NWF Advisory Services’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

NWF Advisory Services’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	-13,800	Closed	-$106K	–	346
2024 Q1	$106K	Hold	13,800	–	–	0.02%	310
2023 Q4	$94.9K	Hold	13,800	–	–	0.02%	283
2023 Q3	$86.4K	Hold	13,800	–	–	0.02%	275
2023 Q2	$83.1K	Hold	13,800	–	–	0.02%	269
2023 Q1	$83.1K	Buy	+13,800	New	+$84.6K	0.02%	268

Other funds holding FPL

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NWF Advisory Services's FPL Position: Q2 2024 in Review

NWF Advisory Services sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q2 2024, closing a stake of 13,800 shares — an estimated $106K sold.

NWF Advisory Services first reported a position in FPL in Q1 2023 and held it in 5 quarters. The position peaked at $106K in Q1 2024. 2 funds tracked by Wall St. Rank hold FPL as of Q2 2024.

NWF Advisory Services reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q2 2024 after selling out during the quarter.
NWF Advisory Services sold 13,800 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q2 2024, an estimated $106K.
NWF Advisory Services first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q1 2023 and held it in 5 quarters.
NWF Advisory Services's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $106K in Q1 2024.
2 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q2 2024.

Based on NWF Advisory Services's 13F filing for Q2 2024, filed 6 Oct 2025.