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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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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.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

4% less capital invested

Capital invested by funds: $32.7M → $31.3M (-$1.36M)

12% less funds holding

Funds holding: 50 → 44 (-6)

86% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 7

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

Rank Fund Capital Flow
1
CBA
Coastal Bridge Advisors
Connecticut
+$1.67M
2
CA
CoreCap Advisors
Michigan
+$997K
3
Morgan Stanley
Morgan Stanley
New York
+$304K
4
Osaic Holdings
Osaic Holdings
Arizona
+$227K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$159K

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$420K
2
SIA
Sit Investment Associates
Minnesota
-$393K
3
WAM
Wolverine Asset Management
Illinois
-$298K
4
ACM
Arlington Capital Management
Illinois
-$256K
5
Lido Advisors
Lido Advisors
California
-$141K
Name Holding Trade Value Shares
Change 		Change in
Stake
Lido Advisors
26
Lido Advisors
California
$106K -$141K -22,683 -55%
MFG
27
Merit Financial Group
Georgia
$95K -$6.54K -1,053 -6%
WS
28
Wedbush Securities
California
$82K – – –
OC
29
Oppenheimer & Co
New York
$81K +$621 +100 +0.7%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$59K +$155 +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 +$8.07K +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 +$6 +1 +0.9%
BRWM
42
B. Riley Wealth Management
Tennessee
$338 +$90K +14,500 +33%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$170 +$159K +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
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FPL Hedge Fund Activity: Q2 2022 in Review

44 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) for Q2 2022, worth a combined $31.3M — down 4.2% from $32.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of FPL and 1 opened new positions — a net loss of 6 holders — while 12 trimmed existing stakes and 19 added.

The largest buyer was Coastal Bridge Advisors, adding an estimated $1.67M. The largest seller was Cohen & Steers, cutting an estimated $420K.

  • 44 institutional investors held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) as of Q2 2022, down from 50 in Q1 2022.
  • Funds reported $31.3M of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND stock for Q2 2022, down 4.2% quarter-over-quarter.
  • 1 fund opened new FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND positions in Q2 2022 and 7 closed out, a net change of -6 holders.
  • The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND buyer in Q2 2022 was Coastal Bridge Advisors, an estimated $1.67M added.
  • The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND seller in Q2 2022 was Cohen & Steers, an estimated $420K sold.

Based on aggregated 13F filings for Q2 2022.