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

Stifel Financial’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 Q1	–	Sell	-10,078	Closed	-$69.3K	–	3450
2023 Q4	$69.3K	Buy	+10,078	New	+$67.3K	﹤0.01%	3198
2023 Q2	–	Sell	-23,081	Closed	-$138K	–	3448
2023 Q1	$138K	Sell	23,081 -228	-1%	-$1.4K	﹤0.01%	3122
2022 Q4	$141K	Buy	23,309 +1,874	+9%	+$11.2K	﹤0.01%	3069
2022 Q3	$117K	Buy	+21,435	New	+$131K	﹤0.01%	3084
2019 Q2	–	Sell	-11,157	Closed	-$103K	–	3065
2019 Q1	$103K	Sell	11,157 -862	-7%	-$7.53K	﹤0.01%	2694
2018 Q4	$92K	Sell	12,019 -363	-3%	-$3.11K	﹤0.01%	2570
2018 Q3	$120K	Sell	12,382 -2,852	-19%	-$29.4K	﹤0.01%	2659
2018 Q2	$158K	Buy	15,234 +856	+6%	+$8.98K	﹤0.01%	2588
2018 Q1	$141K	Buy	14,378 +923	+7%	+$10.9K	﹤0.01%	2530
2017 Q4	$161K	Buy	13,455 +2,147	+19%	+$25.7K	﹤0.01%	2486
2017 Q3	$144K	Buy	+11,308	New	+$142K	﹤0.01%	2433

Other funds holding FPL

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

CBA

Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial's FPL Position: Q1 2024 in Review

Stifel Financial sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q1 2024, closing a stake of 10,078 shares — an estimated $69.3K sold.

Stifel Financial first reported a position in FPL in Q3 2017 and held it in 11 quarters. The position peaked at $161K in Q4 2017. 61 funds tracked by Wall St. Rank hold FPL as of Q1 2024.

Stifel Financial reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q1 2024 after selling out during the quarter.
Stifel Financial sold 10,078 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q1 2024, an estimated $69.3K.
Stifel Financial first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q3 2017 and held it in 11 quarters.
Stifel Financial's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $161K in Q4 2017.
61 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q1 2024.

Based on Stifel Financial's 13F filing for Q1 2024, filed 14 May 2024.