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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46 hedge funds and large institutions have $40.4M 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
Holders
46
Holders Change
-3
Holders Change %
-6.12%
% of All Funds
0.73%
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

1
SCM
1
Saba Capital Management
New York
$5.39M
2
Invesco
2
Invesco
Georgia
$368K
3
CBA
3
Coastal Bridge Advisors
Connecticut
$10.3M
4
AAM
4
Advisors Asset Management
Colorado
$3.71M
5
Lido Advisors
5
Lido Advisors
California
$120K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$361K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$740K
3
AWA
3
Arete Wealth Advisors
Illinois
$0
4
CIA
4
Capital Investment Advisors
Georgia
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PVI
26
Pine Valley Investments
New Jersey
$136K +$205 +34 +0.2%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$133K -$33.2K -5,526 -20%
SIA
28
Sit Investment Associates
Minnesota
$129K – – –
Lido Advisors
29
Lido Advisors
California
$120K +$120K +20,000 New
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$115K +$8.48K +1,408 +8%
MFG
31
Merit Financial Group
Georgia
$98.9K – – –
WS
32
Wedbush Securities
California
$93K – – –
GSC
33
Grey Street Capital
Illinois
$82.6K – – –
PWMAG
34
Pinnacle Wealth Management Advisory Group
New Jersey
$82.1K +$1.02K +170 +1%
PA
35
Pinnacle Associates
New York
$82.1K +$1.02K +170 +1%
AWS
36
Atria Wealth Solutions
New York
$69.9K +$259 +43 +0.4%
NA
37
Nottingham Advisors
New York
$66.2K – – –
RJFSA
38
Raymond James Financial Services Advisors
Florida
$62.1K +$169 +28 +0.3%
TNB
39
Thomasville National Bank
Georgia
$60.2K – – –
CWC
40
Carolinas Wealth Consulting
North Carolina
$50K – – –
JMF
41
Johnson Midwest Financial
Iowa
$43.3K – – –
SPIA
42
Steward Partners Investment Advisory
New York
$14K – – –
BFEC
43
Benjamin F. Edwards & Company
Missouri
$13K – – –
CMA
44
Cedar Mountain Advisors
Oregon
$10.2K – – –
AF
45
Allworth Financial
California
$9.1K +$163 +27 +2%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$2.71K – – –
CIA
47
Capital Investment Advisors
Georgia
– -$154K -25,828 Closed
Stifel Financial
48
Stifel Financial
Missouri
– -$138K -23,081 Closed
AWA
49
Arete Wealth Advisors
Illinois
– -$222K -5,435 Closed
BAM
50
Belpointe Asset Management
Nevada
– -$5.98K -1,000 Closed
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