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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 $33.4M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

7% more funds holding

Funds holding: 46 → 49 (+3)

3% more capital invested

Capital invested by funds: $32.4M → $33.4M (+$1.05M)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
14
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
+$319K
2
ACM
Arlington Capital Management
Illinois
+$206K
3
RJA
Raymond James & Associates
Florida
+$103K
4
VF
Virtu Financial
New York
+$98.2K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$59.3K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$934K
2
QC
Quantedge Capital
Singapore
-$884K
3
Wells Fargo
Wells Fargo
California
-$636K
4
GC
Guggenheim Capital
Illinois
-$160K
5
Invesco
Invesco
Georgia
-$153K
Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
26
J.W. Cole Advisors
Florida
$138K -$5.43K -953 -4%
NA
27
Nottingham Advisors
New York
$124K +$57K +10,000 +91%
MFG
28
Merit Financial Group
Georgia
$103K – – –
VF
29
Virtu Financial
New York
$102K +$98.2K +17,218 New
HR
30
Hayden Royal
North Carolina
$92K +$68 +12 +0.1%
WS
31
Wedbush Securities
California
$89K +$51 +9 +0.1%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$83K -$3.85K -675 -5%
CP
33
Camelot Portfolios
Ohio
$80K -$2.32K -407 -3%
OC
34
Oppenheimer & Co
New York
$80K +$570 +100 +0.7%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$61K +$59.3K +10,401 New
TNB
36
Thomasville National Bank
Georgia
$59K – – –
CWC
37
Carolinas Wealth Consulting
North Carolina
$49K – – –
FIA
38
FNY Investment Advisers
New York
$46K +$37.4K +6,560 +536%
JMF
39
Johnson Midwest Financial
Iowa
$43K – – –
CMA
40
Cedar Mountain Advisors
Oregon
$10K – – –
LC
41
Lindbrook Capital
California
$10K +$9.7K +1,700 New
AF
42
Advisornet Financial
Minnesota
$8K – – –
ATC
43
Adirondack Trust Company
New York
$7K – – –
HI
44
Harbour Investments
Wisconsin
$3K +$74 +13 +3%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$3K +$285 +50 +11%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
CFGS
47
Concourse Financial Group Securities
Alabama
$2K – – –
QC
48
Quantedge Capital
Singapore
– -$884K -165,822 Closed
IAIM
49
International Assets Investment Management
Florida
– -$11K -2,500 Closed
SFS
50
Sowell Financial Services
Arkansas
– -$2K -271 Closed
1
2
3

FPL Hedge Fund Activity: Q2 2021 in Review

49 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) for Q2 2021, worth a combined $33.4M — up 3.2% from $32.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FPL positions and 3 closed out — a net gain of 3 holders — while 14 added to existing stakes and 15 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $319K. The largest seller was Rivernorth Capital Management, cutting an estimated $934K.

  • 49 institutional investors held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) as of Q2 2021, up from 46 in Q1 2021.
  • Funds reported $33.4M of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND stock for Q2 2021, up 3.2% quarter-over-quarter.
  • 6 funds opened new FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND positions in Q2 2021 and 3 closed out, a net change of +3 holders.
  • The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND buyer in Q2 2021 was Private Advisor Group, an estimated $319K added.
  • The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND seller in Q2 2021 was Rivernorth Capital Management, an estimated $934K sold.

Based on aggregated 13F filings for Q2 2021.