FPL

FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND
FPL

Overview Fund Activity
Delisted

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

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49 hedge funds and large institutions have $36.4M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-4
Holders Change %
-7.55%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
15
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$3.35M
2
LPL Financial
2
LPL Financial
California
$923K
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$565K
4
SIA
4
Schechter Investment Advisors
Michigan
$293K
5
AAM
5
Advisors Asset Management
Colorado
$3.5M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.47M
2
ACM
2
Arlington Capital Management
Illinois
$0
3
WAM
3
Wolverine Asset Management
Illinois
$486K
4
AC
4
Almitas Capital
California
$0
5
Walleye Capital
5
Walleye Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PVI
26
Pine Valley Investments
New Jersey
$133K +$133K +22,501 New
SIA
27
Sit Investment Associates
Minnesota
$129K – – –
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$105K +$105K +17,633 New
OC
29
Oppenheimer & Co
New York
$103K +$30.4K +5,090 +42%
MFG
30
Merit Financial Group
Georgia
$98.2K – – –
WS
31
Wedbush Securities
California
$92K +$7.17K +1,200 +8%
GSC
32
Grey Street Capital
Illinois
$82.1K +$82.1K +13,729 New
PWMAG
33
Pinnacle Wealth Management Advisory Group
New Jersey
$80.6K -$31.8K -5,315 -28%
PA
34
Pinnacle Associates
New York
$80.6K -$31.8K -5,315 -28%
AWS
35
Atria Wealth Solutions
New York
$69.2K +$245 +41 +0.4%
NA
36
Nottingham Advisors
New York
$65.8K – – –
RJFSA
37
Raymond James Financial Services Advisors
Florida
$61.5K -$335 -56 -0.5%
TNB
38
Thomasville National Bank
Georgia
$59.8K – – –
CWC
39
Carolinas Wealth Consulting
North Carolina
$49.6K – – –
JMF
40
Johnson Midwest Financial
Iowa
$43.1K – – –
SPIA
41
Steward Partners Investment Advisory
New York
$13.9K – – –
BFEC
42
Benjamin F. Edwards & Company
Missouri
$13K – – –
CMA
43
Cedar Mountain Advisors
Oregon
$10.1K – – –
CPFP
44
Clear Perspectives Financial Planning
Ohio
$8.97K – – –
AF
45
Allworth Financial
California
$8.87K +$161 +27 +2%
BAM
46
Belpointe Asset Management
Nevada
$5.98K – – –
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$2.69K – – –
AssetMark Inc
48
AssetMark Inc
California
$2.09K +$2.09K +350 New
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$143 -$47 -7,823 -25%
ACM
50
Arlington Capital Management
Illinois
– -$189K -31,192 Closed
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