Lindbrook Capital’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

Lindbrook Capital’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
2021 Q4	–	Sell	-1,733	Closed	-$10K	–	2234
2021 Q3	$10K	Buy	1,733 +33	+2%	+$189	﹤0.01%	1010
2021 Q2	$10K	Buy	+1,700	New	+$9.7K	﹤0.01%	1067
2020 Q1	–	Sell	-16,500	Closed	-$154K	–	1886
2019 Q4	$154K	Sell	16,500 -3,810	-19%	-$33.2K	0.05%	180
2019 Q3	$189K	Hold	20,310	–	–	0.07%	141
2019 Q2	$191K	Buy	20,310 +1,810	+10%	+$16.6K	0.07%	138
2019 Q1	$171K	Buy	18,500 +13,370	+261%	+$117K	0.07%	146
2018 Q4	$38K	Buy	+5,130	New	+$44K	0.02%	428

Other funds holding FPL

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

CBA

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

Cohen & Steers New York $57.6B AUM 8.03% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WAM

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

RJA

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

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

Lindbrook Capital's FPL Position: Q4 2021 in Review

Lindbrook Capital sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q4 2021, closing a stake of 1,733 shares — an estimated $10K sold.

Lindbrook Capital first reported a position in FPL in Q4 2018 and held it in 7 quarters. The position peaked at $191K in Q2 2019. 55 funds tracked by Wall St. Rank hold FPL as of Q4 2021.

Lindbrook Capital reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q4 2021 after selling out during the quarter.
Lindbrook Capital sold 1,733 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q4 2021, an estimated $10K.
Lindbrook Capital first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q4 2018 and held it in 7 quarters.
Lindbrook Capital's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $191K in Q2 2019.
55 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q4 2021.

Based on Lindbrook Capital's 13F filing for Q4 2021, filed 18 Jan 2022.