SOA
FPL

Sea Otter Advisors’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

Sea Otter 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
-40,118
Closed -$307K – 63
2024
Q1 		$307K Buy
40,118
+7,518
+23% +$52.9K 1.49% 18
2023
Q4 		$224K Buy
32,600
+22,600
+226% +$151K 0.15% 69
2023
Q3 		$62.6K Buy
+10,000
New +$62.9K 0.03% 117

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

Sea Otter Advisors's FPL Position: Q2 2024 in Review

Sea Otter Advisors sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q2 2024, closing a stake of 40,118 shares — an estimated $307K sold.

Sea Otter Advisors first reported a position in FPL in Q3 2023 and held it in 3 quarters. The position peaked at $307K in Q1 2024. 2 funds tracked by Wall St. Rank hold FPL as of Q2 2024.

  • Sea Otter Advisors reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q2 2024 after selling out during the quarter.
  • Sea Otter Advisors sold 40,118 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q2 2024, an estimated $307K.
  • Sea Otter Advisors first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q3 2023 and held it in 3 quarters.
  • Sea Otter Advisors's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $307K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q2 2024.

Based on Sea Otter Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.