FPL

FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND
FPL

Overview Fund Activity
Delisted

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

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19 hedge funds and large institutions have $31.8M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 3 closing their positions.

Holders
19
Holders Change
+4
Holders Change %
+26.67%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
3
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$20.8M
2
AIG
2
American International Group
New York
$284K
3
SI
3
SII Investments
Wisconsin
$236K
4
WAM
4
Wolverine Asset Management
Illinois
$228K
5
LPL Financial
5
LPL Financial
California
$222K

Top Sellers

1
AW
1
ACG Wealth
Georgia
$8.44M
2
OC
2
Oppenheimer & Co
New York
$0
3
Jane Street
3
Jane Street
New York
$0
4
WS
4
Wedbush Securities
California
$0
5
U
5
UBS
Switzerland
$24K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$20.8M 1,106,868 +560,964 +103%
AW
2
ACG Wealth
Georgia
$8.44M 448,875 -49,790 -10%
Ameriprise
3
Ameriprise
Minnesota
$318K 16,922 +8,972 +113%
AIG
4
American International Group
New York
$284K 15,115 +15,115 New
WKWM
5
Walter & Keenan Wealth Management
Indiana
$273K 2,913 – –
SI
6
SII Investments
Wisconsin
$236K 12,529 +12,529 New
WAM
7
Wolverine Asset Management
Illinois
$228K 12,174 +12,174 New
LPL Financial
8
LPL Financial
California
$222K 11,908 +11,908 New
PAS
9
Partnervest Advisory Services
California
$217K 11,550 – –
ICAS
10
Investors Capital Advisory Services
Massachusetts
$206K 11,000 – –
MCM
11
Manchester Capital Management
Vermont
$109K 1,166 – –
BPBT
12
Boston Private Bank & Trust
Massachusetts
$94K 5,000 – –
WA
13
WFG Advisors
Texas
$77K 4,088 +1,890 +86%
NFG
14
Next Financial Group
Texas
$55K 2,950 – –
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$47K 2,500 +2,500 New
Wells Fargo
16
Wells Fargo
California
$38K 2,000 – –
BFEC
17
Benjamin F. Edwards & Company
Missouri
$38K 2,000 +2,000 New
GAM
18
Gemmer Asset Management
California
$27K 286 +286 New
U
19
UBS
Switzerland
$24K 1,295 -1,180 -48%
OC
20
Oppenheimer & Co
New York
– – -34,450 Closed
Jane Street
21
Jane Street
New York
– – -21,837 Closed
WS
22
Wedbush Securities
California
– – -11,455 Closed
MPWT
23
MassMutual Private Wealth & Trust
Connecticut
– – – –