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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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46 hedge funds and large institutions have $32.4M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $31.2M → $32.4M (+$1.13M)

12% less funds holding

Funds holding: 52 → 46 (-6)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
46
Holders Change
-6
Holders Change %
-11.54%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.13M
2
Ameriprise
Ameriprise
Minnesota
+$243K
3
AAM
Advisors Asset Management
Colorado
+$241K
4
RJA
Raymond James & Associates
Florida
+$152K
5
MFG
Merit Financial Group
Georgia
+$85.5K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$1.83M
2
CBA
Coastal Bridge Advisors
Connecticut
-$1.46M
3
QC
Quantedge Capital
Singapore
-$849K
4
WAM
Wolverine Asset Management
Illinois
-$654K
5
CRC
Curi RMB Capital
Illinois
-$620K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$99K +$39 +8 +0%
MFG
27
Merit Financial Group
Georgia
$93K +$85.5K +17,474 New
HR
28
Hayden Royal
North Carolina
$82K +$54 +11 +0.1%
WS
29
Wedbush Securities
California
$80K -$4.84K -990 -6%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$79K -$17.5K -3,572 -19%
CP
31
Camelot Portfolios
Ohio
$74K +$15.2K +3,098 +29%
OC
32
Oppenheimer & Co
New York
$72K +$548 +112 +0.8%
NA
33
Nottingham Advisors
New York
$59K +$53.8K +11,000 New
CWC
34
Carolinas Wealth Consulting
North Carolina
$44K – – –
JMF
35
Johnson Midwest Financial
Iowa
$38K – – –
TNB
36
Thomasville National Bank
Georgia
$36K – – –
IAIM
37
International Assets Investment Management
Florida
$11K – – –
CMA
38
Cedar Mountain Advisors
Oregon
$9K – – –
ATC
39
Adirondack Trust Company
New York
$7K – – –
AF
40
Advisornet Financial
Minnesota
$7K – – –
FIA
41
FNY Investment Advisers
New York
$6K +$5.99K +1,225 New
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$2K -$328 -67 -13%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
CFGS
44
Concourse Financial Group Securities
Alabama
$2K – – –
SFS
45
Sowell Financial Services
Arkansas
$2K +$1.32K +271 New
HI
46
Harbour Investments
Wisconsin
$2K +$2.21K +451 New
WAM
47
Wolverine Asset Management
Illinois
– -$654K -153,169 Closed
CRC
48
Curi RMB Capital
Illinois
– -$620K -145,172 Closed
OFG
49
OTA Financial Group
New York
– -$511K -119,786 Closed
Walleye Capital
50
Walleye Capital
New York
– -$286 -66,992 Closed
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FPL Hedge Fund Activity: Q1 2021 in Review

46 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) for Q1 2021, worth a combined $32.4M — up 3.6% from $31.2M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of FPL and 5 opened new positions — a net loss of 6 holders — while 17 trimmed existing stakes and 14 added.

The largest buyer was Morgan Stanley, adding an estimated $1.13M. The largest seller was Rivernorth Capital Management, cutting an estimated $1.83M.

  • 46 institutional investors held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) as of Q1 2021, down from 52 in Q4 2020.
  • Funds reported $32.4M of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND stock for Q1 2021, up 3.6% quarter-over-quarter.
  • 5 funds opened new FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND positions in Q1 2021 and 11 closed out, a net change of -6 holders.
  • The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND buyer in Q1 2021 was Morgan Stanley, an estimated $1.13M added.
  • The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND seller in Q1 2021 was Rivernorth Capital Management, an estimated $1.83M sold.

Based on aggregated 13F filings for Q1 2021.