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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51 hedge funds and large institutions have $55.5M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
51
Holders Change
+6
Holders Change %
+13.33%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
22
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$6.43M
2
WAM
2
Wolverine Asset Management
Illinois
$1.9M
3
DA
3
Doliver Advisors
Texas
$1.4M
4
Cohen & Steers
4
Cohen & Steers
New York
$4.83M
5
NMC
5
Nine Masts Capital
Hong Kong
$1.13M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.4M
2
Invesco
2
Invesco
Georgia
$682K
3
AAM
3
Advisors Asset Management
Colorado
$6.32M
4
RCG
4
Ruggie Capital Group
Florida
$0
5
CA
5
Cetera Advisors
Colorado
$226K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13.4M 1,389,176 -632,592 -31%
CWM
2
Cornerstone Wealth Management
Missouri
$6.43M 80,890 +29,879 +59%
AAM
3
Advisors Asset Management
Colorado
$6.32M 658,532 -45,110 -6%
Wells Fargo
4
Wells Fargo
California
$4.95M 515,457 +503 +0.1%
Cohen & Steers
5
Cohen & Steers
New York
$4.83M 502,726 +91,501 +22%
WAM
6
Wolverine Asset Management
Illinois
$1.9M 197,826 +197,826 New
GC
7
Guggenheim Capital
Illinois
$1.77M 184,395 -2,074 -1%
GFPC
8
Global Financial Private Capital
Florida
$1.56M 162,160 +5,250 +3%
DA
9
Doliver Advisors
Texas
$1.4M 145,775 +99,534 +215%
CIA
10
Capital Investment Advisors
Georgia
$1.38M 143,477 -9,369 -6%
BTS
11
BB&T Securities
Virginia
$1.21M 125,571 +13,590 +12%
NMC
12
Nine Masts Capital
Hong Kong
$1.13M 119,000 +89,400 +302%
RJA
13
Raymond James & Associates
Florida
$902K 93,837 -12,757 -12%
SMC
14
Smith, Moore & Co
Missouri
$729K 75,875 +109 +0.1%
Invesco
15
Invesco
Georgia
$682K 70,987 -54,232 -43%
SPIA
16
Steward Partners Investment Advisory
New York
$645K 67,136 +1,019 +2%
SI
17
Stephens Inc
Arkansas
$593K 61,735 +61,735 New
Millennium Management
18
Millennium Management
New York
$569K 59,265 +42,630 +256%
LPL Financial
19
LPL Financial
California
$567K 58,980 +404 +0.7%
Ameriprise
20
Ameriprise
Minnesota
$375K 38,956 +8,780 +29%
SIA
21
Sit Investment Associates
Minnesota
$349K 36,300 +36,300 New
Bank of America
22
Bank of America
North Carolina
$346K 35,960 +4,153 +13%
MCM
23
Manchester Capital Management
Vermont
$343K 2,049 +2,049 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$309K 32,120 -1,825 -5%
UBS Group
25
UBS Group
Switzerland
$278K 28,917 +15,149 +110%
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