FPL

FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND
FPL

Overview Fund Activity
Delisted

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

Back to rankings

48 hedge funds and large institutions have $20.2M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 10 closing their positions.

Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
14
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$2.44M
2
APW
2
Aurora Private Wealth
New Jersey
$595K
3
CBA
3
Coastal Bridge Advisors
Connecticut
$1.64M
4
DA
4
Doliver Advisors
Texas
$221K
5
Invesco
5
Invesco
Georgia
$1.1M

Top Sellers

1
KACA
1
Kayne Anderson Capital Advisors
California
$0
2
JWCA
2
J.W. Cole Advisors
Florida
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$4.23M
4
SIA
4
Sit Investment Associates
Minnesota
$228K
5
CA
5
Cambridge Advisors
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.23M 1,175,635 -217,202 -16%
Cohen & Steers
2
Cohen & Steers
New York
$2.59M 719,811 – –
AAM
3
Advisors Asset Management
Colorado
$2.44M 678,486 +160,970 +31%
CBA
4
Coastal Bridge Advisors
Connecticut
$1.64M 456,365 +70,846 +18%
Wells Fargo
5
Wells Fargo
California
$1.24M 343,053 -3,116 -0.9%
Invesco
6
Invesco
Georgia
$1.1M 304,786 +50,577 +20%
Osaic Holdings
7
Osaic Holdings
Arizona
$952K 264,819 +264,819 New
APW
8
Aurora Private Wealth
New Jersey
$595K 165,288 +84,338 +104%
Truist Financial
9
Truist Financial
North Carolina
$503K 139,777 +3,969 +3%
MCM
10
Manchester Capital Management
Vermont
$497K 2,067 +50 +2%
GC
11
Guggenheim Capital
Illinois
$428K 118,664 +23,012 +24%
LPL Financial
12
LPL Financial
California
$372K 103,273 +6,713 +7%
RJA
13
Raymond James & Associates
Florida
$269K 74,603 -18,489 -20%
UBS Group
14
UBS Group
Switzerland
$261K 72,558 -2,000 -3%
CIA
15
Capital Investment Advisors
Georgia
$250K 69,407 -15,893 -19%
Ameriprise
16
Ameriprise
Minnesota
$248K 68,833 -26,849 -28%
SIA
17
Sit Investment Associates
Minnesota
$228K 63,329 -212,758 -77%
DA
18
Doliver Advisors
Texas
$221K 51,259 +51,259 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$208K 57,900 +13,589 +31%
SPIA
20
Steward Partners Investment Advisory
New York
$192K 53,411 +6,454 +14%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$156K 43,419 +600 +1%
Deutsche Bank
22
Deutsche Bank
Germany
$151K 41,911 +25,916 +162%
ACM
23
Arlington Capital Management
Illinois
$131K 36,332 -2,228 -6%
SF
24
Synovus Financial
Georgia
$127K 35,083 +35,083 New
RJFSA
25
Raymond James Financial Services Advisors
Florida
$124K 34,348 -5,723 -14%
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