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 $46.5M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
27
Holders Change
–
Holders Change %
0%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
10
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$2.37M
2
Morgan Stanley
2
Morgan Stanley
New York
$22.7M
3
Invesco
3
Invesco
Georgia
$2.57M
4
Wells Fargo
4
Wells Fargo
California
$5.33M
5
GC
5
Guggenheim Capital
Illinois
$411K

Top Sellers

1
AW
1
ACG Wealth
Georgia
$4.21M
2
RCM
2
Rivernorth Capital Management
Florida
$1.11M
3
WAM
3
Wolverine Asset Management
Illinois
$11K
4
Ameriprise
4
Ameriprise
Minnesota
$409K
5
WRM
5
Westport Resources Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$22.7M 1,326,557 +85,155 +7%
Wells Fargo
2
Wells Fargo
California
$5.33M 312,072 +60,141 +24%
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$4.37M 255,192 +4,333 +2%
AW
4
ACG Wealth
Georgia
$4.21M 246,375 -58,653 -19%
Invesco
5
Invesco
Georgia
$2.57M 150,103 +75,048 +100%
BTS
6
BB&T Securities
Virginia
$2.37M 13,861 +13,861 New
RCM
7
Rivernorth Capital Management
Florida
$1.11M 65,100 -57,978 -47%
TJHA
8
Thomas J. Herzfeld Advisors
Florida
$684K 40,031 +3,250 +9%
GC
9
Guggenheim Capital
Illinois
$411K 24,030 +24,030 New
Ameriprise
10
Ameriprise
Minnesota
$409K 23,937 -6,394 -21%
AIG
11
American International Group
New York
$395K 23,117 -3,211 -12%
WKWM
12
Walter & Keenan Wealth Management
Indiana
$303K 2,913 – –
LPL Financial
13
LPL Financial
California
$271K 15,880 -911 -5%
Bank of America
14
Bank of America
North Carolina
$268K 15,662 +12,662 +422%
SI
15
SII Investments
Wisconsin
$250K 14,709 +700 +5%
OC
16
Oppenheimer & Co
New York
$190K 11,115 +11,115 New
ICAS
17
Investors Capital Advisory Services
Massachusetts
$170K 10,000 – –
BFEC
18
Benjamin F. Edwards & Company
Missouri
$107K 6,275 +600 +11%
BPBT
19
Boston Private Bank & Trust
Massachusetts
$85K 5,000 – –
WA
20
WFG Advisors
Texas
$77K 4,508 +420 +10%
UBS Group
21
UBS Group
Switzerland
$57K 3,325 -720 -18%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$47K 2,750 – –
NFG
23
Next Financial Group
Texas
$46K 2,750 -200 -7%
WT
24
Whittier Trust
California
$34K 2,000 +2,000 New
GAM
25
Gemmer Asset Management
California
$30K 286 – –
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