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

43 hedge funds and large institutions have $30.8M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
6
Increased
12
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CBA
1
Coastal Bridge Advisors
Connecticut
$8.82M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.05M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$332K
4
AAM
4
Advisors Asset Management
Colorado
$2.76M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$944K

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$694K
2
Cohen & Steers
2
Cohen & Steers
New York
$1.79M
3
PAG
3
Private Advisor Group
New Jersey
$915K
4
Walleye Capital
4
Walleye Capital
New York
$105K
5
LPL Financial
5
LPL Financial
California
$960K
Name Market Value Shares Shares
Change 		Shares
Change %
CBA
1
Coastal Bridge Advisors
Connecticut
$8.82M 1,609,633 +227,477 +16%
Morgan Stanley
2
Morgan Stanley
New York
$6.05M 1,103,306 +85,072 +8%
AAM
3
Advisors Asset Management
Colorado
$2.76M 503,044 +54,834 +12%
Cohen & Steers
4
Cohen & Steers
New York
$1.79M 326,451 -39,530 -11%
RCM
5
Rivernorth Capital Management
Florida
$1.74M 317,804 – –
CA
6
CoreCap Advisors
Michigan
$1.17M 213,375 +2,000 +0.9%
LPL Financial
7
LPL Financial
California
$960K 175,221 -30,195 -15%
Osaic Holdings
8
Osaic Holdings
Arizona
$944K 172,313 +35,275 +26%
PAG
9
Private Advisor Group
New Jersey
$915K 166,905 -33,825 -17%
RJA
10
Raymond James & Associates
Florida
$896K 163,514 -1,521 -0.9%
Ameriprise
11
Ameriprise
Minnesota
$694K 125,120 -133,587 -52%
WAM
12
Wolverine Asset Management
Illinois
$433K 79,075 +353 +0.4%
QC
13
Quantedge Capital
Singapore
$426K 77,788 -6,498 -8%
Wells Fargo
14
Wells Fargo
California
$365K 66,546 +536 +0.8%
BRWA
15
B. Riley Wealth Advisors
Florida
$332K 60,500 +60,500 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$312K 56,922 +5,257 +10%
UBS Group
17
UBS Group
Switzerland
$210K 38,358 +8,490 +28%
Truist Financial
18
Truist Financial
North Carolina
$199K 36,350 -5,400 -13%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$194K 35,335 -757 -2%
Bank of America
20
Bank of America
North Carolina
$180K 32,857 -1,700 -5%
CIA
21
Capital Investment Advisors
Georgia
$162K 29,568 -720 -2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$145K 26,592 -4,221 -14%
SIA
23
Sit Investment Associates
Minnesota
$118K 21,500 – –
Stifel Financial
24
Stifel Financial
Missouri
$117K 21,435 +21,435 New
NA
25
Nottingham Advisors
New York
$115K 21,000 – –
1
2