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 $43.1M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
32
Holders Change
+4
Holders Change %
+14.29%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$20.9M
2
AAM
2
Advisors Asset Management
Colorado
$2.84M
3
Bank of America
3
Bank of America
North Carolina
$3.6M
4
Cohen & Steers
4
Cohen & Steers
New York
$1.55M
5
SG Americas Securities
5
SG Americas Securities
New York
$382K

Top Sellers

1
AW
1
ACG Wealth
Georgia
$320K
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$821K
3
Wells Fargo
3
Wells Fargo
California
$2.88M
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$305K
5
WKWM
5
Walter & Keenan Wealth Management
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$20.9M 1,941,453 +383,619 +25%
Bank of America
2
Bank of America
North Carolina
$3.6M 334,226 +82,706 +33%
Wells Fargo
3
Wells Fargo
California
$2.88M 267,615 -33,910 -11%
AAM
4
Advisors Asset Management
Colorado
$2.84M 263,363 +110,287 +72%
Invesco
5
Invesco
Georgia
$2.84M 263,197 +32,566 +14%
SIA
6
Sit Investment Associates
Minnesota
$1.71M 158,666 +4,483 +3%
Cohen & Steers
7
Cohen & Steers
New York
$1.55M 143,670 +47,824 +50%
PAIM
8
Punch & Associates Investment Management
Minnesota
$821K 76,196 -110,151 -59%
TT
9
Tiedemann Trust
Delaware
$812K 75,363 +3,733 +5%
GC
10
Guggenheim Capital
Illinois
$741K 68,844 +1,365 +2%
LPL Financial
11
LPL Financial
California
$587K 53,016 +21,828 +70%
Ameriprise
12
Ameriprise
Minnesota
$513K 47,592 +14,342 +43%
BTS
13
BB&T Securities
Virginia
$393K 36,518 +13,709 +60%
SG Americas Securities
14
SG Americas Securities
New York
$382K 35,426 +35,426 New
VKH
15
Virtu KCG Holdings
New York
$368K 34,179 +34,179 New
HighTower Advisors
16
HighTower Advisors
Illinois
$365K 33,955 +19,729 +139%
AW
17
ACG Wealth
Georgia
$320K 29,698 -139,775 -82%
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$305K 28,273 -27,580 -49%
SI
19
SII Investments
Wisconsin
$278K 25,838 +5,489 +27%
SMC
20
Smith, Moore & Co
Missouri
$224K 20,760 +20,760 New
UBS Group
21
UBS Group
Switzerland
$209K 19,437 +301 +2%
GCP
22
GSA Capital Partners
United Kingdom
$167K 15,500 -7,533 -33%
IA
23
IFP Advisors
Florida
$128K 11,921 +11,921 New
WA
24
WFG Advisors
Texas
$49K 4,536 +11 +0.2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$41K 3,814 -2,000 -34%
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