Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2022
Q2 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
268K+ 24.11% |
$1.48M - $1.8M
|
1.38M
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
161K+ 316.91% |
$884K - $1.07M
|
211K
$0
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
49K+ 5.06% |
$270K - $328K
|
1.02M
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
49K+ 5.06% |
$270K - $328K
|
1.02M
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
36.6K+ 36.4% |
$201K - $245K
|
137K
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
25.6KNew |
$141K - $172K
|
25.6K
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.9K+ 196.22% |
$131K - $160K
|
36.1K
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
23.6K+ 13.31% |
$130K - $158K
|
201K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13K+ 5.29% |
$71.4K - $86.9K
|
259K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
8.56K+ 40.15% |
$47.1K - $57.2K
|
29.9K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
7.15K+ 2.3% |
$39.3K - $47.8K
|
318K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
6.4K+ 8.22% |
$35.2K - $42.8K
|
84.3K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.44K+ 2.13% |
$18.9K - $23K
|
165K
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.92K+ 6.66% |
$10.6K - $12.9K
|
30.8K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.66K+ 9.0% |
$9.12K - $11.1K
|
20.1K
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.3K+ 130.0% |
$7.15K - $8.7K
|
2.3K
$0
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
575New |
$3.16K - $3.85K
|
575
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
111+ 0.02% |
$611 - $743
|
448K
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
100+ 0.72% |
$550 - $669
|
14K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
25+ 0.25% |
$138 - $167
|
10.2K
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.9% |
$5.5 - $6.69
|
112
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-575Closed |
$3.16K - $3.85K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-750Closed |
$4.13K - $5.02K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-807- 1.21% |
$4.44K - $5.4K
|
66K
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.05K- 6.03% |
$5.79K - $7.04K
|
16.4K
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.44K- 4.53% |
$7.9K - $9.61K
|
30.3K
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.15KClosed |
$11.8K - $14.4K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.11K- 10.64% |
$22.6K - $27.5K
|
34.6K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.89K- 10.23% |
$32.4K - $39.4K
|
51.7K
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-6.11K- 12.76% |
$33.6K - $40.8K
|
41.8K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-7.5KClosed |
$41.3K - $50.2K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-8.85K- 14.83% |
$48.7K - $59.2K
|
50.9K
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-10.1KClosed |
$55.4K - $67.3K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.8K- 5.0% |
$59.5K - $72.4K
|
205K
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-12.3KClosed |
$67.4K - $82K
|
0
$0
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-14.7KClosed |
$80.9K - $98.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-22.7K- 55.08% |
$125K - $152K
|
18.5K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-40.6KClosed |
$223K - $271K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-48K- 37.88% |
$264K - $321K
|
78.7K
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-63.3K- 74.65% |
$348K - $424K
|
21.5K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-67.7K- 15.61% |
$372K - $453K
|
366K
$0
|