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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
   LLBH Private Wealth Management LLC 11 - 2024-03-31 1,182,865 $9,061,000 -500,847
   MORGAN STANLEY 3444 - 2024-03-31 1,080,316 $8,275,000 -14,646
   FIXED INCOME SECURITIES INC 260 - 2024-03-31 670,883 $5,139,000 -18,697
   LPL FINANCIAL CORP 2833 - 2024-03-31 183,397 $1,405,000 -4,353
   RAYMOND JAMES & ASSOCIATES 2461 - 2024-03-31 157,326 $1,205,000 -4,315
   AMERIPRISE FINANCIAL INC 3173 - 2024-03-31 106,402 $815,000 -14,000
   NATIONAL ASSET MANAGEMENT, INC. 850 - 2024-03-31 71,001 $444,000 -9,500
   Advisor Group Holdings Inc. 3094 - 2024-03-31 52,422 $402,000 -2,691
   Atomi Financial Group Inc. 486 - 2024-03-31 44,305 $339,000 -3,081
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2811 - 2024-03-31 39,920 $306,000 -42,640
   WELLS FARGO & CO/MN 3724 - 2024-03-31 37,054 $284,000 -1,327
   WOLVERINE ASSET MANAGEMENT LLC 504 - 2024-03-31 26,360 $202,000 -21,573
   BB&T CORP 2467 - 2024-03-31 24,500 $188,000 -1,400
   Capital Investment Advisors LLC 584 - 2024-03-31 23,045 $177,000 -1,187
   Retirement Planning Co of New England Inc. 212 - 2024-03-31 22,783 $175,000 -173
   Pine Valley Investments Ltd Liability Co 431 - 2024-03-31 14,176 $109,000 -184
   WEDBUSH MORGAN SECURITIES INC 1177 - 2024-03-31 13,300 $102,000 -4,300
   Merit Financial Group LLC 838 - 2024-03-31 12,982 $101,000 -144
   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
  20 Records found
  1    
  Page 1 of 1
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