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FPL

FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND
FPL

Delisted

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

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55 hedge funds and large institutions have $50.2M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

24% more capital invested

Capital invested by funds: $40.5M → $50.2M (+$9.73M)

17% more funds holding

Funds holding: 47 → 55 (+8)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

Holders
55
Holders Change
+8
Holders Change %
+17.02%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
17
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$6.73M
2
AAM
Advisors Asset Management
Colorado
+$494K
3
Osaic Holdings
Osaic Holdings
Arizona
+$463K
4
AFG
Atomi Financial Group
New York
+$301K
5
KACA
Kayne Anderson Capital Advisors
California
+$287K

Top Sellers

Rank Fund Capital Flow
1
CA
CoreCap Advisors
Michigan
-$372K
2
Morgan Stanley
Morgan Stanley
New York
-$180K
3
QC
Quantedge Capital
Singapore
-$167K
4
LPL Financial
LPL Financial
California
-$122K
5
Lido Advisors
Lido Advisors
California
-$120K
Name Holding Trade Value Shares
Change 		Change in
Stake
RPCONE
26
Retirement Planning Company of New England
Rhode Island
$146K -$5.9K -939 -4%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$145K +$25.8K +4,101 +22%
PVI
28
Pine Valley Investments
New Jersey
$142K +$629 +100 +0.4%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$140K +$1.62K +258 +1%
SIA
30
Sit Investment Associates
Minnesota
$135K – – –
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$131K -$16.7K -2,659 -11%
WS
32
Wedbush Securities
California
$110K +$13.8K +2,200 +14%
OC
33
Oppenheimer & Co
New York
$99.7K -$52.9K -8,409 -35%
UBS Group
34
UBS Group
Switzerland
$99K -$60.3K -9,593 -38%
PA
35
Pinnacle Associates
New York
$86.4K +$1.03K +164 +1%
PWMAG
36
Pinnacle Wealth Management Advisory Group
New Jersey
$86.4K +$1.03K +164 +1%
NAS
37
NWF Advisory Services
California
$86.4K – – –
GSC
38
Grey Street Capital
Illinois
$85.9K – – –
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$83.6K +$83.9K +13,350 New
MFG
40
Merit Financial Group
Georgia
$82.2K -$20.7K -3,295 -20%
AWS
41
Atria Wealth Solutions
New York
$78.3K +$5.61K +892 +8%
NA
42
Nottingham Advisors
New York
$68.9K – – –
SOA
43
Sea Otter Advisors
Florida
$62.6K +$62.9K +10,000 New
CWC
44
Carolinas Wealth Consulting
North Carolina
$55.4K – – –
JMF
45
Johnson Midwest Financial
Iowa
$45.1K – – –
NS
46
NBC Securities
Alabama
$39K +$39.2K +6,230 New
DFA
47
DHJJ Financial Advisors
Illinois
$14.7K +$14.8K +2,350 New
SPIA
48
Steward Partners Investment Advisory
New York
$14.4K -$119 -19 -0.8%
BFEC
49
Benjamin F. Edwards & Company
Missouri
$13K – – –
CMA
50
Cedar Mountain Advisors
Oregon
$10.6K – – –
1
2
3

FPL Hedge Fund Activity: Q3 2023 in Review

55 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) for Q3 2023, worth a combined $50.2M — up 24% from $40.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FPL positions and 2 closed out — a net gain of 8 holders — while 17 added to existing stakes and 16 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $6.73M. The largest seller was CoreCap Advisors, cutting an estimated $372K.

  • 55 institutional investors held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) as of Q3 2023, up from 47 in Q2 2023.
  • Funds reported $50.2M of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND stock for Q3 2023, up 24% quarter-over-quarter.
  • 10 funds opened new FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND positions in Q3 2023 and 2 closed out, a net change of +8 holders.
  • The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND buyer in Q3 2023 was Saba Capital Management, an estimated $6.73M added.
  • The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND seller in Q3 2023 was CoreCap Advisors, an estimated $372K sold.

Based on aggregated 13F filings for Q3 2023.