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FPL

FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND

Delisted

FPL was delisted on the 3rd of May, 2024.

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$25.9M +$4.1M +320,062 +19%
Wells Fargo
2
Wells Fargo
California
$10.4M +$419K +32,662 +4%
AAM
3
Advisors Asset Management
Colorado
$7.02M +$63.7K +4,967 +0.9%
Invesco
4
Invesco
Georgia
$5.26M -$381K -29,696 -7%
Cohen & Steers
5
Cohen & Steers
New York
$2.96M
SIA
6
Sit Investment Associates
Minnesota
$1.7M +$1.09M +84,810 +179%
GC
7
Guggenheim Capital
Illinois
$1.04M -$89.8K -7,009 -8%
IH
8
IFC Holdings
Florida
$946K +$133K +10,350 +16%
HighTower Advisors
9
HighTower Advisors
Illinois
$865K +$143K +11,125 +20%
Bank of America
10
Bank of America
North Carolina
$856K +$64.3K +5,020 +8%
LPL Financial
11
LPL Financial
California
$599K -$167K -13,028 -22%
Ameriprise
12
Ameriprise
Minnesota
$472K -$40.3K -3,143 -8%
UBS Group
13
UBS Group
Switzerland
$381K +$251K +19,549 +194%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$373K +$39K +3,043 +12%
BTS
15
BB&T Securities
Virginia
$372K
SI
16
SII Investments
Wisconsin
$368K -$71.7K -5,591 -16%
AW
17
ACG Wealth
Georgia
$360K +$5.51K +430 +2%
RJA
18
Raymond James & Associates
Florida
$322K +$30.1K +2,345 +10%
DA
19
Doliver Advisors
Texas
$278K -$54.8K -4,277 -17%
SMC
20
Smith, Moore & Co
Missouri
$260K
AIA
21
Allegis Investment Advisors
Idaho
$237K +$66.1K +5,158 +39%
CWM
22
Cornerstone Wealth Management
Missouri
$218K -$25.9K -2,020 -11%
MCM
23
Marathon Capital Management
Maryland
$212K +$22.8K +1,777 New
Citadel Advisors
24
Citadel Advisors
Florida
$187K +$187K +14,561 New
CL
25
CPWM LLC
Washington
$169K -$23.3K -1,814 -12%