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First Trust New Opportunities shares owned by Atomi Financial Group

Quarter-by-quarter ownership of First Trust New Opportunities (FPL) shares owned by Atomi Financial Group from 13F filings

Historical chart of Atomi Financial Group investment in First Trust New Opportunities

Tip: Access up to 7 years of quarterly data

All positions including First Trust New Opportunities held by Atomi Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust New Opportunities by Atomi Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $326k 47k 6.88
2023-09-30 $299k 48k 6.26

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Coinbase Global Com Cl A (COIN)
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Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Amazon (AMZN)
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)

View all positions for Atomi Financial Group

Top funds holding First Trust New Opportunities

Saba Capital Management
LLBH Private Wealth Management
Advisors Asset Management
Goldman Sachs Group
CoreCap Advisors
Rivernorth Capital Management
Raymond James & Associates
National Asset Management
Private Advisor
Clough Capital Partners
Advisor Group Holdings
Kayne Anderson Capital Advisors, L.p
Schechter Investment Advisors
Wolverine Asset Management
Atomi Financial Group

View all funds holding First Trust New Opportunities