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Get Institutions for : 
First Trust New Opportunities Mlp & Energy Fund (FPL)  
$7.72 0.03 (0.39%) as of 4:30 Mon 4/29


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 60    5
Total shares held : 
 8,344,413  
% of shares held : 
 35.03%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -2  
Amount of shares held : 
 415,271  
% of shares held change : 
   1.74%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $6.09  
Last Quarter's Ending Price : 
 $6.88  
Last Quarter's Average Price : 
 $6.68  
Change from last quarter's     
avg. price to the last closing  : 
1.04 (15.57%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 600,262
 7.19%
 
Increased Positions :
13
 395,802
 4.74%
 
Unchanged Positions :
18
 2,110,903
 25.3%
 
Decreased Positions :
20
-437,809
-5.25%
 
Closed Positions :
4
-142,984
-1.71%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SABA CAPITAL MANAGEMENT, L.P. 71 - 2023-12-31 1,965,760 $13,524,000 0
   LLBH Private Wealth Management LLC 8 - 2023-12-31 1,683,712 $11,584,000 -39,808
   MORGAN STANLEY 3543 - 2023-12-31 1,094,962 $7,533,000 -17,941
   FIXED INCOME SECURITIES INC 254 - 2023-12-31 689,580 $4,744,000 -5,232
   COHEN & STEERS INC 202 - 2023-12-31 328,800 $2,262,000 83,000
   GOLDMAN SACHS GROUP INC/ 3058 *New 2023-12-31 326,487 $2,246,000 326,487
   CoreCap Advisors LLC 170 - 2023-12-31 273,675 $1,883,000 9,260
   RIVERNORTH CAPITAL MANAGEMENT, INC. 169 - 2023-12-31 242,804 $1,670,000 -75,100
   LPL FINANCIAL CORP 2790 - 2023-12-31 187,750 $1,292,000 147,233
   RAYMOND JAMES & ASSOCIATES 2461 - 2024-03-31 157,326 $1,205,000 -4,315
   Hunting Hill Global Capital LLC 29 *New 2023-12-31 145,500 $1,001,000 145,500
   INVESCO LTD 2841 - 2023-12-31 131,358 $904,000 40,022
   AMERIPRISE FINANCIAL INC 3192 - 2023-12-31 120,402 $828,000 9,268
   NATIONAL ASSET MANAGEMENT, INC. 755 - 2023-12-31 80,501 $554,000 9,500
   Private Advisor Group LLC 1459 - 2023-12-31 73,709 $507,000 -38,746
   CLOUGH CAPITAL PARTNERS L P 151 *New 2023-12-31 55,356 $381,000 55,356
   Advisor Group Holdings Inc. 3368 - 2023-12-31 55,113 $379,000 -141,455
   KAYNE ANDERSON CAPITAL ADVISORS LP 75 - 2023-12-31 53,700 $369,000 8,000
   Schechter Investment Advisors LLC 427 - 2023-12-31 48,964 $337,000 0
   WOLVERINE ASSET MANAGEMENT LLC 493 - 2023-12-31 47,933 $330,000 -78,470
   Atomi Financial Group Inc. 388 - 2023-12-31 47,386 $326,000 -419
   ROYAL BANK OF CANADA 4057 - 2023-12-31 45,787 $315,000 787
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2811 - 2024-03-31 39,920 $306,000 -42,640
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4426 - 2023-12-31 43,386 $298,000 20,244
   WELLS FARGO & CO/MN 3725 - 2023-12-31 38,381 $264,000 -5,810
   Sea Otter Advisors LLC 56 - 2023-12-31 32,600 $224,000 22,600
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 3029 - 2024-03-31 23,663 $181,000 2,148
   BB&T CORP 2469 - 2023-12-31 25,900 $178,000 -3,800
   Capital Investment Advisors LLC 584 - 2024-03-31 23,045 $177,000 -1,187
   Retirement Planning Co of New England Inc. 225 - 2023-12-31 22,956 $158,000 -292
   JANE STREET GROUP LLC 4856 *New 2023-12-31 22,621 $156,000 22,621
   SIT INVESTMENT ASSOCIATES INC 483 - 2023-12-31 21,500 $148,000 0
   Quarry LP 129 *New 2023-12-31 21,360 $147,000 21,360
   WEDBUSH MORGAN SECURITIES INC 1023 - 2023-12-31 17,600 $121,000 0
   PINNACLE ASSOCIATES LTD 814 - 2024-03-31 14,121 $108,000 152
   COMMONWEALTH EQUITY SERVICES LLC. 3589 - 2023-12-31 14,710 $101,000 -6,271
   UBS Group AG 4928 - 2023-12-31 14,450 $99,000 -1,365
   Pine Valley Investments Ltd Liability Co 437 - 2023-12-31 14,360 $99,000 -8,275
   Pinnacle Wealth Management Advisory Group LLC 324 - 2023-12-31 13,969 $96,000 160
   Grey Street Capital LLC 132 - 2023-12-31 13,729 $94,000 0
   OPPENHEIMER & CO INC 1337 - 2023-12-31 13,516 $93,000 -2,412
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2277 - 2024-03-31 11,850 $91,000 0
   Merit Financial Group LLC 756 - 2023-12-31 13,126 $90,000 0
   Yakira Capital Management Inc. 133 *New 2023-12-31 11,704 $81,000 11,704
   NOTTINGHAM ADVISORS INC 128 - 2023-12-31 11,000 $76,000 0
   STIFEL FINANCIAL CORP 3182 *New 2023-12-31 10,078 $69,000 10,078
   CAROLINAS WEALTH CONSULTING LLC 319 - 2023-12-31 8,298 $57,000 0
   Johnson Midwest Financial LLC 87 - 2023-09-30 7,200 $45,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 386 - 2024-03-31 4,954 $38,000 -1,495
   NBC SECURITIES INC. 1210 - 2024-03-31 4,911 $37,000 -107
   DHJJ Financial Advisors Ltd. 376 - 2024-03-31 2,350 $18,000 0
   Steward Partners Investment Advisory LLC 2486 - 2023-12-31 2,300 $16,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1542 - 2023-12-31 2,100 $14,000 0
   Cedar Mountain Advisors LLC 177 - 2024-03-31 1,689 $13,000 0
   HANSON MCCLAIN, INC. 2019 - 2024-03-31 1,590 $12,000 26
   Clear Perspectives Financial Planning LLC 141 - 2023-03-31 1,500 $9,000 0
   Hobbs Group Advisors LLC 389 - 2023-12-31 1,000 $7,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 874 *New 2023-12-31 707 $5,000 707
   PRINCIPAL SECURITIES INC. 2624 - 2023-12-31 417 $3,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2872 - 2023-12-31 450 $3,000 0
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 500 $3,000 0
   Global Retirement Partners LLC 2825 - 2024-03-31 120 $1,000 0
   Atria Wealth Solutions Inc. 1923 *Closed 2023-12-31 0 $0 -12,505
   JANNEY MONTGOMERY SCOTT LLC 2696 *Closed 2023-12-31 0 $0 -101,549
   J P MORGAN CHASE & CO 6142 *Closed 2023-12-31 0 $0 -84
   Quantedge Capital Pte Ltd 116 *Closed 2023-12-31 0 $0 -28,846
   PROEQUITIES INC. 9330 - 2023-12-31 0 $0 0
  67 Records found
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