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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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50 hedge funds and large institutions have $32.7M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $31.2M → $32.7M (+$1.43M)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

9% less funds holding

Funds holding: 55 → 50 (-5)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
50
Holders Change
-5
Holders Change %
-9.09%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
15
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
+$423K
2
Walleye Capital
Walleye Capital
New York
+$275K
3
Lido Advisors
Lido Advisors
California
+$246K
4
CBA
Coastal Bridge Advisors
Connecticut
+$206K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$72.8K

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$1.12M
2
AAM
Advisors Asset Management
Colorado
-$1M
3
Morgan Stanley
Morgan Stanley
New York
-$888K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$217K
5
WAM
Wolverine Asset Management
Illinois
-$208K
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
26
Nottingham Advisors
New York
$133K – – –
RPCONE
27
Retirement Planning Company of New England
Rhode Island
$116K +$3.19K +534 +3%
MFG
28
Merit Financial Group
Georgia
$110K – – –
TWM
29
Titus Wealth Management
California
$93K -$10.2K -1,700 -10%
WS
30
Wedbush Securities
California
$90K – – –
OC
31
Oppenheimer & Co
New York
$88K +$621 +104 +0.8%
Walleye Trading
32
Walleye Trading
New York
$77K -$38.2K -6,389 -34%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$77K +$72.8K +12,184 New
RJFSA
34
Raymond James Financial Services Advisors
Florida
$64K +$155 +26 +0.3%
VF
35
Virtu Financial
New York
$64K +$60.1K +10,067 New
TNB
36
Thomasville National Bank
Georgia
$63K – – –
CWC
37
Carolinas Wealth Consulting
North Carolina
$52K – – –
JMF
38
Johnson Midwest Financial
Iowa
$45K – – –
PFS
39
Prospera Financial Services
Texas
$14K +$12.8K +2,150 New
CMA
40
Cedar Mountain Advisors
Oregon
$11K – – –
AAP
41
Arax Advisory Partners
Colorado
$9K – – –
DI
42
Disciplined Investments
Oklahoma
$9K +$8.83K +1,478 New
SPIA
43
Steward Partners Investment Advisory
New York
$6K -$132K -22,105 -96%
ZIG
44
Zullo Investment Group
Pennsylvania
$6K – – –
IA
45
IFP Advisors
Florida
$6K +$3.44K +575 New
MCC
46
Money Concepts Capital
Florida
$5K +$4.48K +750 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$3K – – –
Fidelity Investments
48
Fidelity Investments
Massachusetts
$2K +$1.48K +247 +8,233%
GRP
49
Global Retirement Partners
California
$1K +$663 +111 New
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
– -$217K -39,705 Closed
1
2
3

FPL Hedge Fund Activity: Q1 2022 in Review

50 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) for Q1 2022, worth a combined $32.7M — up 4.6% from $31.2M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of FPL and 8 opened new positions — a net loss of 5 holders — while 15 trimmed existing stakes and 15 added.

The largest buyer was Private Advisor Group, adding an estimated $423K. The largest seller was Cohen & Steers, cutting an estimated $1.12M.

  • 50 institutional investors held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) as of Q1 2022, down from 55 in Q4 2021.
  • Funds reported $32.7M of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND stock for Q1 2022, up 4.6% quarter-over-quarter.
  • 8 funds opened new FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND positions in Q1 2022 and 13 closed out, a net change of -5 holders.
  • The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND buyer in Q1 2022 was Private Advisor Group, an estimated $423K added.
  • The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND seller in Q1 2022 was Cohen & Steers, an estimated $1.12M sold.

Based on aggregated 13F filings for Q1 2022.