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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53 hedge funds and large institutions have $257M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 0 closing their positions.

Holders
53
Holders Change
+10
Holders Change %
+23.26%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
18
Reduced
12
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$221M
2
SCM
2
Saba Capital Management
New York
$2.36M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.02M
4
AAM
4
Advisors Asset Management
Colorado
$3.27M
5
CBA
5
Coastal Bridge Advisors
Connecticut
$9.94M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$273K
2
PAG
2
Private Advisor Group
New Jersey
$711K
3
Cohen & Steers
3
Cohen & Steers
New York
$1.72M
4
Bank of America
4
Bank of America
North Carolina
$1.86K
5
Wells Fargo
5
Wells Fargo
California
$287K
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$221M 5,682 +5,682 New
CBA
2
Coastal Bridge Advisors
Connecticut
$9.94M 1,643,346 +33,713 +2%
Morgan Stanley
3
Morgan Stanley
New York
$7.02M 1,160,600 +57,294 +5%
AAM
4
Advisors Asset Management
Colorado
$3.27M 540,065 +37,021 +7%
SCM
5
Saba Capital Management
New York
$2.36M 389,665 +389,665 New
RCM
6
Rivernorth Capital Management
Florida
$1.92M 317,804 – –
Cohen & Steers
7
Cohen & Steers
New York
$1.72M 284,146 -42,305 -13%
CA
8
CoreCap Advisors
Michigan
$1.32M 217,675 +4,300 +2%
RJA
9
Raymond James & Associates
Florida
$1M 165,583 +2,069 +1%
Osaic Holdings
10
Osaic Holdings
Arizona
$967K 159,663 -12,650 -7%
Ameriprise
11
Ameriprise
Minnesota
$719K 118,775 -6,345 -5%
PAG
12
Private Advisor Group
New Jersey
$711K 118,155 -48,750 -29%
WAM
13
Wolverine Asset Management
Illinois
$675K 111,504 +32,429 +41%
QC
14
Quantedge Capital
Singapore
$509K 84,088 +6,300 +8%
BRWA
15
B. Riley Wealth Advisors
Florida
$387K 64,000 +3,500 +6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$308K 50,904 -6,018 -11%
Wells Fargo
17
Wells Fargo
California
$287K 47,374 -19,172 -29%
LPL Financial
18
LPL Financial
California
$273K 45,113 -130,108 -74%
UBS Group
19
UBS Group
Switzerland
$257K 42,465 +4,107 +11%
Truist Financial
20
Truist Financial
North Carolina
$208K 34,450 -1,900 -5%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$192K 31,743 +5,151 +19%
ACM
22
Arlington Capital Management
Illinois
$189K 31,192 +31,192 New
AC
23
Almitas Capital
California
$175K 28,890 +28,890 New
Walleye Capital
24
Walleye Capital
New York
$173K 28,622 +9,539 +50%
CA
25
Cornerstone Advisors
North Carolina
$161K 26,552 +26,552 New
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