4K Sell
475
-11,446
-96% -$119K ﹤0.01% 1949
2015
Q4 		$128K Buy
+11,921
New +$146K 0.01% 1039

Other funds holding FPL

CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
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
SCM
Saba Capital Management New York $3.62B AUM 13% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

IFP Advisors's FPL Position: Q1 2023 in Review

IFP Advisors sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q1 2023, closing a stake of 3,920 shares — an estimated $41K sold.

IFP Advisors first reported a position in FPL in Q4 2015 and held it in 17 quarters. The position peaked at $214K in Q1 2017. 50 funds tracked by Wall St. Rank hold FPL as of Q1 2023.

  • IFP Advisors reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 3,920 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q1 2023, an estimated $41K.
  • IFP Advisors first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q4 2015 and held it in 17 quarters.
  • IFP Advisors's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $214K in Q1 2017.
  • 50 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.