We are live on ! Find out more
FPL

FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND
FPL

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.

New
Increased
Maintained
Reduced
Closed

736% more capital invested

Capital invested by funds: $30.8M → $257M (+$227M)

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

23% more funds holding

Funds holding: 43 → 53 (+10)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
53
Holders Change
+10
Holders Change %
+23.26%
% of All Funds
0.85%
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

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$2.32M
2
Morgan Stanley
Morgan Stanley
New York
+$341K
3
AAM
Advisors Asset Management
Colorado
+$220K
4
CBA
Coastal Bridge Advisors
Connecticut
+$201K
5
WAM
Wolverine Asset Management
Illinois
+$193K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$774K
2
PAG
Private Advisor Group
New Jersey
-$290K
3
Cohen & Steers
Cohen & Steers
New York
-$252K
4
Bank of America
Bank of America
North Carolina
-$194K
5
Wells Fargo
Wells Fargo
California
-$114K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$159K -$53.6K -9,001 -25%
CIA
27
Capital Investment Advisors
Georgia
$156K -$22.7K -3,807 -13%
Stifel Financial
28
Stifel Financial
Missouri
$141K +$11.2K +1,874 +9%
RPCONE
29
Retirement Planning Company of New England
Rhode Island
$134K +$7.29K +1,224 +6%
SIA
30
Sit Investment Associates
Minnesota
$130K – – –
PA
31
Pinnacle Associates
New York
$114K +$112K +18,790 New
PWMAG
32
Pinnacle Wealth Management Advisory Group
New Jersey
$114K +$112K +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 +$542 +91 +0.8%
DWM
36
Destination Wealth Management
California
$70.7K +$69.5K +11,683 New
AWS
37
Atria Wealth Solutions
New York
$69.7K +$256 +43 +0.4%
NA
38
Nottingham Advisors
New York
$66.5K -$59.5K -10,000 -48%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$62.5K +$655 +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 +$19.9K +3,345 +582%
MCC
44
Money Concepts Capital
Florida
$19.2K +$18.9K +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
$9.07K – – –
AF
49
Allworth Financial
California
$8.81K +$107 +18 +1%
ZIG
50
Zullo Investment Group
Pennsylvania
$6.05K – – –
1
2
3

FPL Hedge Fund Activity: Q4 2022 in Review

53 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) for Q4 2022, worth a combined $257M — up 736% from $30.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FPL positions and 0 closed out — a net gain of 10 holders — while 18 added to existing stakes and 12 trimmed.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $2.32M. The largest seller was LPL Financial, cutting an estimated $774K.

  • 53 institutional investors held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) as of Q4 2022, up from 43 in Q3 2022.
  • Funds reported $257M of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND stock for Q4 2022, up 736% quarter-over-quarter.
  • 10 funds opened new FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND positions in Q4 2022 and 0 closed out, a net change of +10 holders.
  • The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND buyer in Q4 2022 was Saba Capital Management, an estimated $2.32M added.
  • The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND seller in Q4 2022 was LPL Financial, an estimated $774K sold.

Based on aggregated 13F filings for Q4 2022.