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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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49 hedge funds and large institutions have $26M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

7% more funds holding

Funds holding: 46 → 49 (+3)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

2% less capital invested

Capital invested by funds: $26.4M → $26M (-$402K)

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
15
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$1.49M
2
CBA
Coastal Bridge Advisors
Connecticut
+$1.4M
3
CRC
Curi RMB Capital
Illinois
+$843K
4
Morgan Stanley
Morgan Stanley
New York
+$741K
5
6M
6 Meridian
Kansas
+$625K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$665K
2
AAM
Advisors Asset Management
Colorado
-$621K
3
MCM
Manchester Capital Management
Vermont
-$496K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$178K
5
RJA
Raymond James & Associates
Florida
-$94.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
Adams Wealth Management
Utah
$117K -$80K -20,101 -38%
JWCA
27
J.W. Cole Advisors
Florida
$115K +$3.06K +770 +2%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$104K -$10.6K -2,666 -8%
WS
29
Wedbush Securities
California
$62K -$24K -6,038 -26%
HR
30
Hayden Royal
North Carolina
$57K +$111 +28 +0.2%
LCM
31
Landscape Capital Management
New Jersey
$56K – – –
OC
32
Oppenheimer & Co
New York
$51K +$4.91K +1,234 +9%
CA
33
Cetera Advisors
Colorado
$47K – – –
Bank of America
34
Bank of America
North Carolina
$43K +$5.82K +1,462 +14%
CP
35
Camelot Portfolios
Ohio
$39K -$11.8K -2,973 -22%
SIC
36
Samalin Investment Counsel
New York
$39K +$42.6K +10,700 New
TNB
37
Thomasville National Bank
Georgia
$36K – – –
CWC
38
Carolinas Wealth Consulting
North Carolina
$30K +$33K +8,298 New
ATC
39
Adirondack Trust Company
New York
$16K -$2.35K -590 -12%
WAM
40
Wolverine Asset Management
Illinois
$10K +$11.1K +2,791 New
FFA
41
Founders Financial Alliance
North Carolina
$9K +$9.16K +2,300 New
CMA
42
Cedar Mountain Advisors
Oregon
$6K – – –
AF
43
Advisornet Financial
Minnesota
$5K – – –
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
CPW
46
Catalyst Private Wealth
California
$2K +$2.34K +588 New
CFGS
47
Concourse Financial Group Securities
Alabama
$1K – – –
NFG
48
Next Financial Group
Texas
$1K +$1.59K +400 New
Millennium Management
49
Millennium Management
New York
$161 +$178K +44,600 New
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
– -$178K -41,419 Closed
1
2
3

FPL Hedge Fund Activity: Q3 2020 in Review

49 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) for Q3 2020, worth a combined $26M — down 1.5% from $26.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FPL positions and 8 closed out — a net gain of 3 holders — while 15 added to existing stakes and 14 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $1.49M. The largest seller was Wells Fargo, cutting an estimated $665K.

  • 49 institutional investors held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) as of Q3 2020, up from 46 in Q2 2020.
  • Funds reported $26M of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND stock for Q3 2020, down 1.5% quarter-over-quarter.
  • 11 funds opened new FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND positions in Q3 2020 and 8 closed out, a net change of +3 holders.
  • The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND buyer in Q3 2020 was Rivernorth Capital Management, an estimated $1.49M added.
  • The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND seller in Q3 2020 was Wells Fargo, an estimated $665K sold.

Based on aggregated 13F filings for Q3 2020.