Janney Montgomery Scott’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

Janney Montgomery Scott’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 Q4	–	Sell	-101,549	Closed	-$636K	–	2784
2023 Q3	$636K	Sell	101,549 -1,195	-1%	-$7.51K	﹤0.01%	1613
2023 Q2	$619K	Buy	102,744 +8,273	+9%	+$49.1K	﹤0.01%	1700
2023 Q1	$565K	Buy	+94,471	New	+$579K	﹤0.01%	1646
2020 Q3	–	Sell	-41,419	Closed	-$178K	–	2150
2020 Q2	$178K	Sell	41,419 -2,000	-5%	-$8.98K	﹤0.01%	1851
2020 Q1	$156K	Buy	43,419 +600	+1%	+$4.58K	﹤0.01%	1720
2019 Q4	$400K	Sell	42,819 -11,000	-20%	-$95.8K	﹤0.01%	1546
2019 Q3	$502K	Sell	53,819 -4,281	-7%	-$40K	﹤0.01%	1388
2019 Q2	$549K	Buy	58,100 +40,700	+234%	+$373K	﹤0.01%	1377
2019 Q1	$161K	Buy	+17,400	New	+$152K	﹤0.01%	1899

Other funds holding FPL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

CBA

Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

RCM

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

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

Janney Montgomery Scott's FPL Position: Q4 2023 in Review

Janney Montgomery Scott sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q4 2023, closing a stake of 101,549 shares — an estimated $636K sold.

Janney Montgomery Scott first reported a position in FPL in Q1 2019 and held it in 9 quarters. The position peaked at $636K in Q3 2023. 62 funds tracked by Wall St. Rank hold FPL as of Q4 2023.

Janney Montgomery Scott reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q4 2023 after selling out during the quarter.
Janney Montgomery Scott sold 101,549 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q4 2023, an estimated $636K.
Janney Montgomery Scott first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q1 2019 and held it in 9 quarters.
Janney Montgomery Scott's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $636K in Q3 2023.
62 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q4 2023.

Based on Janney Montgomery Scott's 13F filing for Q4 2023, filed 8 Feb 2024.