Purchases and Sales Made in Q1 2022 in 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) during Q1 2022. The information is specifically focused on institutions that hold shares of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
70.8K+ 66.53% |
$391K - $447K
|
177K
$0
|
|
May 16, 2022
Q1 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
46.1K+ 337.47% |
$254K - $291K
|
59.7K
$0
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
41.2KNew |
$227K - $260K
|
41.2K
$0
|
|
May 13, 2022
Q1 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
34.4K+ 3.19% |
$190K - $217K
|
1.11M
$0
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.2KNew |
$67.3K - $76.9K
|
12.2K
$0
|
|
May 17, 2022
Q1 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.1KNew |
$55.6K - $63.5K
|
10.1K
$0
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
8.73K+ 69.43% |
$48.2K - $55.1K
|
21.3K
$0
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.73K+ 20.79% |
$48.2K - $55.1K
|
50.7K
$0
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.29K+ 16.82% |
$45.7K - $52.3K
|
57.6K
$0
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.94K+ 37.92% |
$43.8K - $50.1K
|
28.9K
$0
|
|
May 12, 2022
Q1 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
4.2K+ 5.21% |
$23.2K - $26.5K
|
84.8K
$0
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.55K+ 2.24% |
$19.6K - $22.4K
|
162K
$0
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2.15KNew |
$11.9K - $13.6K
|
2.15K
$0
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.48KNew |
$8.16K - $9.33K
|
1.48K
$0
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
750New |
$4.14K - $4.73K
|
750
$0
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
575New |
$3.17K - $3.63K
|
575
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
534+ 2.98% |
$2.95K - $3.37K
|
18.4K
$0
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
111New |
$613 - $700
|
111
$0
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
104+ 0.76% |
$574 - $656
|
13.9K
$0
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
63+ 0.2% |
$348 - $398
|
31.7K
$0
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26+ 0.26% |
$144 - $164
|
10.2K
$0
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-21Closed |
$116 - $133
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-300Closed |
$1.66K - $1.89K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-499- 0.74% |
$2.75K - $3.15K
|
66.8K
$0
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-680Closed |
$3.75K - $4.29K
|
0
$0
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
SELL
|
- |
-1.26KClosed |
$6.96K - $7.95K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.4KClosed |
$7.73K - $8.83K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-1.7K- 10.37% |
$9.38K - $10.7K
|
14.7K
$0
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.93K- 4.74% |
$10.6K - $12.1K
|
38.7K
$0
|
|
Apr 21, 2022
Q1 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-2.44K- 5.66% |
$13.4K - $15.4K
|
40.6K
$0
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-2.5KClosed |
$13.8K - $15.8K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.44K- 1.56% |
$19K - $21.7K
|
216K
$0
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-5.92K- 11.02% |
$32.7K - $37.4K
|
47.9K
$0
|
|
May 16, 2022
Q1 2022
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-6.39K- 34.28% |
$35.3K - $40.3K
|
12.3K
$0
|
|
May 18, 2022
Q1 2022
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-10KClosed |
$55.2K - $63.1K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-10KClosed |
$55.5K - $63.4K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-13.7KClosed |
$75.5K - $86.3K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-15.9K- 16.95% |
$87.8K - $100K
|
77.9K
$0
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.2K- 15.33% |
$100K - $115K
|
100K
$0
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-22.1K- 95.67% |
$122K - $139K
|
1K
$0
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-22.7KClosed |
$125K - $143K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-27.8K- 10.18% |
$154K - $176K
|
246K
$0
|
|
May 13, 2022
Q1 2022
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-29.5KClosed |
$163K - $186K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-34.8K- 21.56% |
$192K - $220K
|
127K
$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
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-39.7KClosed |
$219K - $251K
|
0
$0
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-49K- 4.82% |
$271K - $309K
|
969K
$0
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-149K- 13.3% |
$821K - $938K
|
969K
$0
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-167K- 27.2% |
$924K - $1.06M
|
448K
$0
|
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-188K- 30.22% |
$1.04M - $1.19M
|
434K
$0
|