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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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62 hedge funds and large institutions have $65.7M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

31% more capital invested

Capital invested by funds: $50.2M → $65.7M (+$15.5M)

13% more funds holding

Funds holding: 55 → 62 (+7)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

Holders
62
Holders Change
+7
Holders Change %
+12.73%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
15
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$7.2M
2
Goldman Sachs
Goldman Sachs
New York
+$2.18M
3
LPL Financial
LPL Financial
California
+$984K
4
HHGC
Hunting Hill Global Capital
New York
+$972K
5
Cohen & Steers
Cohen & Steers
New York
+$555K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$945K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$636K
3
WAM
Wolverine Asset Management
Illinois
-$524K
4
RCM
Rivernorth Capital Management
Florida
-$502K
5
CBA
Coastal Bridge Advisors
Connecticut
-$266K
Name Holding Trade Value Shares
Change 		Change in
Stake
NS
51
NBC Securities
Alabama
$34K -$8.1K -1,212 -19%
DFA
52
DHJJ Financial Advisors
Illinois
$16.2K – – –
SPIA
53
Steward Partners Investment Advisory
New York
$15.8K – – –
BFEC
54
Benjamin F. Edwards & Company
Missouri
$14K – – –
CMA
55
Cedar Mountain Advisors
Oregon
$11.6K – – –
AF
56
Allworth Financial
California
$10.8K +$167 +25 +2%
HGA
57
Hobbs Group Advisors
South Carolina
$6.88K +$6.68K +1,000 New
BWM
58
Baystate Wealth Management
Massachusetts
$4.87K +$4.72K +707 New
HCM
59
Highlander Capital Management
New Jersey
$3.44K – – –
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$3.1K – – –
PS
61
Principal Securities
Iowa
$2.87K +$2.79K +417 New
GRP
62
Global Retirement Partners
California
$827 – – –
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
– -$636K -101,549 Closed
QC
64
Quantedge Capital
Singapore
– -$181K -28,846 Closed
AWS
65
Atria Wealth Solutions
New York
– -$78.3K -12,505 Closed
JP Morgan Chase
66
JP Morgan Chase
New York
– -$526 -84 Closed
1 2
3

FPL Hedge Fund Activity: Q4 2023 in Review

62 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) for Q4 2023, worth a combined $65.7M — up 31% from $50.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FPL positions and 4 closed out — a net gain of 8 holders — while 15 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.2M. The largest seller was Osaic Holdings, cutting an estimated $945K.

  • 62 institutional investors held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) as of Q4 2023, up from 55 in Q3 2023.
  • Funds reported $65.7M of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND stock for Q4 2023, up 31% quarter-over-quarter.
  • 12 funds opened new FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND positions in Q4 2023 and 4 closed out, a net change of +8 holders.
  • The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND buyer in Q4 2023 was Morgan Stanley, an estimated $7.2M added.
  • The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND seller in Q4 2023 was Osaic Holdings, an estimated $945K sold.

Based on aggregated 13F filings for Q4 2023.