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FPL

FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND

Delisted

FPL was delisted on the 3rd of May, 2024.

15 hedge funds and large institutions have $23M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
15
Holders Change
+15
Holders Change %
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.7M +$10.7M +545,904 New
AW
2
ACG Wealth
Georgia
$9.73M +$9.79M +498,665 New
OC
3
Oppenheimer & Co
New York
$672K +$676K +34,450 New
Jane Street
4
Jane Street
New York
$426K +$429K +21,837 New
WKWM
5
Walter & Keenan Wealth Management
Indiana
$299K +$57.2K +2,913 New
PAS
6
Partnervest Advisory Services
California
$225K +$227K +11,550 New
WS
7
Wedbush Securities
California
$224K +$225K +11,455 New
ICAS
8
Investors Capital Advisory Services
Massachusetts
$214K +$216K +11,000 New
Ameriprise
9
Ameriprise
Minnesota
$155K +$156K +7,950 New
MCM
10
Manchester Capital Management
Vermont
$119K +$22.9K +1,166 New
BPBT
11
Boston Private Bank & Trust
Massachusetts
$98K +$98.1K +5,000 New
NFG
12
Next Financial Group
Texas
$54K +$57.9K +2,950 New
U
13
UBS
Switzerland
$48K +$48.6K +2,475 New
WA
14
WFG Advisors
Texas
$43K +$43.1K +2,198 New
Wells Fargo
15
Wells Fargo
California
$39K +$39.3K +2,000 New

FPL Hedge Fund Activity: Q2 2014 in Review

15 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) for Q2 2014, worth a combined $23M.

Buyers outnumbered sellers: 15 funds opened new FPL positions and 0 closed out — a net gain of 15 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $10.7M.

  • 15 institutional investors held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) as of Q2 2014, up from 0 in Q1 2014.
  • Funds reported $23M of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND stock for Q2 2014.
  • 15 funds opened new FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND positions in Q2 2014 and 0 closed out, a net change of +15 holders.
  • The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND buyer in Q2 2014 was Morgan Stanley, an estimated $10.7M added.

Based on aggregated 13F filings for Q2 2014.