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First Trust New Opportunities shares owned by Blue Bell Private Wealth Management

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

Historical chart of Blue Bell Private 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 Blue Bell Private 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 Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $38k 5.0k 7.66
2023-12-31 $44k 6.4k 6.88

More positions owned by Blue Bell Private Wealth Management

Spdr S&p 500 Etf Trust Etf (SPY)
General Amern Invs Cef (GAM)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Royce Value Tr Cef (RVT)
Schwab U.s. Small-cap Etf Etf (SCHA)
Allianzim U.s. Large Cap Buffer20 Oct Etf Etf (OCTW)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private 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