FPL

FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND
FPL

Overview Fund Activity
Delisted

FPL was delisted on the 3rd of May, 2024.

Back to rankings

44 hedge funds and large institutions have $31.3M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
44
Holders Change
-6
Holders Change %
-12%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
19
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CBA
1
Coastal Bridge Advisors
Connecticut
$7.99M
2
CA
2
CoreCap Advisors
Michigan
$1.22M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.89M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$792K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$209K

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.12M
2
SIA
2
Sit Investment Associates
Minnesota
$124K
3
WAM
3
Wolverine Asset Management
Illinois
$455K
4
ACM
4
Arlington Capital Management
Illinois
$0
5
Lido Advisors
5
Lido Advisors
California
$106K
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
26
Lido Advisors
California
$106K -$130K -22,683 -55%
MFG
27
Merit Financial Group
Georgia
$95K -$6.09K -1,053 -6%
WS
28
Wedbush Securities
California
$82K – – –
OC
29
Oppenheimer & Co
New York
$81K +$580 +100 +0.7%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$59K +$145 +25 +0.2%
TNB
31
Thomasville National Bank
Georgia
$58K – – –
CWC
32
Carolinas Wealth Consulting
North Carolina
$48K – – –
JMF
33
Johnson Midwest Financial
Iowa
$42K – – –
SPIA
34
Steward Partners Investment Advisory
New York
$13K +$7.35K +1,300 +130%
CMA
35
Cedar Mountain Advisors
Oregon
$10K – – –
AAP
36
Arax Advisory Partners
Colorado
$9K – – –
DI
37
Disciplined Investments
Oklahoma
$9K – – –
IA
38
IFP Advisors
Florida
$6K – – –
ZIG
39
Zullo Investment Group
Pennsylvania
$6K – – –
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$3K – – –
GRP
41
Global Retirement Partners
California
$1K +$9 +1 +0.9%
BRWM
42
B. Riley Wealth Management
Tennessee
$338 +$84 +14,500 +33%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$170 +$170 +25,647 New
ACM
44
Arlington Capital Management
Illinois
– -$256K -40,575 Closed
TWM
45
Titus Wealth Management
California
– -$93K -14,700 Closed
Walleye Trading
46
Walleye Trading
New York
– -$77K -12,251 Closed
VF
47
Virtu Financial
New York
– -$64K -10,067 Closed
PFS
48
Prospera Financial Services
Texas
– -$14K -2,150 Closed
MCC
49
Money Concepts Capital
Florida
– -$5K -750 Closed
Fidelity Investments
50
Fidelity Investments
Massachusetts
– -$2K -250 Closed
1
2