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

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$7.53

+0.12 (+1.62%)

(As of 04/18/2024 ET)

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Number of Institutional Buyers (last 12 months): 28
Total Institutional Inflows (last 12 months): $18.08M

Number of Institutional Sellers (last 12 months): 20
Total Institutional Outflows (last 12 months): $3.38M

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FPL Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/15/2024	B. Riley Wealth Advisors Inc.	80,501	$554K	0.0%	+13.4%	0.000%
3/1/2024	Goldman Sachs Group Inc.	326,487	$2.25M	0.0%	N/A	0.000%
2/20/2024	Quarry LP	21,360	$147K	0.0%	N/A	0.000%
2/15/2024	Coastal Bridge Advisors LLC	1,683,712	$11.58M	3.0%	-2.3%	0.000%
2/15/2024	Cohen & Steers Inc.	328,800	$2.26M	0.0%	+33.8%	0.000%
2/13/2024	Oppenheimer & Co. Inc.	13,516	$93K	0.0%	-15.1%	0.000%
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2/13/2024	Goldman Sachs Group Inc.	326,487	$2.25M	0.0%	N/A	0.000%
2/12/2024	Stifel Financial Corp	10,078	$69K	0.0%	N/A	0.000%
2/12/2024	Pine Valley Investments Ltd Liability Co	14,360	$99K	0.0%	-36.6%	0.000%
2/7/2024	Kayne Anderson Capital Advisors LP	53,700	$369K	0.0%	+17.5%	0.000%
2/6/2024	Private Advisor Group LLC	73,709	$507K	0.0%	-34.5%	0.000%
2/2/2024	Truist Financial Corp	25,900	$178K	0.0%	-12.8%	0.000%
2/1/2024	Wolverine Asset Management LLC	47,933	$330K	0.0%	-62.1%	0.000%
1/25/2024	Blue Bell Private Wealth Management LLC	6,449	$44K	0.0%	N/A	0.000%
1/16/2024	Raymond James Financial Services Advisors Inc.	82,560	$568K	0.0%	+200.0%	0.000%
1/16/2024	Raymond James & Associates	161,641	$1.11M	0.0%	-4.5%	0.000%
1/16/2024	CoreCap Advisors LLC	273,675	$1.88M	0.1%	+3.5%	0.000%
12/1/2023	B. Riley Wealth Advisors Inc.	71,001	$444K	0.0%	+7.6%	0.000%
11/15/2023	Royal Bank of Canada	45,000	$282K	0.0%	-13.3%	0.000%
11/15/2023	Ameriprise Financial Inc.	111,134	$696K	0.0%	-2.7%	0.000%
11/15/2023	Advisors Asset Management Inc.	694,812	$4.35M	0.1%	+12.7%	0.000%
11/14/2023	Saba Capital Management L.P.	1,965,760	$12.31M	0.3%	+119.4%	0.000%
11/13/2023	LPL Financial LLC	40,517	$254K	0.0%	-32.4%	0.000%
11/13/2023	Quantedge Capital Pte Ltd	28,846	$181K	0.1%	-48.0%	0.000%
11/13/2023	Invesco Ltd.	91,336	$572K	0.0%	+49.5%	0.000%
11/13/2023	Wolverine Asset Management LLC	126,403	$791K	0.0%	+38.0%	0.000%
11/9/2023	Atomi Financial Group Inc.	47,805	$299K	0.1%	N/A	0.000%
11/9/2023	UBS Group AG	15,815	$99K	0.0%	-37.8%	0.000%
11/9/2023	Kayne Anderson Capital Advisors LP	45,700	$286K	0.0%	N/A	0.000%
11/8/2023	Oppenheimer & Co. Inc.	15,928	$100K	0.0%	-34.6%	0.000%
11/7/2023	Merit Financial Group LLC	13,126	$82K	0.0%	-20.1%	0.000%
11/4/2023	NBC Securities Inc.	6,230	$39K	0.0%	N/A	0.000%
11/3/2023	Private Advisor Group LLC	112,455	$704K	0.0%	-4.3%	0.000%
10/24/2023	Raymond James Financial Services Advisors Inc.	27,517	$172K	0.0%	+166.9%	0.000%
10/24/2023	Raymond James & Associates	169,299	$1.06M	0.0%	+17.1%	0.000%
10/23/2023	Commonwealth Equity Services LLC	20,981	$131K	0.0%	-11.2%	0.000%
10/16/2023	Capital Investment Advisors LLC	25,416	$159K	0.0%	N/A	0.000%
9/21/2023	Baystate Wealth Management LLC	13,645	$82K	0.0%	N/A	0.000%
8/21/2023	Osaic Holdings Inc.	122,853	$740K	0.0%	-26.2%	0.000%
8/17/2023	Coastal Bridge Advisors LLC	1,705,355	$10.27M	2.5%	+2.8%	0.000%
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8/10/2023	Osaic Holdings Inc.	122,853	$740K	0.0%	-26.2%	0.000%
8/10/2023	Private Advisor Group LLC	117,455	$760K	0.0%	+9.1%	0.000%
8/9/2023	Lido Advisors LLC	20,000	$120K	0.0%	N/A	0.000%
8/7/2023	Wolverine Asset Management LLC	91,597	$551K	0.0%	+12.7%	0.000%
8/3/2023	Oppenheimer & Co. Inc.	24,337	$147K	0.0%	+41.1%	0.000%
8/2/2023	Baystate Wealth Management LLC	13,645	$82K	0.0%	N/A	0.000%
8/1/2023	Truist Financial Corp	31,501	$190K	0.0%	-7.2%	0.000%
7/31/2023	LPL Financial LLC	59,897	$361K	0.0%	-61.2%	0.000%
7/27/2023	B. Riley Wealth Advisors Inc.	66,000	$397K	0.0%	-5.7%	0.000%
7/26/2023	Janney Montgomery Scott LLC	102,744	$619K	0.0%	+8.8%	0.000%
7/25/2023	Raymond James & Associates	144,537	$870K	0.0%	-5.4%	0.000%
7/13/2023	Cambridge Investment Research Advisors Inc.	22,116	$133K	0.0%	-20.0%	0.000%
6/14/2023	Atria Wealth Solutions Inc.	11,529	$70K	0.0%	-16.3%	0.000%
5/22/2023	Arete Wealth Advisors LLC	5,435	$222K	0.0%	N/A	0.000%
5/22/2023	Ameriprise Financial Inc.	102,414	$612K	0.0%	-13.8%	0.000%
5/17/2023	B. Riley Wealth Advisors Inc.	70,000	$419K	0.0%	+9.4%	0.000%
5/16/2023	Susquehanna International Group LLP	17,633	$105K	0.0%	N/A	0.000%
5/12/2023	Advisors Asset Management Inc.	585,852	$3.50M	0.1%	+8.5%	0.000%
5/11/2023	Commonwealth Equity Services LLC	23,920	$143K	0.0%	-24.6%	0.000%
5/10/2023	Oppenheimer & Co. Inc.	17,243	$103K	0.0%	+41.9%	0.000%
5/10/2023	Private Advisor Group LLC	107,664	$644K	0.0%	N/A	0.000%
5/10/2023	Grey Street Capital LLC	13,729	$82K	0.1%	N/A	0.000%
5/10/2023	LPL Financial LLC	154,427	$923K	0.0%	+242.3%	0.000%
5/8/2023	Wolverine Asset Management LLC	81,252	$486K	0.0%	-27.1%	0.000%
5/5/2023	Pinnacle Associates Ltd.	13,475	$81K	0.0%	-28.3%	0.000%
5/4/2023	Pinnacle Wealth Management Advisory Group LLC	13,475	$81K	0.0%	-28.3%	0.000%
5/1/2023	Arete Wealth Advisors LLC	5,435	$221.64B	0.0%	N/A	0.000%
4/28/2023	Janney Montgomery Scott LLC	94,471	$565K	0.0%	N/A	0.000%
4/28/2023	Schechter Investment Advisors LLC	48,964	$293K	0.0%	N/A	0.000%
4/14/2023	Raymond James & Associates	152,792	$914K	0.0%	-7.7%	0.000%
3/15/2023	B. Riley Wealth Advisors Inc.	64,000	$387K	0.0%	+5.8%	0.000%
2/21/2023	B. Riley Wealth Advisors Inc.	64,000	$387K	0.0%	+5.8%	0.000%
2/17/2023	Truist Financial Corp	34,450	$208K	0.0%	-5.2%	0.000%
2/15/2023	Morgan Stanley	1,160,600	$7.02M	0.0%	+5.2%	0.000%
2/15/2023	Almitas Capital LLC	28,890	$175K	0.1%	N/A	0.000%
2/13/2023	Advisors Asset Management Inc.	540,065	$3.27M	0.1%	+7.4%	0.000%
2/13/2023	Wells Fargo & Company MN	47,374	$287K	0.0%	-28.8%	0.000%
2/13/2023	Atria Wealth Solutions Inc.	13,781	$83K	0.0%	+20.0%	0.000%
2/13/2023	Destination Wealth Management	11,683	$71K	0.0%	N/A	0.000%
2/10/2023	CoreCap Advisors LLC	217,675	$1.32M	0.1%	+2.0%	0.000%
2/10/2023	Advisor Group Holdings Inc.	159,663	$967K	0.0%	-7.3%	0.000%
2/10/2023	Arlington Capital Management Inc.	31,192	$189K	0.2%	N/A	0.000%
2/10/2023	Nottingham Advisors Inc.	11,000	$67K	0.0%	-47.6%	0.000%
2/8/2023	Coastal Bridge Advisors LLC	1,643,346	$9.94M	2.8%	+2.1%	0.000%
2/8/2023	Raymond James & Associates	165,583	$1.00M	0.0%	+1.3%	0.000%
2/8/2023	UBS Group AG	42,465	$257K	0.0%	+10.7%	0.000%
2/8/2023	Cambridge Investment Research Advisors Inc.	26,334	$159K	0.0%	-25.5%	0.000%
2/7/2023	Commonwealth Equity Services LLC	31,743	$192K	0.0%	+19.4%	0.000%
2/7/2023	LPL Financial LLC	45,113	$273K	0.0%	-74.3%	0.000%
2/7/2023	IFP Advisors Inc	3,920	$41K	0.0%	+581.7%	0.000%
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2/7/2023	Pinnacle Wealth Management Advisory Group LLC	18,790	$114K	0.0%	N/A	0.000%
2/6/2023	Arete Wealth Advisors LLC	5,682	$220.80B	0.0%	N/A	0.000%
2/1/2023	Wolverine Asset Management LLC	111,504	$675K	0.0%	+41.0%	0.000%
2/1/2023	Pinnacle Associates Ltd.	18,790	$114K	0.0%	N/A	0.000%
1/18/2023	Private Advisor Group LLC	118,155	$711.48M	0.0%	-29.2%	0.000%
1/5/2023	Capital Investment Advisors LLC	25,761	$156K	0.0%	-12.9%	0.000%
11/22/2022	B. Riley Wealth Advisors Inc.	60,500	$332K	0.0%	N/A	0.000%
11/15/2022	Coastal Bridge Advisors LLC	1,609,633	$8.82M	2.4%	+16.5%	0.000%
11/15/2022	Cohen & Steers Inc.	326,451	$1.79M	0.0%	-10.8%	0.000%
11/15/2022	Commonwealth Equity Services LLC	26,592	$145K	0.0%	-13.7%	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, 56 institutional investors and hedge funds held shares of First Trust New Opportunities MLP & Energy Fund. The most heavily invested institutionals were Saba Capital Management L.P. ($12.31M), Coastal Bridge Advisors LLC ($11.58M), Morgan Stanley ($7.02M), Advisors Asset Management Inc. ($4.35M), Cohen & Steers Inc. ($2.26M), Goldman Sachs Group Inc. ($2.25M), and CoreCap Advisors LLC ($1.88M).Learn more on FPL's institutional investors.
Which institutional investors have been buying First Trust New Opportunities MLP & Energy Fund stock?: Of the 45 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), Goldman Sachs Group Inc. ($652.97K), Advisors Asset Management Inc. ($216.16K), Private Advisor Group LLC ($211.81K), CoreCap Advisors LLC ($182.96K), and LPL Financial LLC ($109.31K).
How much institutional buying is happening at First Trust New Opportunities MLP & Energy Fund?: Institutional investors have bought a total of 4,613,012 shares in the last 24 months. This purchase volume represents approximately $28.68M in transactions.

Which First Trust New Opportunities MLP & Energy Fund major shareholders have been selling company stock?: Of the 31 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: LPL Financial LLC ($254.83K), Cohen & Steers Inc. ($227.36K), Wolverine Asset Management LLC ($191.54K), Advisors Asset Management Inc. ($167.46K), Private Advisor Group LLC ($126.32K), Osaic Holdings Inc. ($87.35K), and Sit Investment Associates Inc. ($63.33K).
How much institutional selling is happening at First Trust New Opportunities MLP & Energy Fund?: Institutional investors have sold a total of 1,444,634 shares in the last 24 months. This volume of shares sold represents approximately $8.92M in transactions.

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This page (NYSE:FPL) was last updated on 4/19/2024 by MarketBeat.com Staff

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

FPL Institutional Buying and Selling by Quarter

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

FPL Institutional Ownership - Frequently Asked Questions

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

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

FPL Institutional Buying and Selling by Quarter

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

FPL Institutional Ownership - Frequently Asked Questions