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First Trust New Opportunities shares owned by Pinnacle Wealth Management Advisory

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

Historical chart of Pinnacle Wealth Management Advisory investment in First Trust New Opportunities

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Trust New Opportunities by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $96k 14k 6.88
2023-09-30 $86k 14k 6.26
2023-06-30 $82k 14k 6.02
2023-03-31 $81k 14k 5.98
2022-12-31 $114k 19k 6.05

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iShares Core S&P S/C ETF Etf (IJR)
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iShares Core S&P 500 Index Fun Etf (IVV)
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JPMorgan Equity Premium ETF Etf (JEPI)
iShares Tr S&P Midcap 400 Etf (IJH)

View all positions for Pinnacle Wealth Management Advisory

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