Institutional Ownership First Trust New Opportunities Mlp & Energy Fund (FPL)
This table provides information about the institutional ownership of First Trust New Opportunities Mlp & Energy Fund (FPL). We have compiled data on the 5 institutions that hold shares in the stock, with a total of 9,937 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
7,200
shares
|
$0
0.1% of portfolio
|
Q4 2020
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,500
shares
|
$0
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
707
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
500
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
30
shares
|
$0
0.0% of portfolio
|
Q4 2021
Added 500.0%
|