Wealthspire Advisors (Maryland)’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-11,247	Closed	-$104K	–	2180
2019 Q1	$104K	Buy	11,247 +284	+3%	+$2.48K	0.01%	629
2018 Q4	$83K	Buy	10,963 +284	+3%	+$2.44K	0.01%	670
2018 Q3	$103K	Buy	10,679 +289	+3%	+$2.98K	0.01%	677
2018 Q2	$108K	Buy	10,390 +302	+3%	+$3.17K	0.01%	682
2018 Q1	$99K	Buy	10,088 +266	+3%	+$3.14K	0.01%	721
2017 Q4	$118K	Buy	9,822 +252	+3%	+$3.02K	0.01%	650
2017 Q3	$121K	Buy	9,570 +237	+3%	+$2.99K	0.01%	633
2017 Q2	$123K	Buy	9,333 +220	+2%	+$2.9K	0.01%	611
2017 Q1	$123K	Buy	9,113 +209	+2%	+$2.82K	0.02%	525
2016 Q4	$115K	Buy	+8,904	New	+$114K	0.02%	540

Other funds holding FPL

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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CBA

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FPL Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q2 2019, closing a stake of 11,247 shares — an estimated $104K sold.

Wealthspire Advisors (Maryland) first reported a position in FPL in Q4 2016 and held it in 10 quarters. The position peaked at $123K in Q2 2017. 46 funds tracked by Wall St. Rank hold FPL as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 11,247 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q2 2019, an estimated $104K.
Wealthspire Advisors (Maryland) first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q4 2016 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $123K in Q2 2017.
46 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.