Wealth Enhancement Advisory Services
FPL

Wealth Enhancement Advisory Services’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

Wealth Enhancement Advisory Services’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
-11,850
Closed -$90.8K – 2728
2024
Q1 		$90.8K Hold
11,850
– – ﹤0.01% 2306
2023
Q4 		$81.5K Sell
11,850
-1,500
-11% -$10K ﹤0.01% 2189
2023
Q3 		$83.6K Buy
+13,350
New +$83.9K ﹤0.01% 2121

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

Wealth Enhancement Advisory Services's FPL Position: Q2 2024 in Review

Wealth Enhancement Advisory Services sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q2 2024, closing a stake of 11,850 shares — an estimated $90.8K sold.

Wealth Enhancement Advisory Services first reported a position in FPL in Q3 2023 and held it in 3 quarters. The position peaked at $90.8K in Q1 2024. 2 funds tracked by Wall St. Rank hold FPL as of Q2 2024.

  • Wealth Enhancement Advisory Services reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q2 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 11,850 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q2 2024, an estimated $90.8K.
  • Wealth Enhancement Advisory Services first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q3 2023 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $90.8K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q2 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2024, filed 16 Jul 2024.