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 $71.7M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 7 closing their positions.

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GFPC
1
Global Financial Private Capital
Florida
$1.73M
2
SIA
2
Sit Investment Associates
Minnesota
$1.73M
3
AAM
3
Advisors Asset Management
Colorado
$11.3M
4
CIA
4
Capital Investment Advisors
Georgia
$1.15M
5
DA
5
Doliver Advisors
Texas
$841K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$9.7M
2
Invesco
2
Invesco
Georgia
$3.35M
3
Cohen & Steers
3
Cohen & Steers
New York
$2.18M
4
CCP
4
Cardan Capital Partners
Colorado
$0
5
NL
5
NWAM LLC
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$29.2M 2,315,405 +26,042 +1%
AAM
2
Advisors Asset Management
Colorado
$11.3M 895,191 +59,732 +7%
Wells Fargo
3
Wells Fargo
California
$9.7M 769,230 -261,802 -25%
Invesco
4
Invesco
Georgia
$3.35M 265,548 -87,791 -25%
Cohen & Steers
5
Cohen & Steers
New York
$2.18M 172,512 -31,238 -15%
SIA
6
Sit Investment Associates
Minnesota
$1.73M 137,156 +119,590 +681%
GFPC
7
Global Financial Private Capital
Florida
$1.73M 137,036 +137,036 New
BTS
8
BB&T Securities
Virginia
$1.27M 100,388 +10,300 +11%
CIA
9
Capital Investment Advisors
Georgia
$1.15M 91,165 +44,340 +95%
Bank of America
10
Bank of America
North Carolina
$1.1M 87,513 -12,176 -12%
IH
11
IFC Holdings
Florida
$980K 77,675 +1,311 +2%
SMC
12
Smith, Moore & Co
Missouri
$891K 70,658 +3,981 +6%
GC
13
Guggenheim Capital
Illinois
$863K 68,339 +32,777 +92%
DA
14
Doliver Advisors
Texas
$841K 66,670 +41,598 +166%
RJA
15
Raymond James & Associates
Florida
$771K 61,161 +13,329 +28%
Ameriprise
16
Ameriprise
Minnesota
$704K 55,857 -4,835 -8%
UBS Group
17
UBS Group
Switzerland
$486K 38,533 -9,583 -20%
SI
18
SII Investments
Wisconsin
$468K 37,252 +3,693 +11%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$416K 33,020 +800 +2%
CL
20
CPWM LLC
Washington
$339K 26,286 +13,143 +100%
AIA
21
Allegis Investment Advisors
Idaho
$314K 24,930 +4,168 +20%
Millennium Management
22
Millennium Management
New York
$295K 23,364 +23,364 New
AW
23
ACG Wealth
Georgia
$273K 21,686 -16,082 -43%
RCG
24
Ruggie Capital Group
Florida
$214K 17,000 – –
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$209K 16,540 +600 +4%
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