FPL

FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND
FPL

Overview Fund Activity
Delisted

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

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41 hedge funds and large institutions have $74.4M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
20
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.1M
2
Wells Fargo
2
Wells Fargo
California
$13.6M
3
AAM
3
Advisors Asset Management
Colorado
$11M
4
BTS
4
BB&T Securities
Virginia
$1.18M
5
CIA
5
Capital Investment Advisors
Georgia
$616K

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$0
2
LPL Financial
2
LPL Financial
California
$0
3
Invesco
3
Invesco
Georgia
$4.65M
4
Cohen & Steers
4
Cohen & Steers
New York
$2.68M
5
CWM
5
Cornerstone Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
26
IFP Advisors
Florida
$187K -$21.5K -1,630 -10%
SF
27
Synovus Financial
Georgia
$180K +$180K +13,605 New
William Blair & Company
28
William Blair & Company
Illinois
$180K +$180K +13,709 New
CL
29
CPWM LLC
Washington
$173K – – –
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$135K -$3.28K -250 -2%
WAM
31
Wealthspire Advisors (Maryland)
Maryland
$123K +$2.9K +220 +2%
US Bancorp
32
US Bancorp
Minnesota
$77K +$11.5K +875 +18%
AG
33
Advisor Group
Arizona
$69K +$1.8K +135 +3%
WA
34
WFG Advisors
Texas
$54K +$317 +24 +0.6%
NFG
35
Next Financial Group
Texas
$30K – – –
GWS
36
Glassman Wealth Services
Virginia
$13K – – –
Barclays
37
Barclays
United Kingdom
$13K +$13K +972 New
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$10K – – –
FHA
39
First Horizon Advisors
Tennessee
$9K – – –
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$6K -$20.7K -1,550 -78%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$2K – – –
HighTower Advisors
42
HighTower Advisors
Illinois
– -$958K -70,496 Closed
LPL Financial
43
LPL Financial
California
– -$833K -62,370 Closed
CWM
44
Cornerstone Wealth Management
Missouri
– -$215K -15,714 Closed
CS
45
Comerica Securities
Michigan
– -$173K -12,800 Closed
Creative Planning
46
Creative Planning
Kansas
– -$97K -7,172 Closed
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