FPL

FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND
FPL

Overview Fund Activity
Delisted

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

Back to rankings

28 hedge funds and large institutions have $43.5M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 9 closing their positions.

Holders
28
Holders Change
-4
Holders Change %
-12.5%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
7
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.12M
2
Morgan Stanley
2
Morgan Stanley
New York
$19.3M
3
SIA
3
Sit Investment Associates
Minnesota
$1.92M
4
AAM
4
Advisors Asset Management
Colorado
$1.9M
5
TT
5
Tiedemann Trust
Delaware
$890K

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$0
2
CRC
2
Curi RMB Capital
Illinois
$0
3
AW
3
ACG Wealth
Georgia
$2.11M
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
Wells Fargo
5
Wells Fargo
California
$3.75M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$19.3M 1,557,834 +201,445 +15%
Wells Fargo
2
Wells Fargo
California
$3.75M 301,525 -20,055 -6%
Bank of America
3
Bank of America
North Carolina
$3.12M 251,520 +232,771 +1,242%
Invesco
4
Invesco
Georgia
$2.86M 230,631 +41,897 +22%
PAIM
5
Punch & Associates Investment Management
Minnesota
$2.31M 186,347 +39,161 +27%
AW
6
ACG Wealth
Georgia
$2.11M 169,473 -65,330 -28%
SIA
7
Sit Investment Associates
Minnesota
$1.92M 154,183 +154,183 New
AAM
8
Advisors Asset Management
Colorado
$1.9M 153,076 +151,139 +7,803%
Cohen & Steers
9
Cohen & Steers
New York
$1.19M 95,846 +24,759 +35%
TT
10
Tiedemann Trust
Delaware
$890K 71,630 +71,630 New
GC
11
Guggenheim Capital
Illinois
$838K 67,479 -1,674 -2%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$694K 55,853 +15,822 +40%
LPL Financial
13
LPL Financial
California
$430K 31,188 +14,652 +89%
Ameriprise
14
Ameriprise
Minnesota
$413K 33,250 +18,685 +128%
GCP
15
GSA Capital Partners
United Kingdom
$286K 23,033 +23,033 New
WKWM
16
Walter & Keenan Wealth Management
Indiana
$284K 2,913 – –
BTS
17
BB&T Securities
Virginia
$283K 22,809 -2,935 -11%
SI
18
SII Investments
Wisconsin
$253K 20,349 +6,765 +50%
UBS Group
19
UBS Group
Switzerland
$238K 19,136 +17,074 +828%
HighTower Advisors
20
HighTower Advisors
Illinois
$174K 14,226 +1,540 +12%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$72K 5,814 +1,450 +33%
WA
22
WFG Advisors
Texas
$56K 4,525 +299 +7%
NFG
23
Next Financial Group
Texas
$34K 2,750 – –
AIG
24
American International Group
New York
$30K 2,417 -19,410 -89%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$20K 1,600 -138 -8%
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