A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in First Trust New Opportunities Mlp & Energy Fund stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 14,121 shares of FPL stock, worth $0. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,121
Previous 13,969 1.09%
Holding current value
$0
Previous $96,000 12.5%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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...
More about FPL
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