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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
$13M +$678K +77,852 +6%
Cohen & Steers
2
Cohen & Steers
New York
$6.72M -$70.9K -8,143 -1%
AAM
3
Advisors Asset Management
Colorado
$4.83M +$571K +65,553 +15%
CBA
4
Coastal Bridge Advisors
Connecticut
$3.6M +$590K +67,738 +21%
Wells Fargo
5
Wells Fargo
California
$3.23M -$398K -45,737 -12%
KACA
6
Kayne Anderson Capital Advisors
California
$3.04M +$610K +70,000 +27%
SIA
7
Sit Investment Associates
Minnesota
$2.58M -$208K -23,879 -8%
Invesco
8
Invesco
Georgia
$2.37M +$1.18M +135,067 +113%
AG
9
Advisor Group
Arizona
$2.23M +$1.25M +143,488 +151%
Truist Financial
10
Truist Financial
North Carolina
$1.27M +$1.18M +135,808 New
JWCA
11
J.W. Cole Advisors
Florida
$1.17M +$1.09M +124,833 New
Ameriprise
12
Ameriprise
Minnesota
$916K +$409K +46,992 +97%
LPL Financial
13
LPL Financial
California
$901K +$249K +28,600 +42%
GC
14
Guggenheim Capital
Illinois
$892K +$204K +23,399 +32%
RJA
15
Raymond James & Associates
Florida
$869K -$17.5K -2,007 -2%
CIA
16
Capital Investment Advisors
Georgia
$796K -$72.1K -8,280 -9%
APW
17
Aurora Private Wealth
New Jersey
$755K +$705K +80,950 New
UBS Group
18
UBS Group
Switzerland
$696K +$43.5K +4,992 +7%
CA
19
Cambridge Advisors
Nebraska
$584K +$310K +35,603 +132%
MCM
20
Manchester Capital Management
Vermont
$488K +$2.61K +300 +17%
SPIA
21
Steward Partners Investment Advisory
New York
$438K -$7.28K -835 -2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$413K +$42.8K +4,916 +12%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$400K -$95.8K -11,000 -20%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$374K +$462 +53 +0.1%
ACM
25
Arlington Capital Management
Illinois
$360K -$46.2K -5,306 -12%
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