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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33 hedge funds and large institutions have $50.2M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
33
Holders Change
+1
Holders Change %
+3.13%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$7.73M
2
Cohen & Steers
2
Cohen & Steers
New York
$2.99M
3
LPL Financial
3
LPL Financial
California
$1.43M
4
AAM
4
Advisors Asset Management
Colorado
$3.92M
5
GC
5
Guggenheim Capital
Illinois
$1.28M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.37M
2
Morgan Stanley
2
Morgan Stanley
New York
$22.1M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$0
4
TT
4
Tiedemann Trust
Delaware
$224K
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$22.1M 1,839,473 -101,980 -5%
Wells Fargo
2
Wells Fargo
California
$7.73M 644,236 +376,621 +141%
AAM
3
Advisors Asset Management
Colorado
$3.92M 326,226 +62,863 +24%
Invesco
4
Invesco
Georgia
$3.55M 295,491 +32,294 +12%
Cohen & Steers
5
Cohen & Steers
New York
$2.99M 249,449 +105,779 +74%
SIA
6
Sit Investment Associates
Minnesota
$1.88M 156,225 -2,441 -2%
LPL Financial
7
LPL Financial
California
$1.43M 126,612 +73,596 +139%
Bank of America
8
Bank of America
North Carolina
$1.37M 114,442 -219,784 -66%
GC
9
Guggenheim Capital
Illinois
$1.28M 106,276 +37,432 +54%
HighTower Advisors
10
HighTower Advisors
Illinois
$602K 50,185 +16,230 +48%
Ameriprise
11
Ameriprise
Minnesota
$436K 36,313 -11,279 -24%
SI
12
SII Investments
Wisconsin
$417K 34,863 +9,025 +35%
AW
13
ACG Wealth
Georgia
$375K 31,213 +1,515 +5%
IH
14
IFC Holdings
Florida
$356K 30,545 +30,545 New
BTS
15
BB&T Securities
Virginia
$332K 27,736 -8,782 -24%
TT
16
Tiedemann Trust
Delaware
$224K 18,695 -56,668 -75%
SMC
17
Smith, Moore & Co
Missouri
$222K 18,500 -2,260 -11%
UBS Group
18
UBS Group
Switzerland
$172K 14,348 -5,089 -26%
RJA
19
Raymond James & Associates
Florida
$169K 14,050 +14,050 New
WS
20
Wedbush Securities
California
$130K 10,797 +10,797 New
TA
21
Tiedemann Advisors
New York
$127K 10,583 +10,583 New
TJHA
22
Thomas J. Herzfeld Advisors
Florida
$109K 9,051 -19,222 -68%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$74K 6,200 +5,600 +933%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$58K 4,814 +1,000 +26%
WA
25
WFG Advisors
Texas
$57K 4,763 +227 +5%
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