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First Trust New Opportunities shares owned by DHJJ Financial Advisors

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

Historical chart of DHJJ Financial Advisors investment in First Trust New Opportunities

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Trust New Opportunities by DHJJ Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $18k 2.4k 7.66
2023-12-31 $16k 2.4k 6.88
2023-09-30 $15k 2.4k 6.26

More positions owned by DHJJ Financial Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Russell 2000 Etf (IWM)
First Tr Value Line Divid In SHS (FVD)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
First Tr Exchng Traded Fd Vi Cboe Eqt Bufer (FNOV)
Innovator Etfs Tr Us Eqty Bufr Jan (BJAN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for DHJJ Financial Advisors

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