Ifp Advisors, Inc First Trust New Opportunities Mlp & Energy Fund Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 07, 2023	BUY	$5.87 - $6.32 $19,635 - $21,140	3,345 Added 581.74%	3,920 $41,000
Q2 2022 Sep 06, 2022	BUY	$5.5 - $6.69 $3,162 - $3,846	575 New	575 $6,000
Q2 2022 Aug 12, 2022	SELL	$5.5 - $6.69 $3,162 - $3,846	-575 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$5.52 - $6.31 $3,173 - $3,628	575 New	575 $3,000
Q3 2019 Nov 07, 2019	SELL	$8.86 - $9.92 $4,208 - $4,712	-475 Closed	0 $0
Q1 2019 May 15, 2019	SELL	$7.58 - $9.26 $7,769 - $9,491	-1,025 Reduced 68.33%	475 $4,000
Q4 2018 Jan 23, 2019	BUY	$6.98 - $9.74 $10,470 - $14,610	1,500 New	1,500 $11,000
Q3 2018 Oct 25, 2018	SELL	$9.38 - $11.0 $29,894 - $35,057	-3,187 Closed	0 $0
Q2 2018 Aug 07, 2018	BUY	$9.77 - $11.35 $2,422 - $2,814	248 Added 8.44%	3,187 $0
Q1 2018 Jun 03, 2019	SELL	$9.63 - $13.33 $23,015 - $31,858	-2,390 Reduced 44.85%	2,939 $35,000
Q1 2018 May 09, 2018	BUY	$9.63 - $13.33 $23,015 - $31,858	2,390 Added 81.32%	5,329 $0
Q4 2017 Jan 24, 2018	SELL	$11.14 - $12.76 $101,017 - $115,707	-9,068 Reduced 75.52%	2,939 $0
Q3 2017 Oct 30, 2017	SELL	$12.03 - $13.05 $26,502 - $28,749	-2,203 Reduced 15.5%	12,007 $151,000
Q2 2017 Jun 03, 2019	SELL	N/A	-1,630 Reduced 10.29%	14,210 $187,000
Q1 2017 Jun 03, 2019	BUY	N/A	3,750 Added 31.02%	15,840 $214,000
Q4 2016 Jun 03, 2019	BUY	N/A	169 Added 1.42%	12,090 $155,000
Q2 2016 Jun 03, 2019	BUY	N/A	11,446 Added 2409.68%	11,921 $167,000
Q1 2016 Jun 03, 2019	BUY	N/A	475	475 $4,000

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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