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 $36.4M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 9 closing their positions.

Holders
49
Holders Change
-4
Holders Change %
-7.55%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
15
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CBA
1
Coastal Bridge Advisors
Connecticut
$9.92M 1,659,174 +15,828 +1%
Morgan Stanley
2
Morgan Stanley
New York
$6.87M 1,148,007 -12,593 -1%
AAM
3
Advisors Asset Management
Colorado
$3.5M 585,852 +45,787 +8%
SCM
4
Saba Capital Management
New York
$3.35M 560,827 +171,162 +44%
RCM
5
Rivernorth Capital Management
Florida
$1.9M 317,804
Cohen & Steers
6
Cohen & Steers
New York
$1.47M 245,800 -38,346 -13%
Osaic Holdings
7
Osaic Holdings
Arizona
$996K 166,528 +6,865 +4%
LPL Financial
8
LPL Financial
California
$923K 154,427 +109,314 +242%
RJA
9
Raymond James & Associates
Florida
$914K 152,792 -12,791 -8%
PAG
10
Private Advisor Group
New Jersey
$644K 107,664 -10,491 -9%
Ameriprise
11
Ameriprise
Minnesota
$612K 102,414 -16,361 -14%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$565K 94,471 +94,471 New
WAM
13
Wolverine Asset Management
Illinois
$486K 81,252 -30,252 -27%
BRWA
14
B. Riley Wealth Advisors
Florida
$419K 70,000 +6,000 +9%
QC
15
Quantedge Capital
Singapore
$335K 55,946 -28,142 -33%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$310K 51,920 +1,016 +2%
SIA
17
Schechter Investment Advisors
Michigan
$293K 48,964 +48,964 New
Wells Fargo
18
Wells Fargo
California
$283K 47,373 -1 -0%
UBS Group
19
UBS Group
Switzerland
$257K 43,009 +544 +1%
AWA
20
Arete Wealth Advisors
Illinois
$222K 5,435 -247 -4%
Truist Financial
21
Truist Financial
North Carolina
$203K 33,950 -500 -1%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$165K 27,642 +1,308 +5%
CIA
23
Capital Investment Advisors
Georgia
$154K 25,828 +67 +0.3%
RPCONE
24
Retirement Planning Company of New England
Rhode Island
$140K 23,457 +1,234 +6%
Stifel Financial
25
Stifel Financial
Missouri
$138K 23,081 -228 -1%