Schechter Investment Advisors’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-48,964
| Closed | -$375K | – | 703 |
|
|
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 | +$293K | 0.03% | 527 |
|