Allworth Financial LP First Trust New Opportunities Mlp & Energy Fund Transaction History

Allworth Financial LP

$16.1 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 25, 2024	BUY	$6.65 - $7.66 $172 - $199	26 Added 1.66%	1,590 $12,000
Q4 2023 Jan 24, 2024	BUY	$5.97 - $7.05 $149 - $176	25 Added 1.62%	1,564 $10,000
Q3 2023 Oct 31, 2023	BUY	$5.95 - $6.47 $166 - $181	28 Added 1.85%	1,539 $9,000
Q2 2023 Jul 18, 2023	BUY	$5.73 - $6.19 $154 - $167	27 Added 1.82%	1,511 $9,000
Q1 2023 Apr 18, 2023	BUY	$5.54 - $6.46 $149 - $174	27 Added 1.85%	1,484 $8,000
Q4 2022 Jan 13, 2023	BUY	$5.87 - $6.32 $105 - $113	18 Added 1.25%	1,457 $0
Q3 2022 Oct 18, 2022	BUY	$5.59 - $6.58 $8,044 - $9,468	1,439 New	1,439 $8,000

Others Institutions Holding FPL

# of Institutions

5

Shares Held

9.94K

Call Options Held

0

Put Options Held

0

About FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND

Ticker FPL
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
First Trust New Opportunities MLP & Energy Fund is a closed-ended balanced mutual fund launched and managed by First Trust Advisors L.P. It is co-managed by Energy Income Partners LLC. The fund invests in the public equity and fixed income markets of the United States. It seeks to invest in securities of companies operating in the energy and...

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