Who owns First Trust New Opportunities?

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Analyze quarterly positions in First Trust New Opportunities with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of First Trust New Opportunities stock

Who bought or sold First Trust New Opportunities this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Saba Capital Management 2.0M $15M 0% Mar 2024
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LLBH Private Wealth Management 1.2M $9.1M -30% Mar 2024
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Morgan Stanley 1.1M $8.3M -3% Mar 2024
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Goldman Sachs Group 918k $7.0M 181% Mar 2024
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Advisors Asset Management 690k $4.7M -1% Dec 2023
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Cohen & Steers Capital Management 344k $2.6M 40% Mar 2024
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CoreCap Advisors 274k $1.9M 4% Dec 2023
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Rivernorth Capital Management 243k $1.9M 0% Mar 2024
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LPL Financial 183k $1.4M 353% Mar 2024
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Yakira Capital Management 163k $1.2M 100% Mar 2024
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Raymond James & Associates 157k $1.2M -3% Mar 2024
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Hunting Hill Global Capital 146k $1.1M 100% Mar 2024
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Royal Bank of Canada 127k $970k 176% Mar 2024
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Quarry 115k $884k 440% Mar 2024
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Ameriprise Financial 106k $815k -4% Mar 2024
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Sit Investment Associates 100k $768k 367% Mar 2024
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Almitas Capital 92k $707k 100% Mar 2024
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Jane Street 75k $571k 229% Mar 2024
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National Asset Management 71k $445k -12% Mar 2024
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Susquehanna International 68k $523k 195% Mar 2024
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Advisor Group Holdings 52k $402k -5% Mar 2024
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Schechter Investment Advisors 49k $375k 0% Mar 2024
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Atomi Financial Group 44k $339k -7% Mar 2024
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Oppenheimer & Co 42k $321k 163% Mar 2024
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Flow State Investments 40k $309k 100% Mar 2024
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Sea Otter Advisors 40k $307k 23% Mar 2024
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Raymond James Financial Services Advisors 40k $306k -52% Mar 2024
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Wells Fargo & Company 37k $284k -3% Mar 2024
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Wolverine Asset Management 26k $202k -45% Mar 2024
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Branch Banking & Trust Company 25k $188k -5% Mar 2024
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Cambridge Investment Research Advisors 24k $181k 10% Mar 2024
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Capital Investment Advisors 23k $177k -5% Mar 2024
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Retirement Planning Co of New England 23k $175k -1% Mar 2024
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Wedbush Morgan Securities 18k $121k 0% Dec 2023
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UBS Group 15k $117k 6% Mar 2024
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Commonwealth Equity Services 15k $113k 0% Mar 2024
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Pine Valley Investments Ltd Liability 14k $109k -1% Mar 2024
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Gail Mannix 14k $108k 1% Mar 2024
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Pinnacle Wealth Management Advisory 14k $108k 1% Mar 2024
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CSS 14k $107k 100% Mar 2024
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Grey Street Capital 14k $95k 0% Dec 2023
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Merit Financial Group 13k $101k -1% Mar 2024
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Wealth Enhancement Advisory Services 12k $91k 0% Mar 2024
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Catalina Capital Group 12k $90k 0% Mar 2024
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Nottingham Advisors 11k $76k 0% Dec 2023
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Blue Bell Private Wealth Management 5.0k $38k -23% Mar 2024
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Nbc Securities 4.9k $37k -2% Mar 2024
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DHJJ Financial Advisors 2.4k $18k 0% Mar 2024
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Steward Partners Investment Advisory 2.3k $18k 0% Mar 2024
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Benjamin F. Edwards & Company 2.1k $16k 0% Mar 2024
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Cedar Mountain Advisors 1.7k $13k 0% Mar 2024
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Hanson McClain Advisors 1.6k $12k 2% Mar 2024
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Hobbs Group Advisors 1.0k $6.9k 100% Dec 2023
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Bank of America Corporation 746.00 $5.7k 100% Mar 2024
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Baystate Wealth Management 707.00 $4.9k 100% Dec 2023
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Goss Wealth Management 566.00 $4.3k 100% Mar 2024
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Highlander Capital Management 500.00 $3.8k 0% Mar 2024
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Northwestern Mutual Wealth Management Company 450.00 $3.4k 0% Mar 2024
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Principal Securities 417.00 $3.2k 0% Mar 2024
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Global Retirement Partners 120.00 $918.996000 0% Mar 2024
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Who sold out of First Trust New Opportunities?

Fund or Company Name Date Sold Shares Held Valued At
Private Advisor Dec 2023 74k $507k
Clough Capital Partners Dec 2023 55k $381k
Kayne Anderson Capital Advisors, L.p Dec 2023 54k $370k
Quantedge Capital Pte Sep 2023 29k $181k
Stifel Financial Dec 2023 10k $69k