FPL

FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND

Delisted

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

42 hedge funds and large institutions have $62.8M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
42
Holders Change
+5
Holders Change %
+13.51%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
17
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$25.9M 2,014,206 +320,062 +19%
Wells Fargo
2
Wells Fargo
California
$10.4M 811,749 +32,662 +4%
AAM
3
Advisors Asset Management
Colorado
$7.02M 546,042 +4,967 +0.9%
Invesco
4
Invesco
Georgia
$5.26M 409,319 -29,696 -7%
Cohen & Steers
5
Cohen & Steers
New York
$2.96M 230,146
SIA
6
Sit Investment Associates
Minnesota
$1.7M 132,276 +84,810 +179%
GC
7
Guggenheim Capital
Illinois
$1.04M 80,950 -7,009 -8%
IH
8
IFC Holdings
Florida
$946K 73,406 +10,350 +16%
HighTower Advisors
9
HighTower Advisors
Illinois
$865K 67,176 +11,125 +20%
Bank of America
10
Bank of America
North Carolina
$856K 66,525 +5,020 +8%
LPL Financial
11
LPL Financial
California
$599K 45,927 -13,028 -22%
Ameriprise
12
Ameriprise
Minnesota
$472K 36,731 -3,143 -8%
UBS Group
13
UBS Group
Switzerland
$381K 29,639 +19,549 +194%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$373K 28,970 +3,043 +12%
BTS
15
BB&T Securities
Virginia
$372K 27,269
SI
16
SII Investments
Wisconsin
$368K 28,750 -5,591 -16%
AW
17
ACG Wealth
Georgia
$360K 27,987 +430 +2%
RJA
18
Raymond James & Associates
Florida
$322K 25,040 +2,345 +10%
DA
19
Doliver Advisors
Texas
$278K 21,637 -4,277 -17%
SMC
20
Smith, Moore & Co
Missouri
$260K 20,250
AIA
21
Allegis Investment Advisors
Idaho
$237K 18,443 +5,158 +39%
CWM
22
Cornerstone Wealth Management
Missouri
$218K 16,714 -2,020 -11%
MCM
23
Marathon Capital Management
Maryland
$212K 1,777 +1,777 New
Citadel Advisors
24
Citadel Advisors
Florida
$187K 14,561 +14,561 New
CL
25
CPWM LLC
Washington
$169K 13,143 -1,814 -12%