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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50 hedge funds and large institutions have $56.1M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
50
Holders Change
+7
Holders Change %
+16.28%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
18
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AG
1
Advisor Group
Arizona
$2.23M
2
Truist Financial
2
Truist Financial
North Carolina
$1.27M
3
Invesco
3
Invesco
Georgia
$2.37M
4
Morgan Stanley
4
Morgan Stanley
New York
$13M
5
KACA
5
Kayne Anderson Capital Advisors
California
$3.04M

Top Sellers

1
HHAM
1
HITE Hedge Asset Management
Massachusetts
$0
2
Wells Fargo
2
Wells Fargo
California
$3.23M
3
SIA
3
Sit Investment Associates
Minnesota
$2.58M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$400K
5
CIA
5
Capital Investment Advisors
Georgia
$796K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13M 1,392,837 +77,852 +6%
Cohen & Steers
2
Cohen & Steers
New York
$6.72M 719,811 -8,143 -1%
AAM
3
Advisors Asset Management
Colorado
$4.83M 517,516 +65,553 +15%
CBA
4
Coastal Bridge Advisors
Connecticut
$3.6M 385,519 +67,738 +21%
Wells Fargo
5
Wells Fargo
California
$3.23M 346,169 -45,737 -12%
KACA
6
Kayne Anderson Capital Advisors
California
$3.04M 325,400 +70,000 +27%
SIA
7
Sit Investment Associates
Minnesota
$2.58M 276,087 -23,879 -8%
Invesco
8
Invesco
Georgia
$2.37M 254,209 +135,067 +113%
AG
9
Advisor Group
Arizona
$2.23M 238,585 +143,488 +151%
Truist Financial
10
Truist Financial
North Carolina
$1.27M 135,808 +135,808 New
JWCA
11
J.W. Cole Advisors
Florida
$1.17M 124,833 +124,833 New
Ameriprise
12
Ameriprise
Minnesota
$916K 95,682 +46,992 +97%
LPL Financial
13
LPL Financial
California
$901K 96,560 +28,600 +42%
GC
14
Guggenheim Capital
Illinois
$892K 95,652 +23,399 +32%
RJA
15
Raymond James & Associates
Florida
$869K 93,092 -2,007 -2%
CIA
16
Capital Investment Advisors
Georgia
$796K 85,300 -8,280 -9%
APW
17
Aurora Private Wealth
New Jersey
$755K 80,950 +80,950 New
UBS Group
18
UBS Group
Switzerland
$696K 74,558 +4,992 +7%
CA
19
Cambridge Advisors
Nebraska
$584K 62,578 +35,603 +132%
MCM
20
Manchester Capital Management
Vermont
$488K 2,017 +300 +17%
SPIA
21
Steward Partners Investment Advisory
New York
$438K 46,957 -835 -2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$413K 44,311 +4,916 +12%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$400K 42,819 -11,000 -20%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$374K 40,071 +53 +0.1%
ACM
25
Arlington Capital Management
Illinois
$360K 38,560 -5,306 -12%
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