SIA
FPL

Schechter Investment Advisors’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

Schechter Investment Advisors’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
-48,964
Closed -$375K – 704
2024
Q1 		$375K Hold
48,964
– – 0.03% 445
2023
Q4 		$337K Hold
48,964
– – 0.03% 439
2023
Q3 		$307K Hold
48,964
– – 0.03% 442
2023
Q2 		$295K Hold
48,964
– – 0.03% 490
2023
Q1 		$293K Buy
+48,964
New +$300K 0.03% 527

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

Schechter Investment Advisors's FPL Position: Q2 2024 in Review

Schechter Investment Advisors sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q2 2024, closing a stake of 48,964 shares — an estimated $375K sold.

Schechter Investment Advisors first reported a position in FPL in Q1 2023 and held it in 5 quarters. The position peaked at $375K in Q1 2024. 2 funds tracked by Wall St. Rank hold FPL as of Q2 2024.

  • Schechter Investment Advisors reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q2 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 48,964 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q2 2024, an estimated $375K.
  • Schechter Investment Advisors first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q1 2023 and held it in 5 quarters.
  • Schechter Investment Advisors's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $375K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q2 2024.

Based on Schechter Investment Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.