FPL

FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND

Delisted

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

49 hedge funds and large institutions have $33.4M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.62M 1,459,192 +8,688 +0.6%
CBA
2
Coastal Bridge Advisors
Connecticut
$4.11M 695,238 +3,519 +0.5%
Cohen & Steers
3
Cohen & Steers
New York
$4M 676,039
AAM
4
Advisors Asset Management
Colorado
$3.68M 623,121 -24,009 -4%
RCM
5
Rivernorth Capital Management
Florida
$1.96M 330,852 -163,813 -33%
Ameriprise
6
Ameriprise
Minnesota
$1.35M 228,691 -19,806 -8%
LPL Financial
7
LPL Financial
California
$1.19M 202,098 -11,443 -5%
RJA
8
Raymond James & Associates
Florida
$1.04M 176,616 +17,974 +11%
APW
9
Aurora Private Wealth
New Jersey
$581K 98,278 +3,700 +4%
UBS Group
10
UBS Group
Switzerland
$527K 89,018 -2,390 -3%
Osaic Holdings
11
Osaic Holdings
Arizona
$526K 88,905 -13,675 -13%
SIA
12
Sit Investment Associates
Minnesota
$521K 88,229
Wells Fargo
13
Wells Fargo
California
$477K 80,714 -111,574 -58%
PAG
14
Private Advisor Group
New Jersey
$441K 74,637 +56,011 +301%
GC
15
Guggenheim Capital
Illinois
$417K 70,623 -28,016 -28%
SKK
16
Shepherd Kaplan Krochuk
Massachusetts
$396K 67,040
Truist Financial
17
Truist Financial
North Carolina
$364K 61,674 -20,130 -25%
NL
18
NWAM LLC
Washington
$311K 52,632
Invesco
19
Invesco
Georgia
$301K 50,979 -26,872 -35%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$296K 50,078 +857 +2%
SPIA
21
Steward Partners Investment Advisory
New York
$269K 45,561 -2,342 -5%
Bank of America
22
Bank of America
North Carolina
$218K 36,967 -2,165 -6%
ACM
23
Arlington Capital Management
Illinois
$213K 36,106 +36,106 New
CIA
24
Capital Investment Advisors
Georgia
$206K 34,881 +64 +0.2%
BRWM
25
B. Riley Wealth Management
Tennessee
$183K 31,000