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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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55 hedge funds and large institutions have $31.2M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 9 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

17% more funds holding

Funds holding: 47 → 55 (+8)

9% less capital invested

Capital invested by funds: $34.5M → $31.2M (-$3.23M)

55% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 20

Holders
55
Holders Change
+8
Holders Change %
+17.02%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
9
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$908K
2
Ameriprise
Ameriprise
Minnesota
+$274K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$223K
4
Millennium Management
Millennium Management
New York
+$202K
5
WAM
Weiss Asset Management
Massachusetts
+$166K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.54M
2
APW
Aurora Private Wealth
New Jersey
-$558K
3
PAG
Private Advisor Group
New Jersey
-$475K
4
UBS Group
UBS Group
Switzerland
-$428K
5
SKK
Shepherd Kaplan Krochuk
Massachusetts
-$319K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$124K -$100K -17,877 -44%
NA
27
Nottingham Advisors
New York
$115K – – –
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$114K +$118K +20,947 New
Walleye Trading
29
Walleye Trading
New York
$102K +$105K +18,640 New
RPCONE
30
Retirement Planning Company of New England
Rhode Island
$97K +$101K +17,891 New
MFG
31
Merit Financial Group
Georgia
$96K – – –
TWM
32
Titus Wealth Management
California
$90K -$15.7K -2,800 -15%
WS
33
Wedbush Securities
California
$78K -$4.95K -880 -6%
OC
34
Oppenheimer & Co
New York
$75K +$596 +106 +0.8%
Walleye Capital
35
Walleye Capital
New York
$75K +$76.7K +13,650 New
CP
36
Camelot Portfolios
Ohio
$75K +$76.9K +13,676 New
UBS Group
37
UBS Group
Switzerland
$68K -$428K -76,179 -86%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$56K -$15.9K -2,824 -22%
JWCA
39
J.W. Cole Advisors
Florida
$55K -$66.6K -11,855 -54%
TNB
40
Thomasville National Bank
Georgia
$55K – – –
Nomura Holdings
41
Nomura Holdings
Japan
$55K +$56.2K +10,000 New
CWC
42
Carolinas Wealth Consulting
North Carolina
$45K – – –
JMF
43
Johnson Midwest Financial
Iowa
$39K – – –
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$14K +$14.1K +2,500 New
CMA
45
Cedar Mountain Advisors
Oregon
$9K – – –
AF
46
Advisornet Financial
Minnesota
$8K – – –
AAP
47
Arax Advisory Partners
Colorado
$8K +$8.43K +1,500 New
ATC
48
Adirondack Trust Company
New York
$7K – – –
ZIG
49
Zullo Investment Group
Pennsylvania
$5K +$5.62K +1,000 New
TRCT
50
Tower Research Capital (TRC)
New York
$4K +$3.82K +680 New
1
2
3

FPL Hedge Fund Activity: Q4 2021 in Review

55 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) for Q4 2021, worth a combined $31.2M — down 9.4% from $34.5M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FPL positions and 9 closed out — a net gain of 8 holders — while 9 added to existing stakes and 20 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $908K. The largest seller was Morgan Stanley, cutting an estimated $1.54M.

  • 55 institutional investors held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) as of Q4 2021, up from 47 in Q3 2021.
  • Funds reported $31.2M of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND stock for Q4 2021, down 9.4% quarter-over-quarter.
  • 17 funds opened new FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND positions in Q4 2021 and 9 closed out, a net change of +8 holders.
  • The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND buyer in Q4 2021 was Wolverine Asset Management, an estimated $908K added.
  • The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND seller in Q4 2021 was Morgan Stanley, an estimated $1.54M sold.

Based on aggregated 13F filings for Q4 2021.