Pinnacle Wealth Management Advisory Group, LLC First Trust New Opportunities Mlp & Energy Fund Transaction History

Pinnacle Wealth Management Advisory Group, LLC

$1.04 Billion
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	BUY	$6.65 - $7.66 $1,010 - $1,164	152 Added 1.09%	14,121 $108,000
Q4 2023 Feb 06, 2024	BUY	$5.97 - $7.05 $955 - $1,128	160 Added 1.16%	13,969 $96,000
Q3 2023 Oct 25, 2023	BUY	$5.95 - $6.47 $975 - $1,061	164 Added 1.2%	13,809 $86,000
Q2 2023 Aug 02, 2023	BUY	$5.73 - $6.19 $974 - $1,052	170 Added 1.26%	13,645 $82,000
Q1 2023 May 04, 2023	SELL	$5.54 - $6.46 $29,445 - $34,334	-5,315 Reduced 28.29%	13,475 $80,000
Q4 2022 Feb 06, 2023	BUY	$5.87 - $6.32 $110,297 - $118,752	18,790 New	18,790 $113,000

Others Institutions Holding FPL

# of Institutions

Shares Held

9.94K

Call Options Held

Put Options Held

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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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