FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND
FPL
FPL was delisted on the 3rd of May, 2024.
46 hedge funds and large institutions have $26.4M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 8 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 12
31% more capital invested
Capital invested by funds: $20.2M → $26.4M (+$6.24M)
4% less funds holding
Funds holding: 48 → 46 (-2)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CBA
Coastal Bridge Advisors
Westport,
Connecticut
|
+$1.16M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$618K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$354K |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$324K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$316K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APW
Aurora Private Wealth
Rockaway,
New Jersey
|
-$315K |
| 2 |
Morgan Stanley
New York
|
-$280K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$151K |
| 4 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
-$131K |
| 5 |
SF
Synovus Financial
Columbus,
Georgia
|
-$127K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFA
51
Sequoia Financial Advisors
Akron,
Ohio
| – | -$56K | -15,500 | Closed |
|
52
Citigroup
New York
| – | -$47K | -13,005 | Closed |
|
|
EWM
53
EPG Wealth Management
Atlanta,
Georgia
| – | -$22K | -5,984 | Closed |
|
|
NFG
54
Next Financial Group
Houston,
Texas
| – | -$1K | -400 | Closed |
|
FPL Hedge Fund Activity: Q2 2020 in Review
46 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) for Q2 2020, worth a combined $26.4M — up 31% from $20.2M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of FPL and 6 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 17 added.
The largest buyer was Coastal Bridge Advisors, adding an estimated $1.16M. The largest seller was Aurora Private Wealth, cutting an estimated $315K.
- 46 institutional investors held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) as of Q2 2020, down from 48 in Q1 2020.
- Funds reported $26.4M of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND stock for Q2 2020, up 31% quarter-over-quarter.
- 6 funds opened new FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND positions in Q2 2020 and 8 closed out, a net change of -2 holders.
- The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND buyer in Q2 2020 was Coastal Bridge Advisors, an estimated $1.16M added.
- The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND seller in Q2 2020 was Aurora Private Wealth, an estimated $315K sold.
Based on aggregated 13F filings for Q2 2020.