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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40 hedge funds and large institutions have $71.4M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 6 closing their positions.

Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
21
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$9.82M
2
Wells Fargo
2
Wells Fargo
California
$12.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$28.5M
4
Bank of America
4
Bank of America
North Carolina
$1.53M
5
SMC
5
Smith, Moore & Co
Missouri
$900K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$454K
2
GC
2
Guggenheim Capital
Illinois
$400K
3
MCM
3
Marathon Capital Management
Maryland
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Citigroup
5
Citigroup
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$28.5M 2,107,863 +93,657 +5%
Wells Fargo
2
Wells Fargo
California
$12.4M 919,143 +107,394 +13%
AAM
3
Advisors Asset Management
Colorado
$9.82M 725,804 +179,762 +33%
Invesco
4
Invesco
Georgia
$5.51M 406,946 -2,373 -0.6%
Cohen & Steers
5
Cohen & Steers
New York
$3.11M 230,146 – –
Bank of America
6
Bank of America
North Carolina
$1.53M 112,996 +46,471 +70%
IH
7
IFC Holdings
Florida
$1M 73,996 +590 +0.8%
HighTower Advisors
8
HighTower Advisors
Illinois
$958K 70,496 +3,320 +5%
SMC
9
Smith, Moore & Co
Missouri
$900K 66,522 +46,272 +229%
LPL Financial
10
LPL Financial
California
$833K 62,370 +16,443 +36%
Ameriprise
11
Ameriprise
Minnesota
$665K 49,124 +12,393 +34%
SI
12
SII Investments
Wisconsin
$499K 36,611 +7,861 +27%
AW
13
ACG Wealth
Georgia
$468K 34,625 +6,638 +24%
BTS
14
BB&T Securities
Virginia
$466K 34,479 +7,210 +26%
SIA
15
Sit Investment Associates
Minnesota
$454K 33,586 -98,690 -75%
GC
16
Guggenheim Capital
Illinois
$400K 29,547 -51,403 -63%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$392K 28,970 – –
RJA
18
Raymond James & Associates
Florida
$379K 28,013 +2,973 +12%
CCP
19
Cardan Capital Partners
Colorado
$323K 23,904 +23,904 New
DA
20
Doliver Advisors
Texas
$318K 23,482 +1,845 +9%
UBS Group
21
UBS Group
Switzerland
$303K 22,405 -7,234 -24%
AIA
22
Allegis Investment Advisors
Idaho
$289K 21,345 +2,902 +16%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$272K 20,118 +12,427 +162%
CWM
24
Cornerstone Wealth Management
Missouri
$215K 15,714 -1,000 -6%
IA
25
IFP Advisors
Florida
$214K 15,840 +3,750 +31%
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