FPL

FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND

Delisted

FPL was delisted on the 3rd of May, 2024.

43 hedge funds and large institutions have $49M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
43
Holders Change
-3
Holders Change %
-6.52%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
18
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$12.3M 1,314,985 -28,116 -2%
Cohen & Steers
2
Cohen & Steers
New York
$6.79M 727,954 +143,027 +24%
AAM
3
Advisors Asset Management
Colorado
$4.22M 451,963 +14,014 +3%
Wells Fargo
4
Wells Fargo
California
$3.66M 391,906 +87,717 +29%
CBA
5
Coastal Bridge Advisors
Connecticut
$2.97M 317,781 +51,928 +20%
SIA
6
Sit Investment Associates
Minnesota
$2.8M 299,966 -72,502 -19%
KACA
7
Kayne Anderson Capital Advisors
California
$2.38M 255,400 +32,700 +15%
HHAM
8
HITE Hedge Asset Management
Massachusetts
$1.9M 204,100 -14,333 -7%
BTS
9
BB&T Securities
Virginia
$1.3M 139,227 +295 +0.2%
Invesco
10
Invesco
Georgia
$1.11M 119,142 +102,519 +617%
RJA
11
Raymond James & Associates
Florida
$887K 95,099 +5,552 +6%
AG
12
Advisor Group
Arizona
$887K 95,097 +74,088 +353%
CIA
13
Capital Investment Advisors
Georgia
$873K 93,580 -5,017 -5%
GC
14
Guggenheim Capital
Illinois
$674K 72,253 -35,365 -33%
UBS Group
15
UBS Group
Switzerland
$649K 69,566 +27,822 +67%
LPL Financial
16
LPL Financial
California
$634K 67,960 -9,438 -12%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$502K 53,819 -4,281 -7%
Ameriprise
18
Ameriprise
Minnesota
$454K 48,690 +4,282 +10%
SPIA
19
Steward Partners Investment Advisory
New York
$445K 47,792 +310 +0.7%
ACM
20
Arlington Capital Management
Illinois
$409K 43,866 -7,792 -15%
MCM
21
Manchester Capital Management
Vermont
$400K 1,717 -96 -5%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$373K 40,018 -516 -1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$368K 39,395 +27,245 +224%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$328K 35,136 -116 -0.3%
CA
25
Cambridge Advisors
Nebraska
$252K 26,975 +6,157 +30%