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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
$28.5M +$1.26M +93,657 +5%
Wells Fargo
2
Wells Fargo
California
$12.4M +$1.45M +107,394 +13%
AAM
3
Advisors Asset Management
Colorado
$9.82M +$2.43M +179,762 +33%
Invesco
4
Invesco
Georgia
$5.51M -$32K -2,373 -0.6%
Cohen & Steers
5
Cohen & Steers
New York
$3.11M
Bank of America
6
Bank of America
North Carolina
$1.53M +$627K +46,471 +70%
IH
7
IFC Holdings
Florida
$1M +$7.96K +590 +0.8%
HighTower Advisors
8
HighTower Advisors
Illinois
$958K +$44.8K +3,320 +5%
SMC
9
Smith, Moore & Co
Missouri
$900K +$624K +46,272 +229%
LPL Financial
10
LPL Financial
California
$833K +$222K +16,443 +36%
Ameriprise
11
Ameriprise
Minnesota
$665K +$167K +12,393 +34%
SI
12
SII Investments
Wisconsin
$499K +$106K +7,861 +27%
AW
13
ACG Wealth
Georgia
$468K +$89.6K +6,638 +24%
BTS
14
BB&T Securities
Virginia
$466K +$97.3K +7,210 +26%
SIA
15
Sit Investment Associates
Minnesota
$454K -$1.33M -98,690 -75%
GC
16
Guggenheim Capital
Illinois
$400K -$694K -51,403 -63%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$392K
RJA
18
Raymond James & Associates
Florida
$379K +$40.1K +2,973 +12%
CCP
19
Cardan Capital Partners
Colorado
$323K +$323K +23,904 New
DA
20
Doliver Advisors
Texas
$318K +$24.9K +1,845 +9%
UBS Group
21
UBS Group
Switzerland
$303K -$97.6K -7,234 -24%
AIA
22
Allegis Investment Advisors
Idaho
$289K +$39.2K +2,902 +16%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$272K +$168K +12,427 +162%
CWM
24
Cornerstone Wealth Management
Missouri
$215K -$13.5K -1,000 -6%
IA
25
IFP Advisors
Florida
$214K +$50.6K +3,750 +31%