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

37 hedge funds and large institutions have $61.3M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 2 closing their positions.

Holders
37
Holders Change
+5
Holders Change %
+15.63%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$7.39M
2
Wells Fargo
2
Wells Fargo
California
$10.7M
3
Invesco
3
Invesco
Georgia
$6M
4
VKH
4
Virtu KCG Holdings
New York
$500K
5
SIA
5
Sit Investment Associates
Minnesota
$649K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$109K
2
Morgan Stanley
2
Morgan Stanley
New York
$23.2M
3
Cohen & Steers
3
Cohen & Steers
New York
$3.14M
4
DA
4
Doliver Advisors
Texas
$354K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$354K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$23.2M 1,694,144 -81,493 -5%
Wells Fargo
2
Wells Fargo
California
$10.7M 779,087 +89,153 +13%
AAM
3
Advisors Asset Management
Colorado
$7.39M 541,075 +118,032 +28%
Invesco
4
Invesco
Georgia
$6M 439,015 +77,075 +21%
Cohen & Steers
5
Cohen & Steers
New York
$3.14M 230,146 -49,111 -18%
GC
6
Guggenheim Capital
Illinois
$1.2M 87,959 -6,730 -7%
IH
7
IFC Holdings
Florida
$862K 63,056 +16,325 +35%
Bank of America
8
Bank of America
North Carolina
$841K 61,505 +21,022 +52%
LPL Financial
9
LPL Financial
California
$784K 58,955 -690 -1%
HighTower Advisors
10
HighTower Advisors
Illinois
$767K 56,051 +5,730 +11%
SIA
11
Sit Investment Associates
Minnesota
$649K 47,466 +26,175 +123%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$549K 40,186 -1,449 -3%
Ameriprise
13
Ameriprise
Minnesota
$545K 39,874 -7,780 -16%
VKH
14
Virtu KCG Holdings
New York
$500K 36,592 +36,592 New
SI
15
SII Investments
Wisconsin
$472K 34,341 +4,688 +16%
AW
16
ACG Wealth
Georgia
$377K 27,557 -2,606 -9%
BTS
17
BB&T Securities
Virginia
$372K 27,269 -10,165 -27%
DA
18
Doliver Advisors
Texas
$354K 25,914 -47,202 -65%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$354K 25,927 -25,003 -49%
CCP
20
Cardan Capital Partners
Colorado
$317K 23,172 +23,172 New
RJA
21
Raymond James & Associates
Florida
$310K 22,695 +3,950 +21%
SMC
22
Smith, Moore & Co
Missouri
$277K 20,250 +1,750 +9%
CWM
23
Cornerstone Wealth Management
Missouri
$249K 18,734 +18,734 New
CL
24
CPWM LLC
Washington
$204K 14,957 +14,957 New
AIA
25
Allegis Investment Advisors
Idaho
$182K 13,285 +13,285 New
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