MCC
FPL

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

Money Concepts 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
2023
Q1 		– Sell
-3,167
Closed -$19.2K – 3095
2022
Q4 		$19.2K Buy
+3,167
New +$18.9K ﹤0.01% 1697
2022
Q2 		– Sell
-750
Closed -$5K – 2724
2022
Q1 		$5K Buy
+750
New +$4.48K ﹤0.01% 2232

Other funds holding FPL

CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Morgan Stanley
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
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Money Concepts Capital's FPL Position: Q1 2023 in Review

Money Concepts Capital sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q1 2023, closing a stake of 3,167 shares — an estimated $19.2K sold.

Money Concepts Capital first reported a position in FPL in Q1 2022 and held it in 2 quarters. The position peaked at $19.2K in Q4 2022. 50 funds tracked by Wall St. Rank hold FPL as of Q1 2023.

  • Money Concepts Capital reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 3,167 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q1 2023, an estimated $19.2K.
  • Money Concepts Capital first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $19.2K in Q4 2022.
  • 50 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.