SWP
FPL

Stratos Wealth Partners’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-900
Closed -$9K – 2626
2018
Q3 		$9K Buy
+900
New +$9.27K ﹤0.01% 2249
2018
Q2 		– Sell
-900
Closed -$9K – 2711
2018
Q1 		$9K Hold
900
– – ﹤0.01% 2391
2017
Q4 		$11K Buy
+900
New +$10.8K ﹤0.01% 2136

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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Stratos Wealth Partners's FPL Position: Q4 2018 in Review

Stratos Wealth Partners sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q4 2018, closing a stake of 900 shares — an estimated $9K sold.

Stratos Wealth Partners first reported a position in FPL in Q4 2017 and held it in 3 quarters. The position peaked at $11K in Q4 2017. 56 funds tracked by Wall St. Rank hold FPL as of Q4 2018.

  • Stratos Wealth Partners reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 900 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q4 2018, an estimated $9K.
  • Stratos Wealth Partners first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $11K in Q4 2017.
  • 56 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.