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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40 hedge funds and large institutions have $71.7M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GFPC
1
Global Financial Private Capital
Florida
$1.73M
2
SIA
2
Sit Investment Associates
Minnesota
$1.73M
3
AAM
3
Advisors Asset Management
Colorado
$11.3M
4
CIA
4
Capital Investment Advisors
Georgia
$1.15M
5
DA
5
Doliver Advisors
Texas
$841K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$9.7M
2
Invesco
2
Invesco
Georgia
$3.35M
3
Cohen & Steers
3
Cohen & Steers
New York
$2.18M
4
CCP
4
Cardan Capital Partners
Colorado
$0
5
NL
5
NWAM LLC
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
26
IFP Advisors
Florida
$151K -$27.7K -2,203 -16%
Citadel Advisors
27
Citadel Advisors
Florida
$149K +$149K +11,789 New
Stifel Financial
28
Stifel Financial
Missouri
$144K +$144K +11,308 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$139K -$210K -16,668 -60%
WAM
30
Wealthspire Advisors (Maryland)
Maryland
$121K +$3K +237 +3%
AG
31
Advisor Group
Arizona
$67K +$1.27K +100 +2%
Citigroup
32
Citigroup
New York
$52K +$52K +4,100 New
NFG
33
Next Financial Group
Texas
$28K – – –
SEI Investments
34
SEI Investments
Pennsylvania
$15K +$15K +1,200 New
US Bancorp
35
US Bancorp
Minnesota
$11K -$62.9K -5,000 -85%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$9K – – –
FHA
37
First Horizon Advisors
Tennessee
$9K – – –
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$6K – – –
MWM
39
MinichMacGregor Wealth Management
New York
$5K +$5K +456 New
BFEC
40
Benjamin F. Edwards & Company
Missouri
$2K – – –
CCP
41
Cardan Capital Partners
Colorado
– -$323K -24,586 Closed
NL
42
NWAM LLC
Washington
– -$322K -24,504 Closed
William Blair & Company
43
William Blair & Company
Illinois
– -$180K -13,709 Closed
SF
44
Synovus Financial
Georgia
– -$180K -13,605 Closed
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
– -$135K -10,276 Closed
GWS
46
Glassman Wealth Services
Virginia
– -$13K -1,010 Closed
Barclays
47
Barclays
United Kingdom
– -$13K -972 Closed
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