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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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50 hedge funds and large institutions have $56.1M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

16% more funds holding

Funds holding: 43 → 50 (+7)

15% more capital invested

Capital invested by funds: $49M → $56.1M (+$7.12M)

Holders
50
Holders Change
+7
Holders Change %
+16.28%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
18
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AG
Advisor Group
Arizona
+$1.25M
2
Truist Financial
Truist Financial
North Carolina
+$1.18M
3
Invesco
Invesco
Georgia
+$1.18M
4
Morgan Stanley
Morgan Stanley
New York
+$678K
5
KACA
Kayne Anderson Capital Advisors
California
+$610K

Top Sellers

Rank Fund Capital Flow
1
HHAM
HITE Hedge Asset Management
Massachusetts
-$1.9M
2
Wells Fargo
Wells Fargo
California
-$398K
3
SIA
Sit Investment Associates
Minnesota
-$208K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$95.8K
5
CIA
Capital Investment Advisors
Georgia
-$72.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$327K -$993 -114 -0.3%
WS
27
Wedbush Securities
California
$319K +$106K +12,160 +55%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$316K +$296K +33,935 New
MIG
29
Mariner Investment Group
New York
$275K +$257K +29,500 New
AWM
30
Adams Wealth Management
Utah
$230K +$215K +24,653 New
CP
31
Camelot Portfolios
Ohio
$171K -$2.06K -237 -1%
SMC
32
Smith, Moore & Co
Missouri
$162K – – –
LC
33
Lindbrook Capital
California
$154K -$33.2K -3,810 -19%
Deutsche Bank
34
Deutsche Bank
Germany
$149K +$138K +15,895 +15,895%
CA
35
Cetera Advisors
Colorado
$128K -$65.3K -7,500 -35%
CA
36
Clearstead Advisors
Ohio
$127K – – –
Citigroup
37
Citigroup
New York
$125K +$25.5K +2,930 +28%
HR
38
Hayden Royal
North Carolina
$115K +$109K +12,500 New
B
39
Bailard
California
$103K +$96.1K +11,025 New
FIA
40
FNY Investment Advisers
New York
$103K +$96.4K +11,059 New
TNB
41
Thomasville National Bank
Georgia
$93K – – –
Bank of America
42
Bank of America
North Carolina
$75K -$16K -1,842 -19%
ATC
43
Adirondack Trust Company
New York
$72K +$38.7K +4,444 +124%
EWM
44
EPG Wealth Management
Georgia
$66K +$61.7K +7,076 New
SIC
45
Samalin Investment Counsel
New York
$53K +$49.7K +5,700 New
TRCT
46
Tower Research Capital (TRC)
New York
$24K +$22.7K +2,600 New
NFG
47
Next Financial Group
Texas
$4K -$8.82K -1,012 -72%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$4K – – –
CFGS
49
Concourse Financial Group Securities
Alabama
$3K +$2.61K +300 New
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
1
2
3

FPL Hedge Fund Activity: Q4 2019 in Review

50 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) for Q4 2019, worth a combined $56.1M — up 15% from $49M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FPL positions and 5 closed out — a net gain of 8 holders — while 18 added to existing stakes and 14 trimmed.

The largest buyer was Advisor Group, adding an estimated $1.25M. The largest seller was HITE Hedge Asset Management, exiting entirely with an estimated $1.9M sold.

  • 50 institutional investors held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) as of Q4 2019, up from 43 in Q3 2019.
  • Funds reported $56.1M of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND stock for Q4 2019, up 15% quarter-over-quarter.
  • 13 funds opened new FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND positions in Q4 2019 and 5 closed out, a net change of +8 holders.
  • The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND buyer in Q4 2019 was Advisor Group, an estimated $1.25M added.
  • The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND seller in Q4 2019 was HITE Hedge Asset Management, an estimated $1.9M sold.

Based on aggregated 13F filings for Q4 2019.