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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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47 hedge funds and large institutions have $34.5M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $33.4M → $34.5M (+$1.06M)

4% less funds holding

Funds holding: 49 → 47 (-2)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

47% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 19

Holders
47
Holders Change
-2
Holders Change %
-4.08%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CBA
Coastal Bridge Advisors
Connecticut
+$2.4M
2
PAG
Private Advisor Group
New Jersey
+$664K
3
QC
Quantedge Capital
Singapore
+$386K
4
Osaic Holdings
Osaic Holdings
Arizona
+$170K
5
TWM
Titus Wealth Management
California
+$110K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$380K
2
GC
Guggenheim Capital
Illinois
-$227K
3
RCM
Rivernorth Capital Management
Florida
-$111K
4
VF
Virtu Financial
New York
-$102K
5
HR
Hayden Royal
North Carolina
-$92K
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWM
26
B. Riley Wealth Management
Tennessee
$148K -$28.6K -5,000 -16%
JWCA
27
J.W. Cole Advisors
Florida
$124K -$8K -1,400 -6%
NA
28
Nottingham Advisors
New York
$119K – – –
TWM
29
Titus Wealth Management
California
$108K +$110K +19,200 New
MFG
30
Merit Financial Group
Georgia
$99K – – –
WS
31
Wedbush Securities
California
$86K +$51 +9 +0.1%
OC
32
Oppenheimer & Co
New York
$78K +$600 +105 +0.8%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$74K -$6.42K -1,124 -8%
TSS
34
Two Sigma Securities
New York
$69K +$69K +12,080 New
TNB
35
Thomasville National Bank
Georgia
$57K – – –
CWC
36
Carolinas Wealth Consulting
North Carolina
$47K – – –
JMF
37
Johnson Midwest Financial
Iowa
$41K – – –
CFGS
38
Concourse Financial Group Securities
Alabama
$16K +$14.3K +2,500 +833%
CMA
39
Cedar Mountain Advisors
Oregon
$10K – – –
LC
40
Lindbrook Capital
California
$10K +$189 +33 +2%
AF
41
Advisornet Financial
Minnesota
$8K – – –
ATC
42
Adirondack Trust Company
New York
$7K – – –
NFG
43
Next Financial Group
Texas
$4K +$3.71K +649 New
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$3K -$286 -50 -10%
HI
45
Harbour Investments
Wisconsin
$3K +$6 +1 +0.2%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$2K +$2.29K +400 New
VF
47
Virtu Financial
New York
– -$102K -17,218 Closed
HR
48
Hayden Royal
North Carolina
– -$92K -15,489 Closed
CP
49
Camelot Portfolios
Ohio
– -$80K -13,522 Closed
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
– -$61K -10,401 Closed
1
2
3

FPL Hedge Fund Activity: Q3 2021 in Review

47 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) for Q3 2021, worth a combined $34.5M — up 3.2% from $33.4M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of FPL and 5 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 10 added.

The largest buyer was Coastal Bridge Advisors, adding an estimated $2.4M. The largest seller was Morgan Stanley, cutting an estimated $380K.

  • 47 institutional investors held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) as of Q3 2021, down from 49 in Q2 2021.
  • Funds reported $34.5M of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND stock for Q3 2021, up 3.2% quarter-over-quarter.
  • 5 funds opened new FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND positions in Q3 2021 and 6 closed out, a net change of -1 holder.
  • The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND buyer in Q3 2021 was Coastal Bridge Advisors, an estimated $2.4M added.
  • The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND seller in Q3 2021 was Morgan Stanley, an estimated $380K sold.

Based on aggregated 13F filings for Q3 2021.