WFG Advisors’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

WFG Advisors’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
2017 Q2	$54K	Buy	4,094 +24	+0.6%	+$316	0.01%	682
2017 Q1	$55K	Buy	4,070 +17	+0.4%	+$229	0.01%	639
2016 Q4	$52K	Sell	4,053 -743	-15%	-$9.52K	0.01%	712
2016 Q3	$66K	Buy	4,796 +16	+0.3%	+$217	0.02%	638
2016 Q2	$67K	Buy	4,780 +17	+0.4%	+$215	0.02%	617
2016 Q1	$57K	Buy	4,763 +227	+5%	+$2.36K	0.02%	633
2015 Q4	$49K	Buy	4,536 +11	+0.2%	+$135	0.01%	669
2015 Q3	$56K	Buy	4,525 +299	+7%	+$4.36K	0.02%	613
2015 Q2	$66K	Sell	4,226 -282	-6%	-$4.78K	0.02%	647
2015 Q1	$77K	Buy	4,508 +420	+10%	+$7.43K	0.02%	612
2014 Q4	$73K	Hold	4,088	–	–	0.01%	742
2014 Q3	$77K	Buy	4,088 +1,890	+86%	+$36.1K	0.01%	755
2014 Q2	$43K	Buy	+2,198	New	+$43.1K	0.01%	970

Other funds holding FPL

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BTS

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

IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return

SMC

Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WFG Advisors's FPL Position: Q2 2017 in Review

WFG Advisors increased its FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) stake by 0.59% in Q2 2017, buying an estimated $316 and bringing the position to 4,094 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #682.

WFG Advisors first reported a position in FPL in Q2 2014 and has held it in 13 quarters since. The position peaked at $77K in Q1 2015. 41 funds tracked by Wall St. Rank hold FPL as of Q2 2017.

WFG Advisors held 4,094 shares of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND worth $54K as of Q2 2017.
WFG Advisors bought 24 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q2 2017, an estimated $316.
FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #682 holding.
WFG Advisors first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q2 2014 and has held it in 13 quarters since.
WFG Advisors's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $77K in Q1 2015.
41 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.