Lake Point Wealth Management First Trust New Opportunities Mlp & Energy Fund Call Options Transaction History
Lake Point Wealth Management
- $176 Million
- Q2 2022
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding FPL
# of Institutions
6Shares Held
12.9KCall Options Held
0Put Options Held
0-
Johnson Midwest Financial, LLC7.2KShares$00.1% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ3KShares$00.0% of portfolio
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Clear Perspectives Financial Planning, LLC Cincinnati, OH1.5KShares$00.0% of portfolio
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Baystate Wealth Management LLC707Shares$00.0% of portfolio
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Highlander Capital Management, LLC Short Hills, NJ500Shares$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...