Schechter Investment Advisors, LLC - FST TR NEW OPPORT MLP & ENE ownership

FST TR NEW OPPORT MLP & ENE's ticker is FPL and the CUSIP is 33739M100. A total of 50 filers reported holding FST TR NEW OPPORT MLP & ENE in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Schechter Investment Advisors, LLC ownership history of FST TR NEW OPPORT MLP & ENE
ValueSharesWeighting
Q1 2024$375,064
+11.3%
48,9640.0%0.03%
-3.4%
Q4 2023$336,872
+9.9%
48,9640.0%0.03%
-3.3%
Q3 2023$306,515
-48.0%
48,964
-50.0%
0.03%
+15.4%
Q2 2023$589,526
+101.3%
97,928
+100.0%
0.03%
-3.7%
Q1 2023$292,80548,9640.03%
Other shareholders
FST TR NEW OPPORT MLP & ENE shareholders Q1 2023
NameSharesValueWeighting ↓
Thomas J. Herzfeld Advisors, Inc. 28,273$305,0000.12%
TIEDEMANN TRUST CO 75,363$812,0000.12%
SMITH, MOORE & CO. 20,760$224,0000.11%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 76,196$820,627,0000.10%
ACG Wealth 29,698$320,0000.07%
Advisors Asset Management, Inc. 263,363$2,836,0000.04%
SII INVESTMENTS INC/WI 25,838$278,0000.04%
SIT INVESTMENT ASSOCIATES INC 158,666$1,709,0000.03%
WFG Advisors, LP 4,536$49,0000.02%
NEXT Financial Group, Inc 2,750$29,0000.01%
View complete list of FST TR NEW OPPORT MLP & ENE shareholders