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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
$13.1M +$828K +94,748 +7%
Cohen & Steers
2
Cohen & Steers
New York
$5.21M +$2.12K +243 +0%
AAM
3
Advisors Asset Management
Colorado
$4.59M -$1.37M -156,518 -24%
WAM
4
Wolverine Asset Management
Illinois
$4.19M +$203K +23,276 +5%
Wells Fargo
5
Wells Fargo
California
$2.75M -$358K -40,988 -12%
CBA
6
Coastal Bridge Advisors
Connecticut
$2.46M +$2.1M +240,083 +932%
HHAM
7
HITE Hedge Asset Management
Massachusetts
$2.02M +$1.91M +218,433 New
GFPC
8
Global Financial Private Capital
Florida
$1.4M -$51.6K -5,900 -4%
BTS
9
BB&T Securities
Virginia
$1.33M +$22.7K +2,602 +2%
GC
10
Guggenheim Capital
Illinois
$1.19M -$41.4K -4,734 -4%
CIA
11
Capital Investment Advisors
Georgia
$930K -$276K -31,620 -24%
RJA
12
Raymond James & Associates
Florida
$826K +$137K +15,637 +21%
SIA
13
Sit Investment Associates
Minnesota
$769K -$128K -14,613 -15%
DA
14
Doliver Advisors
Texas
$606K -$1.39M -158,707 -71%
LPL Financial
15
LPL Financial
California
$591K +$56.1K +6,415 +11%
CRC
16
Curi RMB Capital
Illinois
$530K -$396K -45,300 -44%
ACM
17
Arlington Capital Management
Illinois
$504K +$475K +54,389 New
SMC
18
Smith, Moore & Co
Missouri
$487K – – –
HI
19
HBK Investments
Texas
$473K +$130K +14,878 +41%
SPIA
20
Steward Partners Investment Advisory
New York
$443K -$6.63K -758 -2%
UBS Group
21
UBS Group
Switzerland
$402K +$105K +11,982 +38%
MWM
22
Merriman Wealth Management
Washington
$386K – – –
RJFSA
23
Raymond James Financial Services Advisors
Florida
$366K +$17.9K +2,049 +5%
6M
24
6 Meridian
Kansas
$359K +$339K +38,807 New
MCM
25
Manchester Capital Management
Vermont
$350K -$2.6K -297 -14%
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