TWM
FPL

Titus Wealth Management’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

Titus Wealth Management’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
2022
Q2 		– Sell
-14,700
Closed -$93K – 177
2022
Q1 		$93K Sell
14,700
-1,700
-10% -$10.2K 0.04% 163
2021
Q4 		$90K Sell
16,400
-2,800
-15% -$15.7K 0.04% 169
2021
Q3 		$108K Buy
+19,200
New +$110K 0.06% 161

Other funds holding FPL

CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
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
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Titus Wealth Management's FPL Position: Q2 2022 in Review

Titus Wealth Management sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q2 2022, closing a stake of 14,700 shares — an estimated $93K sold.

Titus Wealth Management first reported a position in FPL in Q3 2021 and held it in 3 quarters. The position peaked at $108K in Q3 2021. 44 funds tracked by Wall St. Rank hold FPL as of Q2 2022.

  • Titus Wealth Management reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q2 2022 after selling out during the quarter.
  • Titus Wealth Management sold 14,700 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q2 2022, an estimated $93K.
  • Titus Wealth Management first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q3 2021 and held it in 3 quarters.
  • Titus Wealth Management's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $108K in Q3 2021.
  • 44 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.