NFH
FPL

NEXT Financial Holdings’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

NEXT Financial Holdings’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
Q1 		$11K Buy
+1,241
New +$10.8K ﹤0.01% 1102

Other funds holding FPL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Wells Fargo
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
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

NEXT Financial Holdings's FPL Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q1 2019: 1,241 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #1102 among its holdings.

52 funds tracked by Wall St. Rank hold FPL as of Q1 2019.

  • NEXT Financial Holdings held 1,241 shares of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND worth $11K as of Q1 2019.
  • FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND was a new NEXT Financial Holdings position in Q1 2019.
  • FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1102 holding.
  • 52 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.