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FPL

FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND
FPL

Delisted

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

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39 hedge funds and large institutions have $53M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

0% more funds holding

Funds holding: 39 → 39 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

17% less capital invested

Capital invested by funds: $64.3M → $53M (-$11.2M)

Holders
39
Holders Change
–
Holders Change %
0%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$665K
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$466K
3
Cohen & Steers
Cohen & Steers
New York
+$395K
4
MA
Mutual Advisors
Nebraska
+$227K
5
SPIA
Steward Partners Investment Advisory
New York
+$210K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$1.07M
2
Morgan Stanley
Morgan Stanley
New York
-$717K
3
CA
Cetera Advisors
Colorado
-$667K
4
Invesco
Invesco
Georgia
-$660K
5
UBS Group
UBS Group
Switzerland
-$358K
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
26
Tiedemann Advisors
New York
$102K – – –
WAM
27
Wealthspire Advisors (Maryland)
Maryland
$99K +$3.14K +266 +3%
NMC
28
Nine Masts Capital
Hong Kong
$81K +$98.1K +8,300 New
IA
29
IFP Advisors
Florida
$35K – – –
AG
30
Advisor Group
Arizona
$15K -$46.2K -3,907 -72%
CIBC Private Wealth Group
31
CIBC Private Wealth Group
Georgia
$11K – – –
MWM
32
MinichMacGregor Wealth Management
New York
$10K +$7.41K +627 +138%
Citigroup
33
Citigroup
New York
$9K -$38.1K -3,224 -79%
SWP
34
Stratos Wealth Partners
Ohio
$9K – – –
US Bancorp
35
US Bancorp
Minnesota
$9K – – –
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$7K – – –
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$4K – – –
MOS
38
MGO One Seven
Ohio
$2K -$9.38K -794 -80%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$1K – – –
CA
40
Cetera Advisors
Colorado
– -$667K -55,719 Closed
SI
41
SII Investments
Wisconsin
– -$362K -30,268 Closed
Millennium Management
42
Millennium Management
New York
– -$327K -27,354 Closed
TSS
43
Two Sigma Securities
New York
– -$124K -10,387 Closed
Bessemer Group
44
Bessemer Group
New Jersey
– -$20K -1,684 Closed
1
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FPL Hedge Fund Activity: Q1 2018 in Review

39 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) for Q1 2018, worth a combined $53M — down 17% from $64.3M a quarter earlier.

Fund positioning in FPL was balanced in Q1 2018: 5 funds opened new positions, 5 closed out, 15 added to existing stakes and 9 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $665K. The largest seller was Wells Fargo, cutting an estimated $1.07M.

  • 39 institutional investors held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $53M of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND stock for Q1 2018, down 17% quarter-over-quarter.
  • 5 funds opened new FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND positions in Q1 2018 and 5 closed out, a net change of 0 holders.
  • The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND buyer in Q1 2018 was LPL Financial, an estimated $665K added.
  • The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND seller in Q1 2018 was Wells Fargo, an estimated $1.07M sold.

Based on aggregated 13F filings for Q1 2018.