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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56 hedge funds and large institutions have $39.7M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 12 closing their positions.

Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
17
Increased
15
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Wolverine Asset Management
Illinois
$3.23M
2
CRC
2
Curi RMB Capital
Illinois
$773K
3
CCP
3
Clough Capital Partners
Massachusetts
$611K
4
DA
4
Doliver Advisors
Texas
$1.69M
5
CA
5
Cornerstone Advisors
North Carolina
$518K

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$0
2
Wells Fargo
2
Wells Fargo
California
$2.55M
3
NMC
3
Nine Masts Capital
Hong Kong
$0
4
Invesco
4
Invesco
Georgia
$0
5
SI
5
Stephens Inc
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$9.97M 1,322,613 -66,563 -5%
AAM
2
Advisors Asset Management
Colorado
$4.92M 652,651 -5,881 -0.9%
Cohen & Steers
3
Cohen & Steers
New York
$4.24M 562,783 +60,057 +12%
WAM
4
Wolverine Asset Management
Illinois
$3.23M 428,832 +231,006 +117%
Wells Fargo
5
Wells Fargo
California
$2.55M 338,065 -177,392 -34%
DA
6
Doliver Advisors
Texas
$1.69M 224,177 +78,402 +54%
GFPC
7
Global Financial Private Capital
Florida
$1.18M 156,560 -5,600 -3%
BTS
8
BB&T Securities
Virginia
$1.07M 141,426 +15,855 +13%
GC
9
Guggenheim Capital
Illinois
$1M 132,796 -51,599 -28%
CIA
10
Capital Investment Advisors
Georgia
$996K 132,055 -11,422 -8%
CRC
11
Curi RMB Capital
Illinois
$773K 102,552 +102,552 New
SIA
12
Sit Investment Associates
Minnesota
$737K 97,704 +61,404 +169%
CCP
13
Clough Capital Partners
Massachusetts
$611K 81,000 +81,000 New
RJA
14
Raymond James & Associates
Florida
$554K 73,535 -20,302 -22%
CA
15
Cornerstone Advisors
North Carolina
$518K 68,645 +68,645 New
LPL Financial
16
LPL Financial
California
$432K 57,356 -1,624 -3%
SMC
17
Smith, Moore & Co
Missouri
$397K 52,598 -23,277 -31%
SPIA
18
Steward Partners Investment Advisory
New York
$366K 48,616 -18,520 -28%
WAM
19
Weiss Asset Management
Massachusetts
$357K 47,342 +47,342 New
MCM
20
Manchester Capital Management
Vermont
$352K 2,110 +61 +3%
MWM
21
Merriman Wealth Management
Washington
$332K 41,651 +41,651 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$282K 37,438 +5,318 +17%
HI
23
HBK Investments
Texas
$273K 36,203 +36,203 New
UBS Group
24
UBS Group
Switzerland
$237K 31,482 +2,565 +9%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$236K 31,237 +3,733 +14%
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