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First Trust New Opportunities shares owned by Schechter Investment Advisors

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

Historical chart of Schechter Investment 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 Schechter Investment 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 Schechter Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $337k 49k 6.88
2023-09-30 $307k 49k 6.26
2023-06-30 $295k 49k 6.02
2023-03-31 $293k 49k 5.98

More positions owned by Schechter Investment Advisors

Apple Stock (AAPL)
Merck & Co Stock (MRK)
Vanguard Value Etf Etf (VTV)
Ares Acquisition Corp Ii Shs Class A Stock (AACT)
Screaming Eagle Acquisitn Corp Class A Ord Stock (SCRM)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Growth Etf Etf (VUG)
Vanguard Total International Stock Etf Etf (VXUS)
Microsoft Corp Stock (MSFT)
Inflection Pt Acquisitn Crp Ii Cl A Ord Stock (IPXX)
Albertsons Cos Stock (ACI)
Amazon Stock (AMZN)
Gores Holdings Ix Inc Class A Stock (GHIX)
Silverbox Corp Iii Com Cl A Stock (SBXC)
Nabors Energy Transition Corp Cl A Stock (NETD)

View all positions for Schechter Investment 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