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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
1.5KNew |
$8.39K - $9.87K
|
1.5K
$0
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
25.6KNew |
$141K - $172K
|
25.6K
$0
|
|
| Q1 2022 | |||||||
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.48KNew |
$8.16K - $9.33K
|
1.48K
$0
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1KNew |
$5.23K - $5.98K
|
1K
$0
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
25+ 500.0% |
$131 - $150
|
30
$0
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
23KNew |
$125K - $137K
|
23K
$0
|
|
| Q4 2020 | |||||||
|
Jan 20, 2021
Q4 2020
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
7.2KNew |
$25.1K - $33.7K
|
7.2K
$0
|
|
| Q3 2020 | |||||||
|
Oct 13, 2022
Q3 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
10.7KNew |
$38.1K - $45.6K
|
10.7K
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
8.3KNew |
$29.5K - $35.3K
|
8.3K
$0
|
|
| Q1 2020 | |||||||
|
May 18, 2020
Q1 2020
|
Townsquare Capital LLC
|
BUY
|
- |
15.8KNew |
$47.5K - $152K
|
15.8K
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.69KNew |
$5.07K - $16.2K
|
1.69K
$0
|
|
| Q3 2019 | |||||||
|
Oct 02, 2019
Q3 2019
|
Thomasville National Bank
|
BUY
|
- |
10KNew |
$88.6K - $99.2K
|
10K
$0
|
|