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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60 hedge funds and large institutions have $69.9M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
17
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$7.03M
2
AIA
Absolute Investment Advisers
Florida
$2.22M
3
YCM
Yakira Capital Management
Connecticut
$1.25M
4
QL
Quarry LP
New York
$884K
5
AC
Almitas Capital
California
$707K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$8.28M
2
CBA
Coastal Bridge Advisors
Connecticut
$9.06M
3
PAG
Private Advisor Group
New Jersey
$0
4
CCP
Clough Capital Partners
Massachusetts
$0
5
KACA
Kayne Anderson Capital Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
26
Oppenheimer & Co
New York
$321K +$217K +28,339 +210%
FSI
27
Flow State Investments
Illinois
$309K +$309K +40,355 New
SOA
28
Sea Otter Advisors
Florida
$307K +$57.6K +7,518 +23%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$306K -$327K -42,640 -52%
Wells Fargo
30
Wells Fargo
California
$284K -$10.2K -1,327 -3%
WAM
31
Wolverine Asset Management
Illinois
$202K -$165K -21,573 -45%
Truist Financial
32
Truist Financial
North Carolina
$188K -$10.7K -1,400 -5%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$181K +$16.4K +2,148 +10%
CIA
34
Capital Investment Advisors
Georgia
$177K -$9.09K -1,187 -5%
RPCONE
35
Retirement Planning Company of New England
Rhode Island
$175K -$1.33K -173 -0.8%
UBS Group
36
UBS Group
Switzerland
$117K +$6.27K +819 +6%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$113K +$360 +47 +0.3%
PVI
38
Pine Valley Investments
New Jersey
$109K -$1.41K -184 -1%
PA
39
Pinnacle Associates
New York
$108K +$1.16K +152 +1%
PWMAG
40
Pinnacle Wealth Management Advisory Group
New Jersey
$108K +$1.16K +152 +1%
CL
41
CSS LLC
Illinois
$107K +$107K +13,950 New
WS
42
Wedbush Securities
California
$102K -$33K -4,300 -24%
MFG
43
Merit Financial Group
Georgia
$101K -$1.12K -144 -1%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$90.8K – – –
CCG
45
Catalina Capital Group
California
$90.2K – – –
NA
46
Nottingham Advisors
New York
$84.3K – – –
CWC
47
Carolinas Wealth Consulting
North Carolina
$63.6K – – –
BBPWM
48
Blue Bell Private Wealth Management
Pennsylvania
$37.9K -$11.5K -1,495 -23%
NS
49
NBC Securities
Alabama
$37K -$806 -107 -2%
DFA
50
DHJJ Financial Advisors
Illinois
$18K – – –
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