Atria Wealth Solutions, Inc. First Trust New Opportunities Mlp & Energy Fund Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	BUY	$5.95 - $6.47 $5,307 - $5,771	892 Added 7.68%	12,505 $78,000
Q2 2023 Aug 03, 2023	BUY	$5.73 - $6.19 $481 - $519	84 Added 0.73%	11,613 $69,000
Q1 2023 Aug 22, 2023	SELL	$5.54 - $6.46 $238 - $277	-43 Reduced 0.37%	11,570 $69,000
Q1 2023 Jun 14, 2023	SELL	$5.54 - $6.46 $227 - $264	-41 Reduced 0.35%	11,529 $68,000
Q1 2023 May 10, 2023	SELL	$5.54 - $6.46 $12,248 - $14,283	-2,211 Reduced 16.04%	11,570 $69,000
Q4 2022 Aug 30, 2023	SELL	$5.87 - $6.32 $493 - $530	-84 Reduced 0.72%	11,529 $69,000
Q4 2022 Feb 13, 2023	BUY	$5.87 - $6.32 $13,471 - $14,504	2,295 Added 19.98%	13,781 $83,000
Q3 2022 Nov 14, 2022	BUY	$5.59 - $6.58 $64,206 - $75,577	11,486 New	11,486 $63,000

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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