Who owns First Trust New Opportunities?
- Ticker: FPL
- CUSIP Number: 33739m100
Tip: Access positions for across all investors
Analyze quarterly positions in First Trust New Opportunities with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold First Trust New Opportunities this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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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 |