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

Mutual 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
2019 Q2	–	Sell	-16,662	Closed	-$154K	–	589
2019 Q1	$154K	Buy	16,662 +41	+0.2%	+$358	0.02%	459
2018 Q4	$125K	Sell	16,621 -7,701	-32%	-$66K	0.02%	416
2018 Q3	$234K	Buy	24,322 +5,064	+26%	+$52.2K	0.04%	419
2018 Q2	$200K	Buy	19,258 +59	+0.3%	+$619	0.05%	401
2018 Q1	$189K	Buy	+19,199	New	+$227K	0.05%	378

Other funds holding FPL

Morgan Stanley New York $1.66T AUM 25.57% 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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

CBA

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 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

Mutual Advisors's FPL Position: Q2 2019 in Review

Mutual Advisors sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q2 2019, closing a stake of 16,662 shares — an estimated $154K sold.

Mutual Advisors first reported a position in FPL in Q1 2018 and held it in 5 quarters. The position peaked at $234K in Q3 2018. 46 funds tracked by Wall St. Rank hold FPL as of Q2 2019.

Mutual Advisors reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q2 2019 after selling out during the quarter.
Mutual Advisors sold 16,662 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q2 2019, an estimated $154K.
Mutual Advisors first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q1 2018 and held it in 5 quarters.
Mutual Advisors's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $234K in Q3 2018.
46 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q2 2019.

Based on Mutual Advisors's 13F filing for Q2 2019, filed 15 Aug 2019.