SFA
FPL

Sequoia Financial Advisors’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

Sequoia Financial 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
2020
Q2 		– Sell
-15,500
Closed -$56K – 408
2020
Q1 		$56K Buy
+15,500
New +$118K ﹤0.01% 357

Other funds holding FPL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sequoia Financial Advisors's FPL Position: Q2 2020 in Review

Sequoia Financial Advisors sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q2 2020, closing a stake of 15,500 shares — an estimated $56K sold.

Sequoia Financial Advisors first reported a position in FPL in Q1 2020 and held it in 1 quarter. The position peaked at $56K in Q1 2020. 46 funds tracked by Wall St. Rank hold FPL as of Q2 2020.

  • Sequoia Financial Advisors reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q2 2020 after selling out during the quarter.
  • Sequoia Financial Advisors sold 15,500 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q2 2020, an estimated $56K.
  • Sequoia Financial Advisors first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q1 2020 and held it in 1 quarter.
  • Sequoia Financial Advisors's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $56K in Q1 2020.
  • 46 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q2 2020.

Based on Sequoia Financial Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.