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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46 hedge funds and large institutions have $40.4M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
46
Holders Change
-3
Holders Change %
-6.12%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
17
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$5.39M
2
CA
2
CoreCap Advisors
Michigan
$1.95M
3
Invesco
3
Invesco
Georgia
$368K
4
CBA
4
Coastal Bridge Advisors
Connecticut
$10.3M
5
AAM
5
Advisors Asset Management
Colorado
$3.71M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$361K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$740K
3
AWA
3
Arete Wealth Advisors
Illinois
$0
4
CIA
4
Capital Investment Advisors
Georgia
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CBA
1
Coastal Bridge Advisors
Connecticut
$10.3M 1,705,355 +46,181 +3%
Morgan Stanley
2
Morgan Stanley
New York
$6.87M 1,141,544 -6,463 -0.6%
SCM
3
Saba Capital Management
New York
$5.39M 896,025 +335,198 +60%
AAM
4
Advisors Asset Management
Colorado
$3.71M 616,291 +30,439 +5%
CA
5
CoreCap Advisors
Michigan
$1.95M 323,650 +323,650 New
RCM
6
Rivernorth Capital Management
Florida
$1.91M 317,904 +100 +0%
Cohen & Steers
7
Cohen & Steers
New York
$1.48M 245,800 – –
RJA
8
Raymond James & Associates
Florida
$870K 144,537 -8,255 -5%
PAG
9
Private Advisor Group
New Jersey
$760K 117,455 +9,791 +9%
Osaic Holdings
10
Osaic Holdings
Arizona
$740K 122,853 -43,675 -26%
Ameriprise
11
Ameriprise
Minnesota
$673K 114,233 +11,819 +12%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$619K 102,744 +8,273 +9%
WAM
13
Wolverine Asset Management
Illinois
$551K 91,597 +10,345 +13%
BRWA
14
B. Riley Wealth Advisors
Florida
$397K 66,000 -4,000 -6%
Invesco
15
Invesco
Georgia
$368K 61,111 +61,111 New
LPL Financial
16
LPL Financial
California
$361K 59,897 -94,530 -61%
QC
17
Quantedge Capital
Singapore
$334K 55,446 -500 -0.9%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$313K 51,920 – –
SIA
19
Schechter Investment Advisors
Michigan
$295K 48,964 – –
Wells Fargo
20
Wells Fargo
California
$282K 46,807 -566 -1%
Truist Financial
21
Truist Financial
North Carolina
$190K 31,501 -2,449 -7%
UBS Group
22
UBS Group
Switzerland
$153K 25,408 -17,601 -41%
OC
23
Oppenheimer & Co
New York
$147K 24,337 +7,094 +41%
RPCONE
24
Retirement Planning Company of New England
Rhode Island
$146K 24,187 +730 +3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$142K 23,640 -280 -1%
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