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First Trust New Opportunities shares owned by Baystate Wealth Management

Quarter-by-quarter ownership of First Trust New Opportunities (FPL) shares owned by Baystate Wealth Management from 13F filings

Historical chart of Baystate Wealth Management investment in First Trust New Opportunities

Tip: Access up to 7 years of quarterly data

All positions including First Trust New Opportunities held by Baystate Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust New Opportunities by Baystate Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.9k 707 6.89
2023-06-30 $82k 14k 6.02

More positions owned by Baystate Wealth Management

Ishares Russell Top 200 Growth Etf Etf (IWY)
Spdr S&p World Ex-us Etf (SPDW)
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)
Ishares S&p 500 Index Etf (IVV)
Ishares Aggregate Bond Etf Etf (AGG)
Vanguard Value Etf Etf (VTV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Blackrock Ultra Short-term Bond Etf Etf (ICSH)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Tr Russell Midcap Index Etf (IWR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard S&p Small-cap 600 Etf Etf (VIOO)
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Value Factor Etf Etf (VLUE)

View all positions for Baystate Wealth Management

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