FPL

FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND

Delisted

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

46 hedge funds and large institutions have $32.4M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 11 closing their positions.

Holders
46
Holders Change
-6
Holders Change %
-11.54%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.73M 1,450,504 +231,002 +19%
CBA
2
Coastal Bridge Advisors
Connecticut
$3.69M 691,719 -299,346 -30%
Cohen & Steers
3
Cohen & Steers
New York
$3.6M 676,039 -43,772 -6%
AAM
4
Advisors Asset Management
Colorado
$3.45M 647,130 +49,371 +8%
RCM
5
Rivernorth Capital Management
Florida
$2.64M 494,665 -373,192 -43%
Ameriprise
6
Ameriprise
Minnesota
$1.32M 248,497 +49,750 +25%
LPL Financial
7
LPL Financial
California
$1.14M 213,541 -6,462 -3%
Wells Fargo
8
Wells Fargo
California
$1.03M 192,288 -57,269 -23%
QC
9
Quantedge Capital
Singapore
$884K 165,822 -173,617 -51%
RJA
10
Raymond James & Associates
Florida
$846K 158,642 +31,178 +24%
Osaic Holdings
11
Osaic Holdings
Arizona
$547K 102,580 -22,325 -18%
GC
12
Guggenheim Capital
Illinois
$526K 98,639 -2,738 -3%
APW
13
Aurora Private Wealth
New Jersey
$504K 94,578 +3,450 +4%
UBS Group
14
UBS Group
Switzerland
$487K 91,408 -1,519 -2%
SIA
15
Sit Investment Associates
Minnesota
$470K 88,229 +1,800 +2%
Truist Financial
16
Truist Financial
North Carolina
$436K 81,804 -3,153 -4%
Invesco
17
Invesco
Georgia
$415K 77,851 -108,763 -58%
SKK
18
Shepherd Kaplan Krochuk
Massachusetts
$357K 67,040
NL
19
NWAM LLC
Washington
$281K 52,632 +10,019 +24%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$262K 49,221 -2,702 -5%
SPIA
21
Steward Partners Investment Advisory
New York
$255K 47,903 +4,018 +9%
Bank of America
22
Bank of America
North Carolina
$209K 39,132 +7,775 +25%
CIA
23
Capital Investment Advisors
Georgia
$186K 34,817 -8,203 -19%
BRWM
24
B. Riley Wealth Management
Tennessee
$165K 31,000 +7,000 +29%
JWCA
25
J.W. Cole Advisors
Florida
$129K 24,257 -4,958 -17%