Mutual Advisors, LLC First Trust New Opportunities Mlp & Energy Fund Transaction History

Mutual Advisors, LLC

$3.5 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 15, 2019	SELL	$8.93 - $9.45 $148,791 - $157,455	-16,662 Closed	0 $0
Q1 2019 May 15, 2019	BUY	$7.58 - $9.26 $310 - $379	41 Added 0.25%	16,662 $154,000
Q4 2018 Feb 15, 2019	SELL	$6.98 - $9.74 $53,752 - $75,007	-7,701 Reduced 31.66%	16,621 $125,000
Q3 2018 Nov 15, 2018	BUY	$9.38 - $11.0 $47,500 - $55,704	5,064 Added 26.3%	24,322 $234,000
Q2 2018 Aug 15, 2018	BUY	$9.77 - $11.35 $576 - $669	59 Added 0.31%	19,258 $200,000
Q1 2018 May 11, 2018	BUY	$9.63 - $13.33 $184,886 - $255,922	19,199 New	19,199 $189,000

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...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mutual Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mutual Advisors, LLC with notifications on news.