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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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51 hedge funds and large institutions have $55.5M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

13% more funds holding

Funds holding: 45 → 51 (+6)

5% less capital invested

Capital invested by funds: $58.4M → $55.5M (-$2.9M)

Holders
51
Holders Change
+6
Holders Change %
+13.33%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
22
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$2.04M
2
DA
Doliver Advisors
Texas
+$1.03M
3
Cohen & Steers
Cohen & Steers
New York
+$943K
4
NMC
Nine Masts Capital
Hong Kong
+$921K
5
SI
Stephens Inc
Arkansas
+$636K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$6.52M
2
Invesco
Invesco
Georgia
-$559K
3
AAM
Advisors Asset Management
Colorado
-$465K
4
RCG
Ruggie Capital Group
Florida
-$176K
5
CA
Cetera Advisors
Colorado
-$168K
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$264K -$40.8K -3,964 -13%
CBA
27
Coastal Bridge Advisors
Connecticut
$248K +$7.93K +770 +3%
MA
28
Mutual Advisors
Nebraska
$234K +$52.2K +5,064 +26%
CA
29
Cetera Advisors
Colorado
$226K -$168K -16,340 -41%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$189K +$203K +19,712 New
AW
31
ACG Wealth
Georgia
$188K +$4K +388 +2%
CP
32
Camelot Portfolios
Ohio
$180K +$192K +18,683 New
Walleye Trading
33
Walleye Trading
New York
$132K +$141K +13,700 New
CL
34
CPWM LLC
Washington
$126K – – –
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$121K +$19.1K +1,850 +17%
Stifel Financial
36
Stifel Financial
Missouri
$120K -$29.4K -2,852 -19%
WS
37
Wedbush Securities
California
$112K -$5.29K -514 -4%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$106K +$113K +11,000 New
WAM
39
Wealthspire Advisors (Maryland)
Maryland
$103K +$2.98K +289 +3%
AG
40
Advisor Group
Arizona
$74K +$55.8K +5,412 +238%
Citigroup
41
Citigroup
New York
$52K +$25.4K +2,463 +82%
QCIG
42
Quad-Cities Investment Group
Iowa
$21K +$608 +59 +3%
ATC
43
Adirondack Trust Company
New York
$19K +$20.6K +2,001 New
NFG
44
Next Financial Group
Texas
$10K +$10.3K +1,000 New
SWP
45
Stratos Wealth Partners
Ohio
$9K +$9.27K +900 New
WC
46
Whitney & Co
New York
$9K +$10.3K +1,000 New
US Bancorp
47
US Bancorp
Minnesota
$8K – – –
MWM
48
MinichMacGregor Wealth Management
New York
$4K – – –
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$4K – – –
BFEC
50
Benjamin F. Edwards & Company
Missouri
$1K – – –
1
2
3

FPL Hedge Fund Activity: Q3 2018 in Review

51 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) for Q3 2018, worth a combined $55.5M — down 5% from $58.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FPL positions and 7 closed out — a net gain of 6 holders — while 22 added to existing stakes and 11 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $2.04M. The largest seller was Morgan Stanley, cutting an estimated $6.52M.

  • 51 institutional investors held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) as of Q3 2018, up from 45 in Q2 2018.
  • Funds reported $55.5M of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND stock for Q3 2018, down 5% quarter-over-quarter.
  • 13 funds opened new FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND positions in Q3 2018 and 7 closed out, a net change of +6 holders.
  • The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND buyer in Q3 2018 was Wolverine Asset Management, an estimated $2.04M added.
  • The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND seller in Q3 2018 was Morgan Stanley, an estimated $6.52M sold.

Based on aggregated 13F filings for Q3 2018.