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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48 hedge funds and large institutions have $20.2M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
14
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$2.44M
2
APW
2
Aurora Private Wealth
New Jersey
$595K
3
CBA
3
Coastal Bridge Advisors
Connecticut
$1.64M
4
DA
4
Doliver Advisors
Texas
$221K
5
Invesco
5
Invesco
Georgia
$1.1M

Top Sellers

1
KACA
1
Kayne Anderson Capital Advisors
California
$0
2
JWCA
2
J.W. Cole Advisors
Florida
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$4.23M
4
SIA
4
Sit Investment Associates
Minnesota
$228K
5
CA
5
Cambridge Advisors
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
26
Frontier Investment Management
Texas
$123K +$123K +34,185 New
TNB
27
Thomasville National Bank
Georgia
$93K – – –
WS
28
Wedbush Securities
California
$88K -$35.8K -9,888 -29%
TC
29
TownSquare Capital
Utah
$71K +$71K +15,841 New
AWM
30
Adams Wealth Management
Utah
$66K -$22.3K -6,217 -25%
SMC
31
Smith, Moore & Co
Missouri
$63K – – –
HR
32
Hayden Royal
North Carolina
$60.2K +$15.2K +4,210 +34%
OC
33
Oppenheimer & Co
New York
$59K +$59K +16,402 New
CP
34
Camelot Portfolios
Ohio
$57K -$9.39K -2,587 -14%
SFA
35
Sequoia Financial Advisors
Ohio
$56K +$56K +15,500 New
CA
36
Cetera Advisors
Colorado
$50K – – –
CA
37
Clearstead Advisors
Ohio
$49K – – –
Citigroup
38
Citigroup
New York
$47K -$1.59K -440 -3%
LCM
39
Landscape Capital Management
New Jersey
$41K +$41K +11,503 New
ATC
40
Adirondack Trust Company
New York
$31K +$2.26K +630 +8%
Bank of America
41
Bank of America
North Carolina
$23K -$5.86K -1,636 -20%
EWM
42
EPG Wealth Management
Georgia
$22K -$4.02K -1,092 -15%
CMA
43
Cedar Mountain Advisors
Oregon
$6K +$6K +1,689 New
AF
44
Advisornet Financial
Minnesota
$5K +$5K +1,400 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
NFG
47
Next Financial Group
Texas
$1K – – –
CFGS
48
Concourse Financial Group Securities
Alabama
$1K – – –
KACA
49
Kayne Anderson Capital Advisors
California
– -$3.04M -325,400 Closed
JWCA
50
J.W. Cole Advisors
Florida
– -$1.17M -124,833 Closed
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