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

47 hedge funds and large institutions have $40.5M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

11% more capital invested

Capital invested by funds: $36.5M → $40.5M (+$4M)

6% less funds holding

Funds holding: 50 → 47 (-3)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
47
Holders Change
-3
Holders Change %
-6%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
17
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$1.99M
2
Invesco
Invesco
Georgia
+$363K
3
CBA
Coastal Bridge Advisors
Connecticut
+$274K
4
AAM
Advisors Asset Management
Colorado
+$181K
5
Lido Advisors
Lido Advisors
California
+$119K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$561K
2
Osaic Holdings
Osaic Holdings
Arizona
-$259K
3
AWA
Arete Wealth Advisors
Illinois
-$222K
4
CIA
Capital Investment Advisors
Georgia
-$154K
5
Stifel Financial
Stifel Financial
Missouri
-$138K
Name Holding Trade Value Shares
Change 		Change in
Stake
PVI
26
Pine Valley Investments
New Jersey
$136K +$202 +34 +0.2%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$133K -$32.8K -5,526 -20%
SIA
28
Sit Investment Associates
Minnesota
$129K – – –
Lido Advisors
29
Lido Advisors
California
$120K +$119K +20,000 New
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$115K +$8.36K +1,408 +8%
MFG
31
Merit Financial Group
Georgia
$98.9K – – –
WS
32
Wedbush Securities
California
$93K – – –
NAS
33
NWF Advisory Services
California
$83.1K – – –
GSC
34
Grey Street Capital
Illinois
$82.6K – – –
PA
35
Pinnacle Associates
New York
$82.1K +$1.01K +170 +1%
PWMAG
36
Pinnacle Wealth Management Advisory Group
New Jersey
$82.1K +$1.01K +170 +1%
AWS
37
Atria Wealth Solutions
New York
$69.9K +$255 +43 +0.4%
NA
38
Nottingham Advisors
New York
$66.2K – – –
RJFSA
39
Raymond James Financial Services Advisors
Florida
$62.1K +$166 +28 +0.3%
TNB
40
Thomasville National Bank
Georgia
$60.2K – – –
CWC
41
Carolinas Wealth Consulting
North Carolina
$50K – – –
JMF
42
Johnson Midwest Financial
Iowa
$43.3K – – –
SPIA
43
Steward Partners Investment Advisory
New York
$14K – – –
BFEC
44
Benjamin F. Edwards & Company
Missouri
$13K – – –
CMA
45
Cedar Mountain Advisors
Oregon
$10.2K – – –
AF
46
Allworth Financial
California
$9.1K +$160 +27 +2%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$2.71K – – –
CIA
48
Capital Investment Advisors
Georgia
– -$154K -25,828 Closed
Stifel Financial
49
Stifel Financial
Missouri
– -$138K -23,081 Closed
AWA
50
Arete Wealth Advisors
Illinois
– -$222K -5,435 Closed
1
2
3

FPL Hedge Fund Activity: Q2 2023 in Review

47 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) for Q2 2023, worth a combined $40.5M — up 11% from $36.5M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FPL and 3 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 17 added.

The largest buyer was Saba Capital Management, adding an estimated $1.99M. The largest seller was LPL Financial, cutting an estimated $561K.

  • 47 institutional investors held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) as of Q2 2023, down from 50 in Q1 2023.
  • Funds reported $40.5M of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND stock for Q2 2023, up 11% quarter-over-quarter.
  • 3 funds opened new FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND positions in Q2 2023 and 5 closed out, a net change of -2 holders.
  • The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND buyer in Q2 2023 was Saba Capital Management, an estimated $1.99M added.
  • The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND seller in Q2 2023 was LPL Financial, an estimated $561K sold.

Based on aggregated 13F filings for Q2 2023.