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

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.

Holders
39
Holders Change
–
Holders Change %
0%
% of All Funds
0.9%
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

1
LPL Financial
1
LPL Financial
California
$553K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$387K
3
Cohen & Steers
3
Cohen & Steers
New York
$3.48M
4
MA
4
Mutual Advisors
Nebraska
$189K
5
SPIA
5
Steward Partners Investment Advisory
New York
$650K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$4.85M
2
CA
2
Cetera Advisors
Colorado
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$21.2M
4
Invesco
4
Invesco
Georgia
$1.45M
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
26
Tiedemann Advisors
New York
$102K – – –
WAM
27
Wealthspire Advisors (Maryland)
Maryland
$99K +$2.61K +266 +3%
NMC
28
Nine Masts Capital
Hong Kong
$81K +$81K +8,300 New
IA
29
IFP Advisors
Florida
$35K – – –
AG
30
Advisor Group
Arizona
$15K -$39.4K -3,907 -72%
CIBC Private Wealth Group
31
CIBC Private Wealth Group
Georgia
$11K – – –
MWM
32
MinichMacGregor Wealth Management
New York
$10K +$5.79K +627 +138%
Citigroup
33
Citigroup
New York
$9K -$33.1K -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 -$8.23K -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
2