NS
FPL

NBC Securities’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

NBC Securities’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
2024
Q2 		– Sell
-4,911
Closed -$37K – 2243
2024
Q1 		$37K Sell
4,911
-107
-2% -$753 ﹤0.01% 1223
2023
Q4 		$34K Sell
5,018
-1,212
-19% -$8.1K ﹤0.01% 1255
2023
Q3 		$39K Buy
+6,230
New +$39.2K ﹤0.01% 1202

Other funds holding FPL

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NBC Securities's FPL Position: Q2 2024 in Review

NBC Securities sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q2 2024, closing a stake of 4,911 shares — an estimated $37K sold.

NBC Securities first reported a position in FPL in Q3 2023 and held it in 3 quarters. The position peaked at $39K in Q3 2023. 2 funds tracked by Wall St. Rank hold FPL as of Q2 2024.

  • NBC Securities reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q2 2024 after selling out during the quarter.
  • NBC Securities sold 4,911 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q2 2024, an estimated $37K.
  • NBC Securities first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q3 2023 and held it in 3 quarters.
  • NBC Securities's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $39K in Q3 2023.
  • 2 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q2 2024.

Based on NBC Securities's 13F filing for Q2 2024, filed 10 Jul 2024.