FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND
FPL
FPL was delisted on the 3rd of May, 2024.
49 hedge funds and large institutions have $33.4M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
7% more funds holding
Funds holding: 46 → 49 (+3)
3% more capital invested
Capital invested by funds: $32.4M → $33.4M (+$1.05M)
7% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$319K |
| 2 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
+$206K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$103K |
| 4 |
VF
Virtu Financial
New York
|
+$98.2K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$59.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$934K |
| 2 |
QC
Quantedge Capital
Singapore
|
-$884K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$636K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$160K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$153K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fidelity Investments
Boston,
Massachusetts
| – | +$6 | +1 | New |
|
|
LPWM
52
Lake Point Wealth Management
Rockwall,
Texas
| – | +$29 | +5 | New |
|
FPL Hedge Fund Activity: Q2 2021 in Review
49 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) for Q2 2021, worth a combined $33.4M — up 3.2% from $32.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FPL positions and 3 closed out — a net gain of 3 holders — while 14 added to existing stakes and 15 trimmed.
The largest buyer was Private Advisor Group, adding an estimated $319K. The largest seller was Rivernorth Capital Management, cutting an estimated $934K.
- 49 institutional investors held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) as of Q2 2021, up from 46 in Q1 2021.
- Funds reported $33.4M of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND stock for Q2 2021, up 3.2% quarter-over-quarter.
- 6 funds opened new FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND positions in Q2 2021 and 3 closed out, a net change of +3 holders.
- The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND buyer in Q2 2021 was Private Advisor Group, an estimated $319K added.
- The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND seller in Q2 2021 was Rivernorth Capital Management, an estimated $934K sold.
Based on aggregated 13F filings for Q2 2021.