Latest Institutional Purchases of First Trust New Opportunities Mlp & Energy Fund (FPL)
This list provides information on the latest institutional transactions involving First Trust New Opportunities Mlp & Energy Fund (FPL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.08MNew |
$7.18M - $8.28M
|
1.08M
$0
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
591K+ 181.11% |
$3.93M - $4.53M
|
918K
$0
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
267KNew |
$1.78M - $2.05M
|
267K
$0
|
|
May 14, 2024
Q1 2024
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
151K+ 1293.47% |
$1.01M - $1.16M
|
163K
$0
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
127KNew |
$842K - $970K
|
127K
$0
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
94.1K+ 440.44% |
$626K - $721K
|
115K
$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
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
78.8K+ 366.55% |
$524K - $604K
|
100K
$0
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
51.9K+ 229.23% |
$345K - $397K
|
74.5K
$0
|
|
May 13, 2024
Q1 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
40.4KNew |
$268K - $309K
|
40.4K
$0
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
28.3K+ 209.67% |
$188K - $217K
|
41.9K
$0
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.9K+ 57.49% |
$166K - $191K
|
68.3K
$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
|
Css LLC
Chicago, IL |
BUY
|
- |
14KNew |
$92.8K - $107K
|
14K
$0
|
|
May 15, 2024
Q1 2024
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
7.52K+ 23.06% |
$50K - $57.6K
|
40.1K
$0
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.15K+ 9.98% |
$14.3K - $16.5K
|
23.7K
$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
|
Ubs Group Ag
|
BUY
|
- |
819+ 5.67% |
$5.45K - $6.27K
|
15.3K
$0
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
746New |
$4.96K - $5.71K
|
746
$0
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
566New |
$3.76K - $4.34K
|
566
$0
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
152+ 1.09% |
$1.01K - $1.16K
|
14.1K
$0
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
152+ 1.09% |
$1.01K - $1.16K
|
14.1K
$0
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
47+ 0.32% |
$313 - $360
|
14.8K
$0
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
26+ 1.66% |
$173 - $199
|
1.59K
$0
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
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
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
55.4KNew |
$330K - $390K
|
55.4K
$0
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
11.8KNew |
$70.3K - $83K
|
11.8K
$0
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.1KNew |
$60.2K - $71K
|
10.1K
$0
|
|
Feb 06, 2024
Q4 2023
|
Kayne Anderson Capital Advisors LP
|
BUY
|
- |
8K+ 17.51% |
$47.8K - $56.4K
|
53.7K
$0
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1KNew |
$5.97K - $7.05K
|
1K
$0
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
707New |
$4.22K - $4.98K
|
707
$0
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
417New |
$2.49K - $2.94K
|
417
$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
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.35KNew |
$14K - $15.2K
|
2.35K
$0
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
892+ 7.68% |
$5.31K - $5.77K
|
12.5K
$0
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
500New |
$2.98K - $3.24K
|
500
$0
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
120New |
$714 - $776
|
120
$0
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
84New |
$500 - $543
|
84
$0
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20KNew |
$115K - $124K
|
20K
$0
|
|
Q1 2023 | |||||||
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
49KNew |
$271K - $316K
|
49K
$0
|
|
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
|
|
Q4 2022 | |||||||
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
31.2KNew |
$183K - $197K
|
31.2K
$0
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
26.6KNew |
$156K - $168K
|
26.6K
$0
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
11.7KNew |
$68.6K - $73.8K
|
11.7K
$0
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
9.54K+ 49.99% |
$56K - $60.3K
|
28.6K
$0
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.35K+ 581.74% |
$19.6K - $21.1K
|
3.92K
$0
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1KNew |
$5.87K - $6.32K
|
1K
$0
|
|
Q3 2022 | |||||||
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.1KNew |
$11.7K - $13.8K
|
2.1K
$0
|