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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54 hedge funds and large institutions have $50.1M 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
Holders
54
Holders Change
+8
Holders Change %
+17.39%
% of All Funds
0.86%
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

1
SCM
1
Saba Capital Management
New York
$12.3M
2
AAM
2
Advisors Asset Management
Colorado
$4.35M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.23M
4
AFG
4
Atomi Financial Group
New York
$299K
5
KACA
5
Kayne Anderson Capital Advisors
California
$286K

Top Sellers

1
CA
1
CoreCap Advisors
Michigan
$1.66M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.97M
3
QC
3
Quantedge Capital
Singapore
$181K
4
LPL Financial
4
LPL Financial
California
$254K
5
Lido Advisors
5
Lido Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RPCONE
26
Retirement Planning Company of New England
Rhode Island
$146K -$5.88K -939 -4%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$145K +$25.7K +4,101 +22%
PVI
28
Pine Valley Investments
New Jersey
$142K +$626 +100 +0.4%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$140K +$1.61K +258 +1%
SIA
30
Sit Investment Associates
Minnesota
$135K – – –
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$131K -$16.6K -2,659 -11%
WS
32
Wedbush Securities
California
$110K +$13.8K +2,200 +14%
OC
33
Oppenheimer & Co
New York
$99.7K -$52.6K -8,409 -35%
UBS Group
34
UBS Group
Switzerland
$99K -$60.1K -9,593 -38%
PWMAG
35
Pinnacle Wealth Management Advisory Group
New Jersey
$86.4K +$1.03K +164 +1%
PA
36
Pinnacle Associates
New York
$86.4K +$1.03K +164 +1%
GSC
37
Grey Street Capital
Illinois
$85.9K – – –
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$83.6K +$83.6K +13,350 New
MFG
39
Merit Financial Group
Georgia
$82.2K -$20.6K -3,295 -20%
AWS
40
Atria Wealth Solutions
New York
$78.3K +$5.58K +892 +8%
NA
41
Nottingham Advisors
New York
$68.9K – – –
SOA
42
Sea Otter Advisors
Florida
$62.6K +$62.6K +10,000 New
CWC
43
Carolinas Wealth Consulting
North Carolina
$55.4K – – –
JMF
44
Johnson Midwest Financial
Iowa
$45.1K – – –
NS
45
NBC Securities
Alabama
$39K +$39K +6,230 New
DFA
46
DHJJ Financial Advisors
Illinois
$14.7K +$14.7K +2,350 New
SPIA
47
Steward Partners Investment Advisory
New York
$14.4K -$119 -19 -0.8%
BFEC
48
Benjamin F. Edwards & Company
Missouri
$13K – – –
CMA
49
Cedar Mountain Advisors
Oregon
$10.6K – – –
AF
50
Allworth Financial
California
$9.63K +$175 +28 +2%
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