SFS
FPL

Sowell Financial Services’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-271
Closed -$2K – 2914
2021
Q1 		$2K Buy
+271
New +$1.32K ﹤0.01% 2868

Other funds holding FPL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
QC
Quantedge Capital Singapore $132M AUM 56.43% 1-Year Est. Return

Sowell Financial Services's FPL Position: Q2 2021 in Review

Sowell Financial Services sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q2 2021, closing a stake of 271 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in FPL in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 50 funds tracked by Wall St. Rank hold FPL as of Q2 2021.

  • Sowell Financial Services reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 271 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q2 2021, an estimated $2K.
  • Sowell Financial Services first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $2K in Q1 2021.
  • 50 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.