Zullo Investment Group’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

Zullo Investment Group’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
2023 Q1	–	Sell	-1,000	Closed	-$6.05K	–	751
2022 Q4	$6.05K	Hold	1,000	–	–	﹤0.01%	562
2022 Q3	$5K	Hold	1,000	–	–	﹤0.01%	613
2022 Q2	$6K	Hold	1,000	–	–	﹤0.01%	600
2022 Q1	$6K	Hold	1,000	–	–	﹤0.01%	637
2021 Q4	$5K	Buy	+1,000	New	+$5.62K	﹤0.01%	675

Other funds holding FPL

CBA

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

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Zullo Investment Group's FPL Position: Q1 2023 in Review

Zullo Investment Group sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q1 2023, closing a stake of 1,000 shares — an estimated $6.05K sold.

Zullo Investment Group first reported a position in FPL in Q4 2021 and held it in 5 quarters. The position peaked at $6.05K in Q4 2022. 50 funds tracked by Wall St. Rank hold FPL as of Q1 2023.

Zullo Investment Group reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 1,000 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q1 2023, an estimated $6.05K.
Zullo Investment Group first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $6.05K in Q4 2022.
50 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.