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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27 hedge funds and large institutions have $44.3M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 3 closing their positions.

Holders
27
Holders Change
+8
Holders Change %
+42.11%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
8
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$4.49M
2
Wells Fargo
2
Wells Fargo
California
$4.51M
3
Morgan Stanley
3
Morgan Stanley
New York
$22.2M
4
RCM
4
Rivernorth Capital Management
Florida
$2.2M
5
Invesco
5
Invesco
Georgia
$1.34M

Top Sellers

1
AW
1
ACG Wealth
Georgia
$5.46M
2
PAS
2
Partnervest Advisory Services
California
$0
3
MCM
3
Manchester Capital Management
Vermont
$0
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$0
5
ICAS
5
Investors Capital Advisory Services
Massachusetts
$179K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$22.2M 1,241,402 +134,534 +12%
AW
2
ACG Wealth
Georgia
$5.46M 305,028 -143,847 -32%
Wells Fargo
3
Wells Fargo
California
$4.51M 251,931 +249,931 +12,497%
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$4.49M 250,859 +250,859 New
RCM
5
Rivernorth Capital Management
Florida
$2.2M 123,078 +123,078 New
Invesco
6
Invesco
Georgia
$1.34M 75,055 +75,055 New
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$659K 36,781 +36,781 New
WAM
8
Wolverine Asset Management
Illinois
$580K 32,392 +20,218 +166%
Ameriprise
9
Ameriprise
Minnesota
$544K 30,331 +13,409 +79%
AIG
10
American International Group
New York
$472K 26,328 +11,213 +74%
WKWM
11
Walter & Keenan Wealth Management
Indiana
$310K 2,913 – –
LPL Financial
12
LPL Financial
California
$301K 16,791 +4,883 +41%
SI
13
SII Investments
Wisconsin
$253K 14,009 +1,480 +12%
ICAS
14
Investors Capital Advisory Services
Massachusetts
$179K 10,000 -1,000 -9%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$102K 5,675 +3,675 +184%
BPBT
16
Boston Private Bank & Trust
Massachusetts
$90K 5,000 – –
WRM
17
Westport Resources Management
Connecticut
$90K 5,052 +5,052 New
WA
18
WFG Advisors
Texas
$73K 4,088 – –
UBS Group
19
UBS Group
Switzerland
$72K 4,045 +4,045 New
Bank of America
20
Bank of America
North Carolina
$54K 3,000 +3,000 New
NFG
21
Next Financial Group
Texas
$53K 2,950 – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$49K 2,750 +2,750 New
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$45K 2,500 +2,500 New
GAM
24
Gemmer Asset Management
California
$30K 286 – –
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$29K 1,600 +1,600 New
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