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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32 hedge funds and large institutions have $47.8M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 1 closing their positions.

Holders
32
Holders Change
+5
Holders Change %
+18.52%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$2.31M
2
CRC
2
Curi RMB Capital
Illinois
$1.84M
3
Cohen & Steers
3
Cohen & Steers
New York
$1.12M
4
GC
4
Guggenheim Capital
Illinois
$1.09M
5
Invesco
5
Invesco
Georgia
$2.96M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
AW
2
ACG Wealth
Georgia
$3.69M
3
Ameriprise
3
Ameriprise
Minnesota
$229K
4
AIG
4
American International Group
New York
$343K
5
UBS Group
5
UBS Group
Switzerland
$32K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$21.3M 1,356,389 +29,832 +2%
Wells Fargo
2
Wells Fargo
California
$5.05M 321,580 +9,508 +3%
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$4.07M 259,757 +4,565 +2%
AW
4
ACG Wealth
Georgia
$3.69M 234,803 -11,572 -5%
Invesco
5
Invesco
Georgia
$2.96M 188,734 +38,631 +26%
PAIM
6
Punch & Associates Investment Management
Minnesota
$2.31M 147,186 +147,186 New
CRC
7
Curi RMB Capital
Illinois
$1.84M 117,162 +117,162 New
Cohen & Steers
8
Cohen & Steers
New York
$1.12M 71,087 +71,087 New
GC
9
Guggenheim Capital
Illinois
$1.09M 69,153 +45,123 +188%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$620K 40,031 – –
BTS
11
BB&T Securities
Virginia
$404K 25,744 +11,883 +86%
WAM
12
Wolverine Asset Management
Illinois
$387K 24,667 +23,977 +3,475%
AIG
13
American International Group
New York
$343K 21,827 -1,290 -6%
Bank of America
14
Bank of America
North Carolina
$294K 18,749 +3,087 +20%
WKWM
15
Walter & Keenan Wealth Management
Indiana
$286K 2,913 – –
LPL Financial
16
LPL Financial
California
$256K 16,536 +656 +4%
Ameriprise
17
Ameriprise
Minnesota
$229K 14,565 -9,372 -39%
CCP
18
Clough Capital Partners
Massachusetts
$220K 14,000 +14,000 New
SI
19
SII Investments
Wisconsin
$213K 13,584 -1,125 -8%
HighTower Advisors
20
HighTower Advisors
Illinois
$199K 12,686 +12,686 New
LCM
21
Landscape Capital Management
New Jersey
$182K 11,597 +11,597 New
OC
22
Oppenheimer & Co
New York
$174K 11,122 +7 +0.1%
ICAS
23
Investors Capital Advisory Services
Massachusetts
$157K 10,000 – –
BFEC
24
Benjamin F. Edwards & Company
Missouri
$87K 5,525 -750 -12%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$69K 4,364 +1,614 +59%
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