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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39 hedge funds and large institutions have $64.3M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 9 closing their positions.

Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
10
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.84M
2
GC
2
Guggenheim Capital
Illinois
$2.17M
3
CA
3
Cetera Advisors
Colorado
$667K
4
SPIA
4
Steward Partners Investment Advisory
New York
$580K
5
CIA
5
Capital Investment Advisors
Georgia
$1.49M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$7M
2
SIA
2
Sit Investment Associates
Minnesota
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$26.5M
4
IH
4
IFC Holdings
Florida
$0
5
DA
5
Doliver Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$26.5M 2,215,569 -99,836 -4%
AAM
2
Advisors Asset Management
Colorado
$10.6M 886,334 -8,857 -1%
Wells Fargo
3
Wells Fargo
California
$7M 584,301 -184,929 -24%
Cohen & Steers
4
Cohen & Steers
New York
$3.84M 320,962 +148,450 +86%
Invesco
5
Invesco
Georgia
$2.44M 203,556 -61,992 -23%
GC
6
Guggenheim Capital
Illinois
$2.17M 181,200 +112,861 +165%
GFPC
7
Global Financial Private Capital
Florida
$1.86M 155,376 +18,340 +13%
CIA
8
Capital Investment Advisors
Georgia
$1.49M 124,517 +33,352 +37%
BTS
9
BB&T Securities
Virginia
$1.28M 106,894 +6,506 +6%
SMC
10
Smith, Moore & Co
Missouri
$895K 74,754 +4,096 +6%
RJA
11
Raymond James & Associates
Florida
$773K 64,559 +3,398 +6%
CA
12
Cetera Advisors
Colorado
$667K 55,719 +55,719 New
UBS Group
13
UBS Group
Switzerland
$604K 50,431 +11,898 +31%
SPIA
14
Steward Partners Investment Advisory
New York
$580K 48,439 +48,439 New
Ameriprise
15
Ameriprise
Minnesota
$559K 46,662 -9,195 -16%
Bank of America
16
Bank of America
North Carolina
$489K 40,821 -46,692 -53%
SI
17
SII Investments
Wisconsin
$362K 30,268 -6,984 -19%
Millennium Management
18
Millennium Management
New York
$327K 27,354 +3,990 +17%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$323K 26,973 +10,433 +63%
AW
20
ACG Wealth
Georgia
$232K 19,381 -2,305 -11%
RCG
21
Ruggie Capital Group
Florida
$204K 17,000 – –
Stifel Financial
22
Stifel Financial
Missouri
$161K 13,455 +2,147 +19%
CL
23
CPWM LLC
Washington
$157K 13,143 -13,143 -50%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$132K 11,019 – –
TA
25
Tiedemann Advisors
New York
$125K 10,444 +10,444 New
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