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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
417New |
$2.49K - $2.94K
|
417
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Kayne Anderson Capital Advisors LP
|
BUY
|
- |
8K+ 17.51% |
$47.8K - $56.4K
|
53.7K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-38.7K- 34.45% |
$231K - $273K
|
73.7K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.5K- 11.24% |
$8.96K - $10.6K
|
11.9K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
707New |
$4.22K - $4.98K
|
707
$0
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
1.07M+ 119.39% |
$6.36M - $6.92M
|
1.97M
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
84New |
$500 - $543
|
84
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-26.6K- 47.97% |
$158K - $172K
|
28.8K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
500New |
$2.98K - $3.24K
|
500
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-19- 0.82% |
$113 - $123
|
2.3K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.2K- 1.16% |
$7.11K - $7.73K
|
102K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
892+ 7.68% |
$5.31K - $5.77K
|
12.5K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
120New |
$714 - $776
|
120
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.35KNew |
$14K - $15.2K
|
2.35K
$0
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20KNew |
$115K - $124K
|
20K
$0
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
13.7KNew |
$76.1K - $88.7K
|
13.7K
$0
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
350New |
$1.94K - $2.26K
|
350
$0
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-247- 4.35% |
$1.37K - $1.6K
|
5.44K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
49KNew |
$271K - $316K
|
49K
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
26.6KNew |
$156K - $168K
|
26.6K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
9.54K+ 49.99% |
$56K - $60.3K
|
28.6K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
11.7KNew |
$68.6K - $73.8K
|
11.7K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
31.2KNew |
$183K - $197K
|
31.2K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-10K- 47.62% |
$58.7K - $63.2K
|
11K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1KNew |
$5.87K - $6.32K
|
1K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.35K+ 581.74% |
$19.6K - $21.1K
|
3.92K
$0
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
1.5KNew |
$8.39K - $9.87K
|
1.5K
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.5KClosed |
$8.39K - $9.87K
|
0
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.1KNew |
$11.7K - $13.8K
|
2.1K
$0
|
|
| Q2 2022 | |||||||
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-14.7KClosed |
$80.9K - $98.3K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
25.6KNew |
$141K - $172K
|
25.6K
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-10.1KClosed |
$55.4K - $67.3K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-12.3KClosed |
$67.4K - $82K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.15KClosed |
$11.8K - $14.4K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-750Closed |
$4.13K - $5.02K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 18, 2022
Q1 2022
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-10KClosed |
$55.2K - $63.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-36KClosed |
$199K - $227K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-10KClosed |
$55.5K - $63.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-29.5KClosed |
$163K - $186K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-680Closed |
$3.75K - $4.29K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-21Closed |
$116 - $133
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.48KNew |
$8.16K - $9.33K
|
1.48K
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-13.7KClosed |
$75.5K - $86.3K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-2.5KClosed |
$13.8K - $15.8K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.4KClosed |
$7.73K - $8.83K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
SELL
|
- |
-1.26KClosed |
$6.96K - $7.95K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
25+ 500.0% |
$131 - $150
|
30
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1KNew |
$5.23K - $5.98K
|
1K
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-465Closed |
$2.43K - $2.78K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-30.9KClosed |
$161K - $185K
|
0
$0
|
|