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

Principal 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	-417	Closed	-$3.19K	–	3499
2024 Q1	$3.19K	Hold	417	–	–	﹤0.01%	2746
2023 Q4	$2.87K	Buy	+417	New	+$2.79K	﹤0.01%	2716

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

Principal Securities's FPL Position: Q2 2024 in Review

Principal Securities sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q2 2024, closing a stake of 417 shares — an estimated $3.19K sold.

Principal Securities first reported a position in FPL in Q4 2023 and held it in 2 quarters. The position peaked at $3.19K in Q1 2024. 2 funds tracked by Wall St. Rank hold FPL as of Q2 2024.

Principal Securities reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q2 2024 after selling out during the quarter.
Principal Securities sold 417 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q2 2024, an estimated $3.19K.
Principal Securities first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q4 2023 and held it in 2 quarters.
Principal Securities's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $3.19K in Q1 2024.
2 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q2 2024.

Based on Principal Securities's 13F filing for Q2 2024, filed 31 Jul 2024.