SPIA
FPL

Steward Partners Investment Advisory’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

Steward Partners Investment Advisory’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
-2,300
Closed -$17.6K – 3748
2024
Q1 		$17.6K Hold
2,300
– – ﹤0.01% 2571
2023
Q4 		$15.8K Hold
2,300
– – ﹤0.01% 2514
2023
Q3 		$14.4K Sell
2,300
-19
-0.8% -$119 ﹤0.01% 2451
2023
Q2 		$14K Hold
2,319
– – ﹤0.01% 2457
2023
Q1 		$13.9K Hold
2,319
– – ﹤0.01% 2411
2022
Q4 		$14K Hold
2,319
– – ﹤0.01% 2411
2022
Q3 		$13K Buy
2,319
+19
+0.8% +$116 ﹤0.01% 2429
2022
Q2 		$13K Buy
2,300
+1,300
+130% +$8.07K ﹤0.01% 2432
2022
Q1 		$6K Sell
1,000
-22,105
-96% -$132K ﹤0.01% 2854
2021
Q4 		$126K Sell
23,105
-22,794
-50% -$128K ﹤0.01% 1496
2021
Q3 		$261K Buy
45,899
+338
+0.7% +$1.93K ﹤0.01% 1157
2021
Q2 		$269K Sell
45,561
-2,342
-5% -$13.4K ﹤0.01% 1310
2021
Q1 		$255K Buy
47,903
+4,018
+9% +$19.7K ﹤0.01% 1177
2020
Q4 		$187K Sell
43,885
-14,222
-24% -$58.6K ﹤0.01% 1101
2020
Q3 		$209K Buy
58,107
+2,400
+4% +$9.55K 0.01% 920
2020
Q2 		$240K Buy
55,707
+2,296
+4% +$10.3K 0.01% 824
2020
Q1 		$192K Buy
53,411
+6,454
+14% +$49.2K 0.01% 810
2019
Q4 		$438K Sell
46,957
-835
-2% -$7.28K 0.01% 658
2019
Q3 		$445K Buy
47,792
+310
+0.7% +$2.9K 0.02% 615
2019
Q2 		$448K Sell
47,482
-376
-0.8% -$3.45K 0.02% 590
2019
Q1 		$443K Sell
47,858
-758
-2% -$6.63K 0.02% 546
2018
Q4 		$366K Sell
48,616
-18,520
-28% -$159K 0.02% 563
2018
Q3 		$645K Buy
67,136
+1,019
+2% +$10.5K 0.03% 447
2018
Q2 		$686K Sell
66,117
-126
-0.2% -$1.32K 0.04% 394
2018
Q1 		$650K Buy
66,243
+17,804
+37% +$210K 0.04% 365
2017
Q4 		$580K Buy
+48,439
New +$580K 0.04% 336

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

Steward Partners Investment Advisory's FPL Position: Q2 2024 in Review

Steward Partners Investment Advisory sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q2 2024, closing a stake of 2,300 shares — an estimated $17.6K sold.

Steward Partners Investment Advisory first reported a position in FPL in Q4 2017 and held it in 26 quarters. The position peaked at $686K in Q2 2018. 2 funds tracked by Wall St. Rank hold FPL as of Q2 2024.

  • Steward Partners Investment Advisory reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q2 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 2,300 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q2 2024, an estimated $17.6K.
  • Steward Partners Investment Advisory first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q4 2017 and held it in 26 quarters.
  • Steward Partners Investment Advisory's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $686K in Q2 2018.
  • 2 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q2 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2024, filed 8 Aug 2024.