Lake Point Wealth Management’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

Lake Point Wealth Management’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
2022 Q2	$0	Hold	30	–	–	﹤0.01%	529
2022 Q1	$0	Hold	30	–	–	﹤0.01%	499
2021 Q4	$0	Buy	30 +25	+500%	+$141	﹤0.01%	498
2021 Q3	$0	Hold	5	–	–	﹤0.01%	469
2021 Q2	$0	Buy	+5	New	+$29	﹤0.01%	447

Other funds holding FPL

CBA

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

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

Cohen & Steers New York $57.6B AUM 8.03% 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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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

Lake Point Wealth Management's FPL Position: Q2 2022 in Review

Lake Point Wealth Management held its FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) position steady in Q2 2022 at 30 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Lake Point Wealth Management first reported a position in FPL in Q2 2021 and has held it in 5 quarters since. 44 funds tracked by Wall St. Rank hold FPL as of Q2 2022.

Lake Point Wealth Management held 30 shares of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND worth $0 as of Q2 2022.
Lake Point Wealth Management left its FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND share count unchanged in Q2 2022.
FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #529 holding.
Lake Point Wealth Management first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q2 2021 and has held it in 5 quarters since.
44 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.