SXL
FPL

Summit X LLC’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

Summit X LLC’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
Q1 		– Sell
-10,167
Closed -$14K – 282
2020
Q4 		$14K Buy
+10,167
New +$41.9K ﹤0.01% 247
2019
Q1 		– Sell
-12,506
Closed -$94K – 257
2018
Q4 		$94K Buy
+12,506
New +$107K 0.05% 196

Other funds holding FPL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Summit X LLC's FPL Position: Q1 2021 in Review

Summit X LLC sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q1 2021, closing a stake of 10,167 shares — an estimated $14K sold.

Summit X LLC first reported a position in FPL in Q4 2018 and held it in 2 quarters. The position peaked at $94K in Q4 2018. 46 funds tracked by Wall St. Rank hold FPL as of Q1 2021.

  • Summit X LLC reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q1 2021 after selling out during the quarter.
  • Summit X LLC sold 10,167 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q1 2021, an estimated $14K.
  • Summit X LLC first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q4 2018 and held it in 2 quarters.
  • Summit X LLC's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $94K in Q4 2018.
  • 46 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q1 2021.

Based on Summit X LLC's 13F filing for Q1 2021, filed 10 May 2021.