NFG
FPL

Next Financial Group’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

Next Financial Group’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
-649
Closed -$4K – 3017
2021
Q3 		$4K Buy
+649
New +$3.71K ﹤0.01% 2343
2020
Q4 		– Sell
-400
Closed -$1K – 2435
2020
Q3 		$1K Buy
+400
New +$1.59K ﹤0.01% 2157
2020
Q2 		– Sell
-400
Closed -$1K – 1979
2020
Q1 		$1K Hold
400
– – ﹤0.01% 2066
2019
Q4 		$4K Sell
400
-1,012
-72% -$8.82K ﹤0.01% 2042
2019
Q3 		$13K Hold
1,412
– – ﹤0.01% 1623
2019
Q2 		$13K Buy
1,412
+171
+14% +$1.57K ﹤0.01% 1617
2019
Q1 		$11K Buy
1,241
+241
+24% +$2.11K ﹤0.01% 1102
2018
Q4 		$8K Hold
1,000
– – ﹤0.01% 1422
2018
Q3 		$10K Buy
+1,000
New +$10.3K ﹤0.01% 995
2017
Q4 		– Sell
-2,250
Closed -$28K – 1494
2017
Q3 		$28K Hold
2,250
– – 0.01% 879
2017
Q2 		$30K Hold
2,250
– – 0.01% 950
2017
Q1 		$31K Hold
2,250
– – 0.01% 897
2016
Q4 		$29K Hold
2,250
– – 0.01% 1207
2016
Q3 		$31K Hold
2,250
– – 0.01% 1167
2016
Q2 		$31K Hold
2,250
– – 0.01% 802
2016
Q1 		$27K Sell
2,250
-500
-18% -$5.2K 0.01% 829
2015
Q4 		$29K Hold
2,750
– – 0.01% 803
2015
Q3 		$34K Hold
2,750
– – 0.01% 771
2015
Q2 		$43K Hold
2,750
– – 0.01% 725
2015
Q1 		$46K Sell
2,750
-200
-7% -$3.54K 0.01% 697
2014
Q4 		$53K Hold
2,950
– – 0.02% 634
2014
Q3 		$55K Hold
2,950
– – 0.01% 897
2014
Q2 		$54K Buy
+2,950
New +$57.9K 0.03% 332

Other funds holding FPL

Morgan Stanley
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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Next Financial Group's FPL Position: Q4 2021 in Review

Next Financial Group sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q4 2021, closing a stake of 649 shares — an estimated $4K sold.

Next Financial Group first reported a position in FPL in Q2 2014 and held it in 23 quarters. The position peaked at $55K in Q3 2014. 55 funds tracked by Wall St. Rank hold FPL as of Q4 2021.

  • Next Financial Group reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q4 2021 after selling out during the quarter.
  • Next Financial Group sold 649 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q4 2021, an estimated $4K.
  • Next Financial Group first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q2 2014 and held it in 23 quarters.
  • Next Financial Group's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $55K in Q3 2014.
  • 55 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.