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

43 hedge funds and large institutions have $30.8M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
6
Increased
12
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CBA
1
Coastal Bridge Advisors
Connecticut
$8.82M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.05M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$332K
4
AAM
4
Advisors Asset Management
Colorado
$2.76M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$944K

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$694K
2
Cohen & Steers
2
Cohen & Steers
New York
$1.79M
3
PAG
3
Private Advisor Group
New Jersey
$915K
4
Walleye Capital
4
Walleye Capital
New York
$105K
5
LPL Financial
5
LPL Financial
California
$960K
Name Holding Trade Value Shares
Change 		Shares
Change %
RPCONE
26
Retirement Planning Company of New England
Rhode Island
$115K +$5.02K +916 +5%
Walleye Capital
27
Walleye Capital
New York
$105K -$175K -31,778 -62%
MFG
28
Merit Financial Group
Georgia
$90K – – –
WS
29
Wedbush Securities
California
$78K – – –
OC
30
Oppenheimer & Co
New York
$66K -$10.4K -1,906 -14%
AWS
31
Atria Wealth Solutions
New York
$62.9K +$62.9K +11,486 New
RJFSA
32
Raymond James Financial Services Advisors
Florida
$56K +$142 +26 +0.3%
TNB
33
Thomasville National Bank
Georgia
$55K – – –
CWC
34
Carolinas Wealth Consulting
North Carolina
$45K – – –
SPIA
35
Steward Partners Investment Advisory
New York
$13K +$107 +19 +0.8%
BFEC
36
Benjamin F. Edwards & Company
Missouri
$12K +$12K +2,100 New
CMA
37
Cedar Mountain Advisors
Oregon
$9K – – –
AF
38
Allworth Financial
California
$8K +$8K +1,439 New
CPFP
39
Clear Perspectives Financial Planning
Ohio
$8K +$8K +1,500 New
IA
40
IFP Advisors
Florida
$6K – – –
ZIG
41
Zullo Investment Group
Pennsylvania
$5K – – –
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
JMF
43
Johnson Midwest Financial
Iowa
$39 – – –
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
– -$170 -25,647 Closed
Lido Advisors
45
Lido Advisors
California
– -$106K -18,497 Closed
AAP
46
Arax Advisory Partners
Colorado
– -$9K -1,500 Closed
DI
47
Disciplined Investments
Oklahoma
– -$9K -1,478 Closed
GRP
48
Global Retirement Partners
California
– -$1K -112 Closed
1
2