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

Lido 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 Q3	–	Sell	-20,000	Closed	-$120K	–	1331
2023 Q2	$120K	Buy	+20,000	New	+$119K	﹤0.01%	1152
2022 Q3	–	Sell	-18,497	Closed	-$106K	–	1057
2022 Q2	$106K	Sell	18,497 -22,683	-55%	-$141K	﹤0.01%	900
2022 Q1	$259K	Buy	+41,180	New	+$246K	﹤0.01%	864

Other funds holding FPL

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

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

RCM

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Lido Advisors's FPL Position: Q3 2023 in Review

Lido Advisors sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q3 2023, closing a stake of 20,000 shares — an estimated $120K sold.

Lido Advisors first reported a position in FPL in Q1 2022 and held it in 3 quarters. The position peaked at $259K in Q1 2022. 55 funds tracked by Wall St. Rank hold FPL as of Q3 2023.

Lido Advisors reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q3 2023 after selling out during the quarter.
Lido Advisors sold 20,000 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q3 2023, an estimated $120K.
Lido Advisors first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q1 2022 and held it in 3 quarters.
Lido Advisors's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $259K in Q1 2022.
55 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q3 2023.

Based on Lido Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.