FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND
FPL
FPL was delisted on the 3rd of May, 2024.
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.
67% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 9
0% more funds holding
Funds holding: 39 → 39 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
17% less capital invested
Capital invested by funds: $64.3M → $53M (-$11.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$665K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$466K |
| 3 |
Cohen & Steers
New York
|
+$395K |
| 4 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$227K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$210K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.07M |
| 2 |
Morgan Stanley
New York
|
-$717K |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$667K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$660K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$358K |
FPL Hedge Fund Activity: Q1 2018 in Review
39 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) for Q1 2018, worth a combined $53M — down 17% from $64.3M a quarter earlier.
Fund positioning in FPL was balanced in Q1 2018: 5 funds opened new positions, 5 closed out, 15 added to existing stakes and 9 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $665K. The largest seller was Wells Fargo, cutting an estimated $1.07M.
- 39 institutional investors held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $53M of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND stock for Q1 2018, down 17% quarter-over-quarter.
- 5 funds opened new FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND positions in Q1 2018 and 5 closed out, a net change of 0 holders.
- The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND buyer in Q1 2018 was LPL Financial, an estimated $665K added.
- The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND seller in Q1 2018 was Wells Fargo, an estimated $1.07M sold.
Based on aggregated 13F filings for Q1 2018.