Latest Institutional Transactions on First Trust New Opportunities Mlp & Energy Fund (FPL)
This table provides information on the latest institutional transactions involving First Trust New Opportunities Mlp & Energy Fund (FPL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-49.4K- 94.28% |
$0 - $384K
|
3K
$0
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
127KNew |
$842K - $970K
|
127K
$0
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.08MNew |
$7.18M - $8.28M
|
1.08M
$0
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
267KNew |
$1.78M - $2.05M
|
267K
$0
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.5K- 11.8% |
$63.2K - $72.8K
|
71K
$0
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
746New |
$4.96K - $5.71K
|
746
$0
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
94.1K+ 440.44% |
$626K - $721K
|
115K
$0
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
15K+ 4.56% |
$99.8K - $115K
|
344K
$0
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14K- 11.63% |
$93.1K - $107K
|
106K
$0
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-501K- 29.75% |
$3.33M - $3.84M
|
1.18M
$0
|
|
|
May 15, 2024
Q1 2024
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
7.52K+ 23.06% |
$50K - $57.6K
|
40.1K
$0
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
591K+ 181.11% |
$3.93M - $4.53M
|
918K
$0
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
14KNew |
$92.8K - $107K
|
14K
$0
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
51.9K+ 229.23% |
$345K - $397K
|
74.5K
$0
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-18.7K- 2.71% |
$124K - $143K
|
671K
$0
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-4.3K- 24.43% |
$28.6K - $32.9K
|
13.3K
$0
|
|
|
May 14, 2024
Q1 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
92.3KNew |
$614K - $707K
|
92.3K
$0
|
|
|
May 14, 2024
Q1 2024
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
151K+ 1293.47% |
$1.01M - $1.16M
|
163K
$0
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
78.8K+ 366.55% |
$524K - $604K
|
100K
$0
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
566New |
$3.76K - $4.34K
|
566
$0
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
992+ 0.76% |
$6.6K - $7.6K
|
132K
$0
|
|
|
May 13, 2024
Q1 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
40.4KNew |
$268K - $309K
|
40.4K
$0
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-21.6K- 45.01% |
$143K - $165K
|
26.4K
$0
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
819+ 5.67% |
$5.45K - $6.27K
|
15.3K
$0
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.4K- 5.41% |
$9.31K - $10.7K
|
24.5K
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.33K- 3.46% |
$8.82K - $10.2K
|
37.1K
$0
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.35K- 2.32% |
$28.9K - $33.3K
|
183K
$0
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-184- 1.28% |
$1.22K - $1.41K
|
14.2K
$0
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.08K- 6.5% |
$20.5K - $23.6K
|
44.3K
$0
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.9K+ 57.49% |
$166K - $191K
|
68.3K
$0
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-144- 1.1% |
$958 - $1.1K
|
13K
$0
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
28.3K+ 209.67% |
$188K - $217K
|
41.9K
$0
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-173- 0.75% |
$1.15K - $1.33K
|
22.8K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
152+ 1.09% |
$1.01K - $1.16K
|
14.1K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
47+ 0.32% |
$313 - $360
|
14.8K
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
152+ 1.09% |
$1.01K - $1.16K
|
14.1K
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
26+ 1.66% |
$173 - $199
|
1.59K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.5K- 23.18% |
$9.94K - $11.5K
|
4.95K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.15K+ 9.98% |
$14.3K - $16.5K
|
23.7K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.32K- 2.67% |
$28.7K - $33.1K
|
157K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-42.6K- 51.65% |
$284K - $327K
|
39.9K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.19K- 4.9% |
$7.89K - $9.09K
|
23K
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-107- 2.13% |
$712 - $820
|
4.91K
$0
|
|
| Q4 2023 | |||||||
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
11.8KNew |
$70.3K - $83K
|
11.8K
$0
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1KNew |
$5.97K - $7.05K
|
1K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
146KNew |
$869K - $1.03M
|
146K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-75.1K- 23.62% |
$448K - $529K
|
243K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
55.4KNew |
$330K - $390K
|
55.4K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.1KNew |
$60.2K - $71K
|
10.1K
$0
|
|