Clear Perspectives Financial Planning, LLC First Trust New Opportunities Mlp & Energy Fund Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
A detailed history of Clear Perspectives Financial Planning, LLC transactions in First Trust New Opportunities Mlp & Energy Fund stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 1,500 shares of FPL stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,500
Previous 1,500
-0.0%
Holding current value
$0
Previous $9,000
11.11%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FPL
# of Institutions
6Shares Held
12.9KCall Options Held
0Put Options Held
0-
Johnson Midwest Financial, LLC7.2KShares$00.1% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ3KShares$00.0% of portfolio
-
Baystate Wealth Management LLC707Shares$00.0% of portfolio
-
Highlander Capital Management, LLC Short Hills, NJ500Shares$00.0% of portfolio
-
Lake Point Wealth Management30Shares$00.0% of portfolio
About FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND
- Ticker FPL
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- First Trust New Opportunities MLP & Energy Fund is a closed-ended balanced mutual fund launched and managed by First Trust Advisors L.P. It is co-managed by Energy Income Partners LLC. The fund invests in the public equity and fixed income markets of the United States. It seeks to invest in securities of companies operating in the energy and...