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FPL

FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND
FPL

Delisted

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

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Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.97M -$571K -66,563 -5%
AAM
2
Advisors Asset Management
Colorado
$4.92M -$50.4K -5,881 -0.9%
Cohen & Steers
3
Cohen & Steers
New York
$4.24M +$515K +60,057 +12%
WAM
4
Wolverine Asset Management
Illinois
$3.23M +$1.98M +231,006 +117%
Wells Fargo
5
Wells Fargo
California
$2.55M -$1.52M -177,392 -34%
DA
6
Doliver Advisors
Texas
$1.69M +$672K +78,402 +54%
GFPC
7
Global Financial Private Capital
Florida
$1.18M -$48K -5,600 -3%
BTS
8
BB&T Securities
Virginia
$1.07M +$136K +15,855 +13%
GC
9
Guggenheim Capital
Illinois
$1M -$442K -51,599 -28%
CIA
10
Capital Investment Advisors
Georgia
$996K -$97.9K -11,422 -8%
CRC
11
Curi RMB Capital
Illinois
$773K +$879K +102,552 New
SIA
12
Sit Investment Associates
Minnesota
$737K +$526K +61,404 +169%
CCP
13
Clough Capital Partners
Massachusetts
$611K +$694K +81,000 New
RJA
14
Raymond James & Associates
Florida
$554K -$174K -20,302 -22%
CA
15
Cornerstone Advisors
North Carolina
$518K +$589K +68,645 New
LPL Financial
16
LPL Financial
California
$432K -$13.9K -1,624 -3%
SMC
17
Smith, Moore & Co
Missouri
$397K -$200K -23,277 -31%
SPIA
18
Steward Partners Investment Advisory
New York
$366K -$159K -18,520 -28%
WAM
19
Weiss Asset Management
Massachusetts
$357K +$406K +47,342 New
MCM
20
Manchester Capital Management
Vermont
$352K +$523 +61 +3%
MWM
21
Merriman Wealth Management
Washington
$332K +$357K +41,651 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$282K +$45.6K +5,318 +17%
HI
23
HBK Investments
Texas
$273K +$310K +36,203 New
UBS Group
24
UBS Group
Switzerland
$237K +$22K +2,565 +9%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$236K +$32K +3,733 +14%
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