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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45 hedge funds and large institutions have $58.4M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 1 closing their positions.

Holders
45
Holders Change
+6
Holders Change %
+15.38%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
13
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$4.97M
2
Cohen & Steers
2
Cohen & Steers
New York
$4.27M
3
DA
3
Doliver Advisors
Texas
$480K
4
CA
4
Cetera Advisors
Colorado
$413K
5
RJA
5
Raymond James & Associates
Florida
$1.11M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$7.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$21M
3
Invesco
3
Invesco
Georgia
$1.3M
4
Bank of America
4
Bank of America
North Carolina
$330K
5
UBS Group
5
UBS Group
Switzerland
$143K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$21M 2,021,768 -133,140 -6%
AAM
2
Advisors Asset Management
Colorado
$7.3M 703,642 -185,821 -21%
Wells Fargo
3
Wells Fargo
California
$5.35M 514,954 +21,448 +4%
CWM
4
Cornerstone Wealth Management
Missouri
$4.97M 51,011 +51,011 New
Cohen & Steers
5
Cohen & Steers
New York
$4.27M 411,225 +56,846 +16%
GC
6
Guggenheim Capital
Illinois
$1.94M 186,469 -3,339 -2%
GFPC
7
Global Financial Private Capital
Florida
$1.63M 156,910 +3,876 +3%
CIA
8
Capital Investment Advisors
Georgia
$1.59M 152,846 +15,385 +11%
Invesco
9
Invesco
Georgia
$1.3M 125,219 -22,505 -15%
BTS
10
BB&T Securities
Virginia
$1.16M 111,981 -1,465 -1%
RJA
11
Raymond James & Associates
Florida
$1.11M 106,594 +31,614 +42%
SMC
12
Smith, Moore & Co
Missouri
$786K 75,766 +915 +1%
SPIA
13
Steward Partners Investment Advisory
New York
$686K 66,117 -126 -0.2%
LPL Financial
14
LPL Financial
California
$608K 58,576 +2,275 +4%
DA
15
Doliver Advisors
Texas
$480K 46,241 +46,241 New
CA
16
Cetera Advisors
Colorado
$413K 39,843 +39,843 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$352K 33,945 -5,459 -14%
Bank of America
18
Bank of America
North Carolina
$330K 31,807 -15,505 -33%
Ameriprise
19
Ameriprise
Minnesota
$313K 30,176 -4,274 -12%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$309K 31,468 – –
NMC
21
Nine Masts Capital
Hong Kong
$307K 29,600 +21,300 +257%
CBA
22
Coastal Bridge Advisors
Connecticut
$260K 25,000 +25,000 New
MA
23
Mutual Advisors
Nebraska
$200K 19,258 +59 +0.3%
AW
24
ACG Wealth
Georgia
$199K 19,148 -583 -3%
RCG
25
Ruggie Capital Group
Florida
$176K 17,000 – –
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