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 $53M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
39
Holders Change
–
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$553K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$387K
3
Cohen & Steers
3
Cohen & Steers
New York
$3.48M
4
MA
4
Mutual Advisors
Nebraska
$189K
5
SPIA
5
Steward Partners Investment Advisory
New York
$650K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$4.85M
2
CA
2
Cetera Advisors
Colorado
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$21.2M
4
Invesco
4
Invesco
Georgia
$1.45M
5
SI
5
SII Investments
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$21.2M 2,154,908 -60,661 -3%
AAM
2
Advisors Asset Management
Colorado
$10.5M 889,463 +3,129 +0.4%
Wells Fargo
3
Wells Fargo
California
$4.85M 493,506 -90,795 -16%
Cohen & Steers
4
Cohen & Steers
New York
$3.48M 354,379 +33,417 +10%
GC
5
Guggenheim Capital
Illinois
$1.86M 189,808 +8,608 +5%
GFPC
6
Global Financial Private Capital
Florida
$1.5M 153,034 -2,342 -2%
Invesco
7
Invesco
Georgia
$1.45M 147,724 -55,832 -27%
CIA
8
Capital Investment Advisors
Georgia
$1.35M 137,461 +12,944 +10%
BTS
9
BB&T Securities
Virginia
$1.11M 113,446 +6,552 +6%
RJA
10
Raymond James & Associates
Florida
$736K 74,980 +10,421 +16%
SMC
11
Smith, Moore & Co
Missouri
$735K 74,851 +97 +0.1%
SPIA
12
Steward Partners Investment Advisory
New York
$650K 66,243 +17,804 +37%
LPL Financial
13
LPL Financial
California
$553K 56,301 +56,301 New
Bank of America
14
Bank of America
North Carolina
$465K 47,312 +6,491 +16%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$387K 39,404 +39,404 New
Ameriprise
16
Ameriprise
Minnesota
$338K 34,450 -12,212 -26%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$309K 31,468 +4,495 +17%
UBS Group
18
UBS Group
Switzerland
$198K 20,168 -30,263 -60%
AW
19
ACG Wealth
Georgia
$194K 19,731 +350 +2%
MA
20
Mutual Advisors
Nebraska
$189K 19,199 +19,199 New
RCG
21
Ruggie Capital Group
Florida
$167K 17,000 – –
Stifel Financial
22
Stifel Financial
Missouri
$141K 14,378 +923 +7%
CL
23
CPWM LLC
Washington
$129K 13,143 – –
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$116K 11,769 +750 +7%
CCP
25
Cardan Capital Partners
Colorado
$111K 11,298 +11,298 New
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