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

MinichMacGregor 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
2018 Q4	–	Sell	-468	Closed	-$4K	–	548
2018 Q3	$4K	Hold	468	–	–	﹤0.01%	420
2018 Q2	$4K	Sell	468 -615	-57%	-$6.45K	﹤0.01%	415
2018 Q1	$10K	Buy	1,083 +627	+138%	+$7.41K	0.01%	312
2017 Q4	$5K	Hold	456	–	–	﹤0.01%	375
2017 Q3	$5K	Buy	+456	New	+$5.75K	﹤0.01%	355

Other funds holding FPL

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

WAM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

MinichMacGregor Wealth Management's FPL Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q4 2018, closing a stake of 468 shares — an estimated $4K sold.

MinichMacGregor Wealth Management first reported a position in FPL in Q3 2017 and held it in 5 quarters. The position peaked at $10K in Q1 2018. 56 funds tracked by Wall St. Rank hold FPL as of Q4 2018.

MinichMacGregor Wealth Management reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q4 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 468 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q4 2018, an estimated $4K.
MinichMacGregor Wealth Management first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q3 2017 and held it in 5 quarters.
MinichMacGregor Wealth Management's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $10K in Q1 2018.
56 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.