FPL

FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND
FPL

Overview Fund Activity
Delisted

FPL was delisted on the 3rd of May, 2024.

Back to rankings

40 hedge funds and large institutions have $71.4M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 6 closing their positions.

Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
21
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$9.82M
2
Wells Fargo
2
Wells Fargo
California
$12.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$28.5M
4
Bank of America
4
Bank of America
North Carolina
$1.53M
5
SMC
5
Smith, Moore & Co
Missouri
$900K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$454K
2
GC
2
Guggenheim Capital
Illinois
$400K
3
MCM
3
Marathon Capital Management
Maryland
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Citigroup
5
Citigroup
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CL
26
CPWM LLC
Washington
$178K 13,143 – –
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$175K 12,940 +3,500 +37%
CS
28
Comerica Securities
Michigan
$173K 12,800 +12,800 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$142K 10,526 +10,526 New
WAM
30
Wealthspire Advisors (Maryland)
Maryland
$123K 9,113 +209 +2%
Creative Planning
31
Creative Planning
Kansas
$97K 7,172 +4,073 +131%
AG
32
Advisor Group
Arizona
$68K 5,052 -832 -14%
US Bancorp
33
US Bancorp
Minnesota
$68K 5,000 +5,000 New
WA
34
WFG Advisors
Texas
$55K 4,070 +17 +0.4%
NFG
35
Next Financial Group
Texas
$31K 2,250 – –
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$27K 2,000 +2,000 New
GWS
37
Glassman Wealth Services
Virginia
$14K 1,010 -7,500 -88%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$10K 749 – –
FHA
39
First Horizon Advisors
Tennessee
$10K 750 – –
BFEC
40
Benjamin F. Edwards & Company
Missouri
$2K 150 -817 -84%
Citadel Advisors
41
Citadel Advisors
Florida
– – -14,561 Closed
Citigroup
42
Citigroup
New York
– – -11,048 Closed
MCM
43
Marathon Capital Management
Maryland
– – -1,777 Closed
TCOV
44
Trust Company of Vermont
Vermont
– – -1,250 Closed
DADC
45
D.A. Davidson & Co
Montana
– – -800 Closed
FNBT
46
FineMark National Bank & Trust
Florida
– – -398 Closed
1
2