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 66 institutions that hold shares in the stock, with a total of 8.88 Million 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 |
---|---|---|---|---|---|
Flow State Investments, L.P.
Chicago, IL |
May 13, 2024 Q1 2024 |
40,355
shares
|
$0
0.09% of portfolio
|
Q1 2024
New holding
|
|
Sea Otter Advisors LLC
New York, NY |
May 15, 2024 Q1 2024 |
40,118
shares
|
$0
3.96% of portfolio
|
Q1 2024
Added 23.06%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
39,920
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 51.65%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
37,054
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 3.46%
|
|
Wolverine Asset Management LLC
|
May 13, 2024 Q1 2024 |
26,360
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 45.01%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
24,500
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 5.41%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
23,663
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 9.98%
|
|
Capital Investment Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
23,045
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 4.9%
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 06, 2024 Q1 2024 |
22,783
shares
|
$0
0.1% of portfolio
|
Q1 2024
Reduced 0.75%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
15,269
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 5.67%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
14,757
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 0.32%
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
May 08, 2024 Q1 2024 |
14,176
shares
|
$0
0.01% of portfolio
|
Q1 2024
Reduced 1.28%
|
|
Pinnacle Associates LTD
|
Apr 26, 2024 Q1 2024 |
14,121
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 1.09%
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Apr 30, 2024 Q1 2024 |
14,121
shares
|
$0
0.01% of portfolio
|
Q1 2024
Added 1.09%
|
|
Css LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
13,950
shares
|
$0
0.01% of portfolio
|
Q1 2024
New holding
|
|
Grey Street Capital, LLC
Chicago, IL |
Jan 11, 2024 Q4 2023 |
13,729
shares
|
$0
0.04% of portfolio
|
Q1 2023
New holding
|
|
Wedbush Securities Inc
|
May 14, 2024 Q1 2024 |
13,300
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 24.43%
|
|
Merit Financial Group, LLC
|
May 06, 2024 Q1 2024 |
12,982
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 1.1%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
11,850
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 11.24%
|
|
Catalina Capital Group, LLC
Torrance, CA |
May 03, 2024 Q1 2024 |
11,769
shares
|
$0
0.04% of portfolio
|
Q4 2023
New holding
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 14, 2024 Q1 2024 |
11,000
shares
|
$0
0.01% of portfolio
|
Q4 2022
Reduced 47.62%
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
May 14, 2024 Q1 2024 |
8,298
shares
|
$0
0.01% of portfolio
|
Q3 2020
New holding
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
7,200
shares
|
$0
0.1% of portfolio
|
Q4 2020
New holding
|
|
Blue Bell Private Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
4,954
shares
|
$0
0.01% of portfolio
|
Q1 2024
Reduced 23.18%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
4,911
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 2.13%
|