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Get Institutions for : 
First Trust New Opportunities Mlp & Energy Fund (FPL)  
$7.76 0.00 (0.00%) as of 4:30 Fri 5/3


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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  : 
1.08 (16.17%)  




 
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
   Schechter Investment Advisors LLC 442 - 2024-03-31 48,964 $375,000 0
   SIT INVESTMENT ASSOCIATES INC 483 - 2023-12-31 21,500 $148,000 0
   WEDBUSH MORGAN SECURITIES INC 1023 - 2023-12-31 17,600 $121,000 0
   Grey Street Capital LLC 132 - 2023-12-31 13,729 $94,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2277 - 2024-03-31 11,850 $91,000 0
   Catalina Capital Group LLC 291 - 2024-03-31 11,769 $90,000 0
   NOTTINGHAM ADVISORS INC 128 - 2023-12-31 11,000 $76,000 0
   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
   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. 1570 - 2024-03-31 2,100 $16,000 0
   Cedar Mountain Advisors LLC 177 - 2024-03-31 1,689 $13,000 0
   Clear Perspectives Financial Planning LLC 141 - 2023-03-31 1,500 $9,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2872 - 2023-12-31 450 $3,000 0
   PRINCIPAL SECURITIES INC. 2760 - 2024-03-31 417 $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
   PROEQUITIES INC. 6115 - 2024-03-31 0 $0 0

  20 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results