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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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
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

1
AG
Advisor Group
Arizona
$2.23M
2
Truist Financial
Truist Financial
North Carolina
$1.27M
3
Invesco
Invesco
Georgia
$2.37M
4
Morgan Stanley
Morgan Stanley
New York
$13M
5
KACA
Kayne Anderson Capital Advisors
California
$3.04M

Top Sellers

1
HHAM
HITE Hedge Asset Management
Massachusetts
$0
2
Wells Fargo
Wells Fargo
California
$3.23M
3
SIA
Sit Investment Associates
Minnesota
$2.58M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$400K
5
CIA
Capital Investment Advisors
Georgia
$796K
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$327K -$1.06K -114 -0.3%
WS
27
Wedbush Securities
California
$319K +$113K +12,160 +55%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$316K +$316K +33,935 New
MIG
29
Mariner Investment Group
New York
$275K +$275K +29,500 New
AWM
30
Adams Wealth Management
Utah
$230K +$230K +24,653 New
CP
31
Camelot Portfolios
Ohio
$171K -$2.22K -237 -1%
SMC
32
Smith, Moore & Co
Missouri
$162K – – –
LC
33
Lindbrook Capital
California
$154K -$35.6K -3,810 -19%
Deutsche Bank
34
Deutsche Bank
Germany
$149K +$148K +15,895 +15,895%
CA
35
Cetera Advisors
Colorado
$128K -$69.7K -7,500 -35%
CA
36
Clearstead Advisors
Ohio
$127K – – –
Citigroup
37
Citigroup
New York
$125K +$27.2K +2,930 +28%
HR
38
Hayden Royal
North Carolina
$115K +$115K +12,500 New
B
39
Bailard
California
$103K +$103K +11,025 New
FIA
40
FNY Investment Advisers
New York
$103K +$103K +11,059 New
TNB
41
Thomasville National Bank
Georgia
$93K – – –
Bank of America
42
Bank of America
North Carolina
$75K -$17.1K -1,842 -19%
ATC
43
Adirondack Trust Company
New York
$72K +$39.9K +4,444 +124%
EWM
44
EPG Wealth Management
Georgia
$66K +$66K +7,076 New
SIC
45
Samalin Investment Counsel
New York
$53K +$53K +5,700 New
TRCT
46
Tower Research Capital (TRC)
New York
$24K +$24K +2,600 New
NFG
47
Next Financial Group
Texas
$4K -$10.1K -1,012 -72%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$4K – – –
CFGS
49
Concourse Financial Group Securities
Alabama
$3K +$3K +300 New
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
1
2
3