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First Trust New Opportunities MLP & Energy Fund (FPL) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for First Trust New Opportunities MLP & Energy Fund (NYSE:FPL)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$11.37M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$2.19M
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FPL Institutional Buying and Selling by Quarter

First Trust New Opportunities MLP & Energy Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024 Blue Bell Private Wealth Management LLC4,954$38K0.0%-23.2%0.000%
3/15/2024B. Riley Wealth Advisors Inc.80,501$554K0.0%+13.4%0.000%
2/20/2024Quarry LP21,360$147K0.0%N/A0.000%
2/15/2024Cohen & Steers Inc.328,800$2.26M0.0%+33.8%0.000%
2/12/2024Pine Valley Investments Ltd Liability Co14,360$99K0.0%-36.6%0.000%
2/7/2024Kayne Anderson Capital Advisors LP53,700$369K0.0%+17.5%0.000%
2/6/2024Private Advisor Group LLC73,709$507K0.0%-34.5%0.000%
2/2/2024Truist Financial Corp25,900$178K0.0%-12.8%0.000%
2/1/2024Wolverine Asset Management LLC47,933$330K0.0%-62.1%0.000%
1/25/2024 Blue Bell Private Wealth Management LLC6,449$44K0.0%N/A0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.82,560$568K0.0%+200.0%0.000%
1/16/2024 Raymond James & Associates161,641$1.11M0.0%-4.5%0.000%
1/16/2024CoreCap Advisors LLC273,675$1.88M0.1%+3.5%0.000%
12/1/2023B. Riley Wealth Advisors Inc.71,001$444K0.0%+7.6%0.000%
11/15/2023Advisors Asset Management Inc.694,812$4.35M0.1%+12.7%0.000%
11/14/2023Saba Capital Management L.P.1,965,760$12.31M0.3%+119.4%0.000%
11/13/2023Quantedge Capital Pte Ltd28,846$181K0.1%-48.0%0.000%
11/13/2023Wolverine Asset Management LLC126,403$791K0.0%+38.0%0.000%
11/9/2023Atomi Financial Group Inc.47,805$299K0.1%N/A0.000%
11/9/2023Kayne Anderson Capital Advisors LP45,700$286K0.0%N/A0.000%
11/8/2023Oppenheimer & Co. Inc.15,928$100K0.0%-34.6%0.000%
11/7/2023Merit Financial Group LLC13,126$82K0.0%-20.1%0.000%
11/4/2023 NBC Securities Inc.6,230$39K0.0%N/A0.000%
11/3/2023Private Advisor Group LLC112,455$704K0.0%-4.3%0.000%
10/24/2023 Raymond James Financial Services Advisors Inc.27,517$172K0.0%+166.9%0.000%
10/24/2023 Raymond James & Associates169,299$1.06M0.0%+17.1%0.000%
10/23/2023Commonwealth Equity Services LLC20,981$131K0.0%-11.2%0.000%
10/16/2023 Capital Investment Advisors LLC25,416$159K0.0%N/A0.000%
9/21/2023Baystate Wealth Management LLC13,645$82K0.0%N/A0.000%
8/17/2023Coastal Bridge Advisors LLC1,705,355$10.27M2.5%+2.8%0.000%
8/10/2023Private Advisor Group LLC117,455$760K0.0%+9.1%0.000%
8/9/2023Lido Advisors LLC20,000$120K0.0%N/A0.000%
8/7/2023Wolverine Asset Management LLC91,597$551K0.0%+12.7%0.000%
8/3/2023Oppenheimer & Co. Inc.24,337$147K0.0%+41.1%0.000%
8/2/2023Baystate Wealth Management LLC13,645$82K0.0%N/A0.000%
8/1/2023Truist Financial Corp31,501$190K0.0%-7.2%0.000%
7/31/2023LPL Financial LLC59,897$361K0.0%-61.2%0.000%
7/27/2023B. Riley Wealth Advisors Inc.66,000$397K0.0%-5.7%0.000%
7/26/2023Janney Montgomery Scott LLC102,744$619K0.0%+8.8%0.000%
7/25/2023 Raymond James & Associates144,537$870K0.0%-5.4%0.000%
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7/13/2023 Cambridge Investment Research Advisors Inc.22,116$133K0.0%-20.0%0.000%
6/14/2023Atria Wealth Solutions Inc.11,529$70K0.0%-16.3%0.000%
5/10/2023Oppenheimer & Co. Inc.17,243$103K0.0%+41.9%0.000%
5/10/2023Private Advisor Group LLC107,664$644K0.0%N/A0.000%
5/10/2023Grey Street Capital LLC13,729$82K0.1%N/A0.000%
5/8/2023Wolverine Asset Management LLC81,252$486K0.0%-27.1%0.000%
5/5/2023 Pinnacle Associates Ltd.13,475$81K0.0%-28.3%0.000%
5/4/2023Pinnacle Wealth Management Advisory Group LLC13,475$81K0.0%-28.3%0.000%
5/1/2023Arete Wealth Advisors LLC5,435$221.64B0.0%N/A0.000%
4/28/2023Janney Montgomery Scott LLC94,471$565K0.0%N/A0.000%
4/28/2023Schechter Investment Advisors LLC48,964$293K0.0%N/A0.000%
4/14/2023 Raymond James & Associates152,792$914K0.0%-7.7%0.000%
3/15/2023B. Riley Wealth Advisors Inc.64,000$387K0.0%+5.8%0.000%
2/15/2023Almitas Capital LLC28,890$175K0.1%N/A0.000%
2/13/2023Advisors Asset Management Inc.540,065$3.27M0.1%+7.4%0.000%
2/13/2023Destination Wealth Management11,683$71K0.0%N/A0.000%
2/10/2023CoreCap Advisors LLC217,675$1.32M0.1%+2.0%0.000%
2/10/2023 Arlington Capital Management Inc.31,192$189K0.2%N/A0.000%
2/10/2023Nottingham Advisors Inc.11,000$67K0.0%-47.6%0.000%
2/8/2023Coastal Bridge Advisors LLC1,643,346$9.94M2.8%+2.1%0.000%
2/8/2023 Raymond James & Associates165,583$1.00M0.0%+1.3%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.26,334$159K0.0%-25.5%0.000%
2/7/2023Commonwealth Equity Services LLC31,743$192K0.0%+19.4%0.000%
2/7/2023IFP Advisors Inc3,920$41K0.0%+581.7%0.000%
2/7/2023Pinnacle Wealth Management Advisory Group LLC18,790$114K0.0%N/A0.000%
2/6/2023Arete Wealth Advisors LLC5,682$220.80B0.0%N/A0.000%
2/1/2023Wolverine Asset Management LLC111,504$675K0.0%+41.0%0.000%
2/1/2023 Pinnacle Associates Ltd.18,790$114K0.0%N/A0.000%
1/18/2023Private Advisor Group LLC118,155$711.48M0.0%-29.2%0.000%
1/5/2023 Capital Investment Advisors LLC25,761$156K0.0%-12.9%0.000%
11/15/2022Coastal Bridge Advisors LLC1,609,633$8.82M2.4%+16.5%0.000%
11/15/2022Cohen & Steers Inc.326,451$1.79M0.0%-10.8%0.000%
11/14/2022Oppenheimer & Co. Inc.12,062$66K0.0%-13.6%0.000%
11/8/2022Advisors Asset Management Inc.503,044$2.76M0.1%+12.2%0.000%
10/26/2022Truist Financial Corp36,350$199K0.0%-12.9%0.000%
10/14/2022Private Advisor Group LLC166,905$915K0.0%-16.9%0.000%
9/9/2022B. Riley Wealth Management Inc.58,500$338K0.0%+33.0%0.000%
8/11/2022CoreCap Advisors LLC211,375$1.22M0.1%+316.9%0.000%
8/11/2022Sit Investment Associates Inc.21,500$124K0.0%-74.7%0.000%
8/8/2022Walleye Capital LLC50,861$294K0.0%-14.8%0.000%
8/5/2022Coastal Bridge Advisors LLC1,382,156$7.99M2.4%+24.1%0.000%
8/3/2022Wolverine Asset Management LLC78,722$455K0.0%-37.9%0.000%
7/22/2022Truist Financial Corp41,750$241K0.0%-12.8%0.000%
7/19/2022Commonwealth Equity Services LLC30,813$178K0.0%+6.7%0.000%
7/13/2022Private Advisor Group LLC200,730$1.16M0.0%+13.3%0.000%
7/13/2022 Cambridge Investment Research Advisors Inc.36,092$209K0.0%+196.2%0.000%
5/16/2022Cohen & Steers Inc.433,680$2.74M0.0%-30.2%0.000%
5/13/2022Coastal Bridge Advisors LLC1,113,664$7.03M1.6%+40.3%0.000%
5/12/2022Sit Investment Associates Inc.84,829$535K0.0%+5.2%0.000%
5/12/2022Private Advisor Group LLC177,155$1.12M0.0%+66.5%0.000%
Forget AI, Imperium Is Expected to Grow 320,00% in 3 Years (Ad)

If you think AI is big, then you have got to check out something I call Imperium… By my calculations, it’s set to grow 320,000% in three years. (You can see my calculations here.)

Watch my video for all of the details
5/10/2022B. Riley Wealth Management Inc.44,000$278K0.0%+22.2%0.000%
5/4/2022Advisor Group Holdings Inc.100,468$627K0.0%-8.5%0.000%
5/4/2022Wolverine Asset Management LLC126,716$799K0.0%-21.6%0.000%
5/4/2022Commonwealth Equity Services LLC28,890$182K0.0%+37.9%0.000%
4/29/2022CoreCap Advisors LLC50,700$320K0.0%+20.8%0.000%
4/22/2022Truist Financial Corp47,855$302K0.0%-11.0%0.000%
4/21/2022 Arlington Capital Management Inc.40,575$256K1.0%-5.7%0.000%
2/15/2022Coastal Bridge Advisors LLC793,577$4.34M1.0%-28.6%0.000%
2/11/2022Quantedge Capital Pte Ltd93,786$513K0.2%+39.0%0.000%
2/10/2022Private Advisor Group LLC106,380$582K0.0%-44.2%0.000%
(Data available from 1/1/2016 forward)

FPL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FPL shares?

During the previous two years, 42 institutional investors and hedge funds held shares of First Trust New Opportunities MLP & Energy Fund. The most heavily invested institutionals were Arete Wealth Advisors LLC ($221.64B), Saba Capital Management L.P. ($12.31M), Coastal Bridge Advisors LLC ($10.27M), Advisors Asset Management Inc. ($4.35M), Cohen & Steers Inc. ($2.26M), CoreCap Advisors LLC ($1.88M), and Raymond James & Associates ($1.11M).Learn more on FPL's institutional investors.

Which institutional investors have been buying First Trust New Opportunities MLP & Energy Fund stock?

Of the 33 institutional investors that purchased First Trust New Opportunities MLP & Energy Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Saba Capital Management L.P. ($1.07M), Coastal Bridge Advisors LLC ($895.95K), Private Advisor Group LLC ($211.81K), CoreCap Advisors LLC ($182.96K), Advisors Asset Management Inc. ($170.38K), Janney Montgomery Scott LLC ($102.74K), and Cohen & Steers Inc. ($83K).

How much institutional buying is happening at First Trust New Opportunities MLP & Energy Fund?

Institutional investors have bought a total of 3,383,793 shares in the last 24 months. This purchase volume represents approximately $20.71M in transactions.

Which First Trust New Opportunities MLP & Energy Fund major shareholders have been selling company stock?

Of the 22 institutional investors that sold First Trust New Opportunities MLP & Energy Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cohen & Steers Inc. ($227.36K), Wolverine Asset Management LLC ($191.54K), Private Advisor Group LLC ($126.32K), LPL Financial LLC ($94.53K), Sit Investment Associates Inc. ($63.33K), Raymond James & Associates ($28.70K), and Quantedge Capital Pte Ltd ($26.60K).

How much institutional selling is happening at First Trust New Opportunities MLP & Energy Fund?

Institutional investors have sold a total of 865,634 shares in the last 24 months. This volume of shares sold represents approximately $5.34M in transactions.


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This page (NYSE:FPL) was last updated on 4/29/2024 by MarketBeat.com Staff

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