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

53 hedge funds and large institutions have $257M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 0 closing their positions.

Holders
53
Holders Change
+10
Holders Change %
+23.26%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
18
Reduced
12
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$221M
2
SCM
2
Saba Capital Management
New York
$2.36M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.02M
4
AAM
4
Advisors Asset Management
Colorado
$3.27M
5
CBA
5
Coastal Bridge Advisors
Connecticut
$9.94M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$273K
2
PAG
2
Private Advisor Group
New Jersey
$711K
3
Cohen & Steers
3
Cohen & Steers
New York
$1.72M
4
Bank of America
4
Bank of America
North Carolina
$1.86K
5
Wells Fargo
5
Wells Fargo
California
$287K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$159K -$54.3K -9,001 -25%
CIA
27
Capital Investment Advisors
Georgia
$156K -$23.1K -3,807 -13%
Stifel Financial
28
Stifel Financial
Missouri
$141K +$11.3K +1,874 +9%
RPCONE
29
Retirement Planning Company of New England
Rhode Island
$134K +$7.41K +1,224 +6%
SIA
30
Sit Investment Associates
Minnesota
$130K – – –
PWMAG
31
Pinnacle Wealth Management Advisory Group
New Jersey
$114K +$114K +18,790 New
PA
32
Pinnacle Associates
New York
$114K +$114K +18,790 New
MFG
33
Merit Financial Group
Georgia
$99.3K – – –
WS
34
Wedbush Securities
California
$86K – – –
OC
35
Oppenheimer & Co
New York
$73.5K +$551 +91 +0.8%
DWM
36
Destination Wealth Management
California
$70.7K +$70.7K +11,683 New
AWS
37
Atria Wealth Solutions
New York
$69.7K +$260 +43 +0.4%
NA
38
Nottingham Advisors
New York
$66.6K -$60.5K -10,000 -48%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$62.5K +$666 +110 +1%
TNB
40
Thomasville National Bank
Georgia
$61K – – –
CWC
41
Carolinas Wealth Consulting
North Carolina
$50.2K – – –
JMF
42
Johnson Midwest Financial
Iowa
$44K – – –
IA
43
IFP Advisors
Florida
$41K +$35K +3,345 +582%
MCC
44
Money Concepts Capital
Florida
$19.2K +$19.2K +3,167 New
SPIA
45
Steward Partners Investment Advisory
New York
$14K – – –
BFEC
46
Benjamin F. Edwards & Company
Missouri
$13K – – –
CMA
47
Cedar Mountain Advisors
Oregon
$10.2K – – –
CPFP
48
Clear Perspectives Financial Planning
Ohio
$9.08K – – –
AF
49
Allworth Financial
California
$8.81K +$109 +18 +1%
ZIG
50
Zullo Investment Group
Pennsylvania
$6.05K – – –
1
2
3