Jeff Yass’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

Jeff Yass’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	-68,328	Closed	-$523K	–	13554
2024 Q1	$523K	Buy	68,328 +24,942	+57%	+$176K	﹤0.01%	8393
2023 Q4	$298K	Buy	43,386 +20,244	+87%	+$135K	﹤0.01%	9851
2023 Q3	$145K	Buy	23,142 +4,101	+22%	+$25.8K	﹤0.01%	10581
2023 Q2	$115K	Buy	19,041 +1,408	+8%	+$8.36K	﹤0.01%	10850
2023 Q1	$105K	Buy	+17,633	New	+$108K	﹤0.01%	11251
2022 Q1	–	Sell	-39,705	Closed	-$217K	–	14233
2021 Q4	$217K	Buy	+39,705	New	+$223K	﹤0.01%	11273
2021 Q1	–	Sell	-14,555	Closed	-$62K	–	12982
2020 Q4	$62K	Buy	+14,555	New	+$59.9K	﹤0.01%	10690

Other funds holding FPL

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jeff Yass's FPL Position: Q2 2024 in Review

Jeff Yass sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q2 2024, closing a stake of 68,328 shares — an estimated $523K sold.

Jeff Yass first reported a position in FPL in Q4 2020 and held it in 7 quarters. The position peaked at $523K in Q1 2024. 2 funds tracked by Wall St. Rank hold FPL as of Q2 2024.

Jeff Yass reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q2 2024 after selling out during the quarter.
Jeff Yass sold 68,328 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q2 2024, an estimated $523K.
Jeff Yass first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q4 2020 and held it in 7 quarters.
Jeff Yass's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $523K in Q1 2024.
2 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q2 2024.

Based on Susquehanna International Group's 13F filing for Q2 2024, filed 15 Aug 2024.