Geneos Wealth Management Inc. First Trust New Opportunities Mlp & Energy Fund Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding FPL
# of Institutions
5Shares Held
9.94KCall Options Held
0Put Options Held
0-
Johnson Midwest Financial, LLC7.2KShares$00.1% of portfolio
-
Clear Perspectives Financial Planning, LLC Cincinnati, OH1.5KShares$00.0% of portfolio
-
Baystate Wealth Management LLC707Shares$00.0% of portfolio
-
Highlander Capital Management, LLC Short Hills, NJ500Shares$00.0% of portfolio
-
Lake Point Wealth Management30Shares$00.0% of portfolio
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...