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 $14M 0% Dec 2023
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LLBH Private Wealth Management 1.7M $12M -2% Dec 2023
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Morgan Stanley 1.1M $7.0M -3% Sep 2023
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Advisors Asset Management 690k $4.7M -1% Dec 2023
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Goldman Sachs Group 327k $2.2M 100% Dec 2023
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CoreCap Advisors 274k $1.9M 4% Dec 2023
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Cohen & Steers Capital Management 246k $1.5M 0% Sep 2023
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Rivernorth Capital Management 243k $1.7M -24% Dec 2023
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Raymond James & Associates 162k $1.1M -5% Dec 2023
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Ameriprise Financial 111k $696k -3% Sep 2023
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Invesco 91k $572k 49% Sep 2023
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Raymond James Financial Services Advisors 83k $568k 200% Dec 2023
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National Asset Management 81k $554k 13% Dec 2023
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Private Advisor 74k $507k -34% Dec 2023
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Clough Capital Partners 55k $381k 100% Dec 2023
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Advisor Group Holdings 55k $379k -72% Dec 2023
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Kayne Anderson Capital Advisors, L.p 54k $370k 18% Dec 2023
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Schechter Investment Advisors 49k $337k 0% Dec 2023
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Wolverine Asset Management 48k $330k -62% Dec 2023
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Atomi Financial Group 47k $326k -1% Dec 2023
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Royal Bank of Canada 46k $315k 2% Dec 2023
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LPL Financial 41k $254k -32% Sep 2023
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Wells Fargo & Company 38k $264k -13% Dec 2023
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Sea Otter Advisors 33k $224k 226% Dec 2023
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Quantedge Capital Pte 29k $181k -48% Sep 2023
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Branch Banking & Trust Company 26k $178k -13% Dec 2023
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Capital Investment Advisors 24k $167k -5% Dec 2023
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Susquehanna International 23k $145k 22% Sep 2023
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Retirement Planning Co of New England 23k $158k -1% Dec 2023
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Jane Street 23k $156k 100% Dec 2023
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Cambridge Investment Research Advisors 22k $148k -4% Dec 2023
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Sit Investment Associates 22k $135k 0% Sep 2023
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Quarry 21k $147k 100% Dec 2023
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Wedbush Morgan Securities 18k $121k 0% Dec 2023
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Oppenheimer & Co 16k $100k -35% Sep 2023
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Commonwealth Equity Services 15k $101k -30% Dec 2023
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UBS Group 15k $99k -9% Dec 2023
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Pine Valley Investments Ltd Liability 14k $99k -37% Dec 2023
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Gail Mannix 14k $96k 1% Dec 2023
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Pinnacle Wealth Management Advisory 14k $96k 1% Dec 2023
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Grey Street Capital 14k $95k 0% Dec 2023
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Merit Financial Group 13k $90k 0% Dec 2023
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Wealth Enhancement Advisory Services 12k $82k -11% Dec 2023
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Nottingham Advisors 11k $76k 0% Dec 2023
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Stifel Financial 10k $69k 100% Dec 2023
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Carolinas Wealth Consulting 8.3k $55k 0% Sep 2023
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Johnson Midwest Financial 7.2k $45k 0% Sep 2023
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Blue Bell Private Wealth Management 6.4k $44k 100% Dec 2023
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Nbc Securities 5.0k $34k -19% Dec 2023
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DHJJ Financial Advisors 2.4k $16k 0% Dec 2023
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Steward Partners Investment Advisory 2.3k $16k 0% Dec 2023
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Benjamin F. Edwards & Company 2.1k $14k 0% Dec 2023
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Cedar Mountain Advisors 1.7k $12k 0% Dec 2023
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Hanson McClain Advisors 1.6k $11k 2% Dec 2023
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Hobbs Group Advisors 1.0k $6.9k 100% Dec 2023
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Baystate Wealth Management 707.00 $4.9k 100% Dec 2023
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Highlander Capital Management 500.00 $3.4k 0% Dec 2023
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Northwestern Mutual Wealth Management Company 450.00 $2.8k 0% Sep 2023
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Principal Securities 417.00 $2.9k 100% Dec 2023
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Global Retirement Partners 120.00 $827.004000 0% Dec 2023
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Who sold out of First Trust New Opportunities?

Fund or Company Name Date Sold Shares Held Valued At
Janney Montgomery Scott Sep 2023 102k $636k
Atria Wealth Solutions Sep 2023 13k $78k