SOA
FPL

Sea Otter 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
-40,118
Closed -$307K 111
2024
Q1
$307K Buy
40,118
+7,518
+23% +$57.6K 1.49% 17
2023
Q4
$224K Buy
32,600
+22,600
+226% +$155K 0.15% 56
2023
Q3
$62.6K Buy
+10,000
New +$62.6K 0.03% 96