FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND
FPL
FPL was delisted on the 3rd of May, 2024.
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.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
3% less capital invested
Capital invested by funds: $31.8M → $30.8M (-$983K)
8% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 13
2% less funds holding
Funds holding: 44 → 43 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CBA
Coastal Bridge Advisors
Westport,
Connecticut
|
+$1.39M |
| 2 |
Morgan Stanley
New York
|
+$519K |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$369K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$334K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$215K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$814K |
| 2 |
Cohen & Steers
New York
|
-$241K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$206K |
| 4 |
Walleye Capital
New York
|
-$194K |
| 5 |
LPL Financial
San Diego,
California
|
-$184K |
FPL Hedge Fund Activity: Q3 2022 in Review
43 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) for Q3 2022, worth a combined $30.8M — down 3.1% from $31.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FPL positions and 5 closed out — a net gain of 1 holder — while 12 added to existing stakes and 13 trimmed.
The largest buyer was Coastal Bridge Advisors, adding an estimated $1.39M. The largest seller was Ameriprise, cutting an estimated $814K.
- 43 institutional investors held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) as of Q3 2022, down from 44 in Q2 2022.
- Funds reported $30.8M of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND stock for Q3 2022, down 3.1% quarter-over-quarter.
- 6 funds opened new FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND positions in Q3 2022 and 5 closed out, a net change of +1 holder.
- The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND buyer in Q3 2022 was Coastal Bridge Advisors, an estimated $1.39M added.
- The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND seller in Q3 2022 was Ameriprise, an estimated $814K sold.
Based on aggregated 13F filings for Q3 2022.