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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46 hedge funds and large institutions have $26.4M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
46
Holders Change
-2
Holders Change %
-4.17%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
17
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CBA
1
Coastal Bridge Advisors
Connecticut
$3.07M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.73M
3
Wells Fargo
3
Wells Fargo
California
$1.81M
4
RCM
4
Rivernorth Capital Management
Florida
$311K
5
RJA
5
Raymond James & Associates
Florida
$624K

Top Sellers

1
APW
1
Aurora Private Wealth
New Jersey
$409K
2
Morgan Stanley
2
Morgan Stanley
New York
$4.79M
3
Deutsche Bank
3
Deutsche Bank
Germany
$0
4
ACM
4
Arlington Capital Management
Illinois
$0
5
SF
5
Synovus Financial
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.79M 1,113,146 -62,489 -5%
AAM
2
Advisors Asset Management
Colorado
$3.16M 735,222 +56,736 +8%
Cohen & Steers
3
Cohen & Steers
New York
$3.1M 719,811 – –
CBA
4
Coastal Bridge Advisors
Connecticut
$3.07M 714,249 +257,884 +57%
Wells Fargo
5
Wells Fargo
California
$1.81M 421,938 +78,885 +23%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.73M 402,579 +137,760 +52%
Invesco
7
Invesco
Georgia
$1.35M 313,300 +8,514 +3%
LPL Financial
8
LPL Financial
California
$715K 166,391 +63,118 +61%
Truist Financial
9
Truist Financial
North Carolina
$646K 150,247 +10,470 +7%
RJA
10
Raymond James & Associates
Florida
$624K 145,091 +70,488 +94%
GC
11
Guggenheim Capital
Illinois
$537K 124,813 +6,149 +5%
MCM
12
Manchester Capital Management
Vermont
$496K 2,067 – –
APW
13
Aurora Private Wealth
New Jersey
$409K 95,208 -70,080 -42%
Ameriprise
14
Ameriprise
Minnesota
$392K 91,225 +22,392 +33%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$334K 77,660 +19,760 +34%
SIA
16
Sit Investment Associates
Minnesota
$324K 75,329 +12,000 +19%
RCM
17
Rivernorth Capital Management
Florida
$311K 72,229 +72,229 New
UBS Group
18
UBS Group
Switzerland
$301K 69,925 -2,633 -4%
DA
19
Doliver Advisors
Texas
$291K 67,618 +16,359 +32%
CIA
20
Capital Investment Advisors
Georgia
$243K 56,623 -12,784 -18%
SPIA
21
Steward Partners Investment Advisory
New York
$240K 55,707 +2,296 +4%
AWM
22
Adams Wealth Management
Utah
$226K 52,643 +34,207 +186%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$178K 41,419 -2,000 -5%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$136K 31,552 -2,796 -8%
JWCA
25
J.W. Cole Advisors
Florida
$135K 31,292 +31,292 New
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