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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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2 hedge funds and large institutions have $440K invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% less funds holding

Funds holding: 61 → 2 (-59)

98% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 59

99% less capital invested

Capital invested by funds: $70M → $440K (-$69.6M)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
2
Holders Change
-59
Holders Change %
-96.72%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
1
Closed
59
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$15.1M
2
CBA
Coastal Bridge Advisors
Connecticut
-$9.06M
3
Morgan Stanley
Morgan Stanley
New York
-$8.28M
4
Goldman Sachs
Goldman Sachs
New York
-$7.03M
5
AAM
Advisors Asset Management
Colorado
-$5.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
26
Atomi Financial Group
New York
– -$339K -44,305 Closed
OC
27
Oppenheimer & Co
New York
– -$321K -41,855 Closed
FSI
28
Flow State Investments
Illinois
– -$309K -40,355 Closed
SOA
29
Sea Otter Advisors
Florida
– -$307K -40,118 Closed
RJFSA
30
Raymond James Financial Services Advisors
Florida
– -$306K -39,920 Closed
Wells Fargo
31
Wells Fargo
California
– -$284K -37,054 Closed
WAM
32
Wolverine Asset Management
Illinois
– -$202K -26,360 Closed
Truist Financial
33
Truist Financial
North Carolina
– -$188K -24,500 Closed
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
– -$181K -23,663 Closed
CIA
35
Capital Investment Advisors
Georgia
– -$177K -23,045 Closed
RPCONE
36
Retirement Planning Company of New England
Rhode Island
– -$175K -22,783 Closed
UBS Group
37
UBS Group
Switzerland
– -$117K -15,269 Closed
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
– -$113K -14,757 Closed
PVI
39
Pine Valley Investments
New Jersey
– -$109K -14,176 Closed
PA
40
Pinnacle Associates
New York
– -$108K -14,121 Closed
PWMAG
41
Pinnacle Wealth Management Advisory Group
New Jersey
– -$108K -14,121 Closed
CL
42
CSS LLC
Illinois
– -$107K -13,950 Closed
NAS
43
NWF Advisory Services
California
– -$106K -13,800 Closed
WS
44
Wedbush Securities
California
– -$102K -13,300 Closed
MFG
45
Merit Financial Group
Georgia
– -$101K -12,982 Closed
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
– -$90.8K -11,850 Closed
CCG
47
Catalina Capital Group
California
– -$90.2K -11,769 Closed
NA
48
Nottingham Advisors
New York
– -$84.3K -11,000 Closed
CWC
49
Carolinas Wealth Consulting
North Carolina
– -$63.6K -8,298 Closed
BBPWM
50
Blue Bell Private Wealth Management
Pennsylvania
– -$37.9K -4,954 Closed
1
2
3

FPL Hedge Fund Activity: Q2 2024 in Review

2 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) for Q2 2024, worth a combined $440K — down 99% from $70M a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of FPL and 1 opened new positions — a net loss of 58 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was Saba Capital Management, exiting entirely with an estimated $15.1M sold.

  • 2 institutional investors held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) as of Q2 2024, down from 61 in Q1 2024.
  • Funds reported $440K of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND stock for Q2 2024, down 99% quarter-over-quarter.
  • 1 fund opened new FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND positions in Q2 2024 and 59 closed out, a net change of -58 holders.
  • The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND seller in Q2 2024 was Saba Capital Management, an estimated $15.1M sold.

Based on aggregated 13F filings for Q2 2024.