FST TR New Opport MLP & ENE

Q1 2024 vs Q2 2024

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Sanctuary Advisors, LLC

NEW

Shares53,750

Change+53,750

Value$416.6K

Filed 2024-09-05

Osaic Holdings, Inc.

DECREASED

Shares3,000 from 52,422

Change-49,422 (-94%)

Value$23.3K (-$378.3K)

Filed 2024-08-13

Saba Capital Management, L.P.A

CLOSED

Shares0 from 1,965,760

Change-1,965,760 (-100%)

Value$0 (-$15.1M)

Filed 2024-08-14

Coastal Bridge Advisors, LLC

CLOSED

Shares0 from 1,182,865

Change-1,182,865 (-100%)

Value$0 (-$9.1M)

Filed 2024-08-16

Morgan Stanley

CLOSED

Shares0 from 1,080,316

Change-1,080,316 (-100%)

Value$0 (-$8.3M)

Filed 2025-05-14

Goldman Sachs Group Inc

CLOSED

Shares0 from 917,792

Change-917,792 (-100%)

Value$0 (-$7.0M)

Filed 2024-08-13

Advisors Asset Management, Inc.

CLOSED

Shares0 from 670,883

Change-670,883 (-100%)

Value$0 (-$5.1M)

Filed 2026-08-21

Cohen & Steers, Inc.

CLOSED

Shares0 from 343,800

Change-343,800 (-100%)

Value$0 (-$2.6K)

Filed 2024-08-13

Absolute Investment Advisers, LLC

CLOSED

Shares0 from 290,058

Change-290,058 (-100%)

Value$0 (-$2.2M)

Filed 2025-01-31

CoreCap Advisors, LLC

CLOSED

Shares0 from 267,275

Change-267,275 (-100%)

Value$0 (-$2.0M)

Filed 2024-08-08

Rivernorth Capital Management, LLC

CLOSED

Shares0 from 242,804

Change-242,804 (-100%)

Value$0 (-$1.9M)

Filed 2024-08-14

LPL Financial LLC

CLOSED

Shares0 from 183,397

Change-183,397 (-100%)

Value$0 (-$1.4M)

Filed 2024-08-07

Yakira Capital Management, Inc.

CLOSED

Shares0 from 163,092

Change-163,092 (-100%)

Value$0 (-$1.2M)

Filed 2024-08-13

Raymond James & Associates

CLOSED

Shares0 from 157,326

Change-157,326 (-100%)

Value$0 (-$1.2M)

Filed 2024-07-19

Hunting Hill Global Capital, LLC

CLOSED

Shares0 from 145,500

Change-145,500 (-100%)

Value$0 (-$1.1M)

Filed 2024-07-17

Invesco Ltd.

CLOSED

Shares0 from 132,350

Change-132,350 (-100%)

Value$0 (-$1.0M)

Filed 2024-08-13

Royal Bank of Canada

CLOSED

Shares0 from 126,577

Change-126,577 (-100%)

Value$0 (-$970.0K)

Filed 2024-11-06

Quarry LP

CLOSED

Shares0 from 115,437

Change-115,437 (-100%)

Value$0 (-$884.2K)

Filed 2024-08-16

Ameriprise Financial Inc

CLOSED

Shares0 from 106,402

Change-106,402 (-100%)

Value$0 (-$815.0K)

Filed 2024-08-14

SIT Investment Associates Inc

CLOSED

Shares0 from 100,308

Change-100,308 (-100%)

Value$0 (-$768)

Filed 2024-08-14

Almitas Capital LLC

CLOSED

Shares0 from 92,346

Change-92,346 (-100%)

Value$0 (-$707.4K)

Filed 2024-08-15

Jane Street Group, LLC

CLOSED

Shares0 from 74,476

Change-74,476 (-100%)

Value$0 (-$570.5K)

Filed 2024-08-15

B. Riley Wealth Advisors, Inc.

CLOSED

Shares0 from 71,001

Change-71,001 (-100%)

Value$0 (-$444.5K)

Filed 2024-08-19

Susquehanna International Group, LLP

CLOSED

Shares0 from 68,328

Change-68,328 (-100%)

Value$0 (-$523.4K)

Filed 2024-08-15

Schechter Investment Advisors, LLC

CLOSED

Shares0 from 48,964

Change-48,964 (-100%)

Value$0 (-$375.1K)

Filed 2024-08-12

Compound Planning, Inc.

CLOSED

Shares0 from 44,305

Change-44,305 (-100%)

Value$0 (-$339.4K)

Filed 2024-07-26

Oppenheimer & Co Inc

CLOSED

Shares0 from 41,855

Change-41,855 (-100%)

Value$0 (-$320.6K)

Filed 2024-08-08

Flow State Investments, L.P.

CLOSED

Shares0 from 40,355

Change-40,355 (-100%)

Value$0 (-$309.1K)

Filed 2024-08-14

Sea Otter Advisors LLC

CLOSED

Shares0 from 40,118

Change-40,118 (-100%)

Value$0 (-$307.3K)

Filed 2024-08-14

Raymond James Financial Services Advisors, Inc.

CLOSED

Shares0 from 39,920

Change-39,920 (-100%)

Value$0 (-$305.8K)

Filed 2024-07-19

Wells Fargo & Company

CLOSED

Shares0 from 37,054

Change-37,054 (-100%)

Value$0 (-$283.8K)

Filed 2024-08-13

Wolverine Asset Management LLC

CLOSED

Shares0 from 26,360

Change-26,360 (-100%)

Value$0 (-$201.9K)

Filed 2024-08-01

Truist Financial Corp

CLOSED

Shares0 from 24,500

Change-24,500 (-100%)

Value$0 (-$187.7K)

Filed 2024-08-21

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 23,663

Change-23,663 (-100%)

Value$0 (-$181)

Filed 2024-07-26

Capital Investment Advisors, LLC

CLOSED

Shares0 from 23,045

Change-23,045 (-100%)

Value$0 (-$176.5K)

Filed 2024-07-12

Retirement Planning Co of New England, Inc.

CLOSED

Shares0 from 22,783

Change-22,783 (-100%)

Value$0 (-$174.5K)

Filed 2024-08-08

UBS Group AG

CLOSED

Shares0 from 15,269

Change-15,269 (-100%)

Value$0 (-$117.0K)

Filed 2024-08-14

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 14,757

Change-14,757 (-100%)

Value$0 (-$113)

Filed 2024-07-31

Pine Valley Investments Ltd Liability Co

CLOSED

Shares0 from 14,176

Change-14,176 (-100%)

Value$0 (-$108.6K)

Filed 2024-07-30

Pinnacle Wealth Management Advisory Group, LLC

CLOSED

Shares0 from 14,121

Change-14,121 (-100%)

Value$0 (-$108.2K)

Filed 2024-07-25

Pinnacle Associates LTD

CLOSED

Shares0 from 14,121

Change-14,121 (-100%)

Value$0 (-$108.2K)

Filed 2024-07-30

CSS LLC

CLOSED

Shares0 from 13,950

Change-13,950 (-100%)

Value$0 (-$106.9K)

Filed 2024-08-14

NWF Advisory Services Inc.

CLOSED

Shares0 from 13,800

Change-13,800 (-100%)

Value$0 (-$105.7K)

Filed 2025-10-06

Wedbush Securities Inc

CLOSED

Shares0 from 13,300

Change-13,300 (-100%)

Value$0 (-$102)

Filed 2024-08-07

Merit Financial Group, LLC

CLOSED

Shares0 from 12,982

Change-12,982 (-100%)

Value$0 (-$100.7K)

Filed 2024-08-13

Wealth Enhancement Advisory Services, LLC

CLOSED

Shares0 from 11,850

Change-11,850 (-100%)

Value$0 (-$90.8K)

Filed 2024-07-16

Catalina Capital Group, LLC

CLOSED

Shares0 from 11,769

Change-11,769 (-100%)

Value$0 (-$90.2K)

Filed 2024-07-24

Nottingham Advisors, Inc.

CLOSED

Shares0 from 11,000

Change-11,000 (-100%)

Value$0 (-$84.3K)

Filed 2024-08-02

Carolinas Wealth Consulting LLC

CLOSED

Shares0 from 8,298

Change-8,298 (-100%)

Value$0 (-$63.6K)

Filed 2024-08-12

Blue Bell Private Wealth Management, LLC

CLOSED

Shares0 from 4,954

Change-4,954 (-100%)

Value$0 (-$37.9K)

Filed 2024-08-05

Lanark Financial, Inc.

CLOSED

Shares0 from 4,911

Change-4,911 (-100%)

Value$0 (-$37)

Filed 2024-07-10

Dhjj Financial Advisors, Ltd.

CLOSED

Shares0 from 2,350

Change-2,350 (-100%)

Value$0 (-$18.0K)

Filed 2024-07-12

Steward Partners Investment Advisory, LLC

CLOSED

Shares0 from 2,300

Change-2,300 (-100%)

Value$0 (-$17.6K)

Filed 2024-08-08

Benjamin F. Edwards & Company, Inc.

CLOSED

Shares0 from 2,100

Change-2,100 (-100%)

Value$0 (-$16)

Filed 2024-08-12

Cedar Mountain Advisors, LLC

CLOSED

Shares0 from 1,689

Change-1,689 (-100%)

Value$0 (-$12.9K)

Filed 2024-07-11

Allworth Financial LP

CLOSED

Shares0 from 1,590

Change-1,590 (-100%)

Value$0 (-$12.2K)

Filed 2024-07-24

NewEdge Advisors, LLC

CLOSED

Shares0 from 566

Change-566 (-100%)

Value$0 (-$4.3K)

Filed 2024-08-16

Northwestern Mutual Wealth Management Co

CLOSED

Shares0 from 450

Change-450 (-100%)

Value$0 (-$3.4K)

Filed 2024-08-16

Principal Securities, Inc.

CLOSED

Shares0 from 417

Change-417 (-100%)

Value$0 (-$3.2K)

Filed 2024-07-31

Global Retirement Partners, LLC

CLOSED

Shares0 from 120

Change-120 (-100%)

Value$0 (-$919)

Filed 2024-07-23

Proequities, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2024-07-23

Highlander Capital Management, LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

	Status
Sanctuary Advisors, LLC	NEW	53,750	—	+53,750	—	—	$416.6K	—	2024-09-05
Osaic Holdings, Inc.	DECREASED	3,000	52,422	-49,422	-94%	$401.6K	$23.3K	-$378.3K	2024-08-13
Saba Capital Management, L.P.A	CLOSED	0	1,965,760	-1,965,760	-100%	$15.1M	$0	-$15.1M	2024-08-14
Coastal Bridge Advisors, LLC	CLOSED	0	1,182,865	-1,182,865	-100%	$9.1M	$0	-$9.1M	2024-08-16
Morgan Stanley	CLOSED	0	1,080,316	-1,080,316	-100%	$8.3M	$0	-$8.3M	2025-05-14
Goldman Sachs Group Inc	CLOSED	0	917,792	-917,792	-100%	$7.0M	$0	-$7.0M	2024-08-13
Advisors Asset Management, Inc.	CLOSED	0	670,883	-670,883	-100%	$5.1M	$0	-$5.1M	2026-08-21
Cohen & Steers, Inc.	CLOSED	0	343,800	-343,800	-100%	$2.6K	$0	-$2.6K	2024-08-13
Absolute Investment Advisers, LLC	CLOSED	0	290,058	-290,058	-100%	$2.2M	$0	-$2.2M	2025-01-31
CoreCap Advisors, LLC	CLOSED	0	267,275	-267,275	-100%	$2.0M	$0	-$2.0M	2024-08-08
Rivernorth Capital Management, LLC	CLOSED	0	242,804	-242,804	-100%	$1.9M	$0	-$1.9M	2024-08-14
LPL Financial LLC	CLOSED	0	183,397	-183,397	-100%	$1.4M	$0	-$1.4M	2024-08-07
Yakira Capital Management, Inc.	CLOSED	0	163,092	-163,092	-100%	$1.2M	$0	-$1.2M	2024-08-13
Raymond James & Associates	CLOSED	0	157,326	-157,326	-100%	$1.2M	$0	-$1.2M	2024-07-19
Hunting Hill Global Capital, LLC	CLOSED	0	145,500	-145,500	-100%	$1.1M	$0	-$1.1M	2024-07-17
Invesco Ltd.	CLOSED	0	132,350	-132,350	-100%	$1.0M	$0	-$1.0M	2024-08-13
Royal Bank of Canada	CLOSED	0	126,577	-126,577	-100%	$970.0K	$0	-$970.0K	2024-11-06
Quarry LP	CLOSED	0	115,437	-115,437	-100%	$884.2K	$0	-$884.2K	2024-08-16
Ameriprise Financial Inc	CLOSED	0	106,402	-106,402	-100%	$815.0K	$0	-$815.0K	2024-08-14
SIT Investment Associates Inc	CLOSED	0	100,308	-100,308	-100%	$768	$0	-$768	2024-08-14
Almitas Capital LLC	CLOSED	0	92,346	-92,346	-100%	$707.4K	$0	-$707.4K	2024-08-15
Jane Street Group, LLC	CLOSED	0	74,476	-74,476	-100%	$570.5K	$0	-$570.5K	2024-08-15
B. Riley Wealth Advisors, Inc.	CLOSED	0	71,001	-71,001	-100%	$444.5K	$0	-$444.5K	2024-08-19
Susquehanna International Group, LLP	CLOSED	0	68,328	-68,328	-100%	$523.4K	$0	-$523.4K	2024-08-15
Schechter Investment Advisors, LLC	CLOSED	0	48,964	-48,964	-100%	$375.1K	$0	-$375.1K	2024-08-12
Compound Planning, Inc.	CLOSED	0	44,305	-44,305	-100%	$339.4K	$0	-$339.4K	2024-07-26
Oppenheimer & Co Inc	CLOSED	0	41,855	-41,855	-100%	$320.6K	$0	-$320.6K	2024-08-08
Flow State Investments, L.P.	CLOSED	0	40,355	-40,355	-100%	$309.1K	$0	-$309.1K	2024-08-14
Sea Otter Advisors LLC	CLOSED	0	40,118	-40,118	-100%	$307.3K	$0	-$307.3K	2024-08-14
Raymond James Financial Services Advisors, Inc.	CLOSED	0	39,920	-39,920	-100%	$305.8K	$0	-$305.8K	2024-07-19
Wells Fargo & Company	CLOSED	0	37,054	-37,054	-100%	$283.8K	$0	-$283.8K	2024-08-13
Wolverine Asset Management LLC	CLOSED	0	26,360	-26,360	-100%	$201.9K	$0	-$201.9K	2024-08-01
Truist Financial Corp	CLOSED	0	24,500	-24,500	-100%	$187.7K	$0	-$187.7K	2024-08-21
Cambridge Investment Research Advisors, Inc.	CLOSED	0	23,663	-23,663	-100%	$181	$0	-$181	2024-07-26
Capital Investment Advisors, LLC	CLOSED	0	23,045	-23,045	-100%	$176.5K	$0	-$176.5K	2024-07-12
Retirement Planning Co of New England, Inc.	CLOSED	0	22,783	-22,783	-100%	$174.5K	$0	-$174.5K	2024-08-08
UBS Group AG	CLOSED	0	15,269	-15,269	-100%	$117.0K	$0	-$117.0K	2024-08-14
Commonwealth Equity Services, LLC	CLOSED	0	14,757	-14,757	-100%	$113	$0	-$113	2024-07-31
Pine Valley Investments Ltd Liability Co	CLOSED	0	14,176	-14,176	-100%	$108.6K	$0	-$108.6K	2024-07-30
Pinnacle Wealth Management Advisory Group, LLC	CLOSED	0	14,121	-14,121	-100%	$108.2K	$0	-$108.2K	2024-07-25
Pinnacle Associates LTD	CLOSED	0	14,121	-14,121	-100%	$108.2K	$0	-$108.2K	2024-07-30
CSS LLC	CLOSED	0	13,950	-13,950	-100%	$106.9K	$0	-$106.9K	2024-08-14
NWF Advisory Services Inc.	CLOSED	0	13,800	-13,800	-100%	$105.7K	$0	-$105.7K	2025-10-06
Wedbush Securities Inc	CLOSED	0	13,300	-13,300	-100%	$102	$0	-$102	2024-08-07
Merit Financial Group, LLC	CLOSED	0	12,982	-12,982	-100%	$100.7K	$0	-$100.7K	2024-08-13
Wealth Enhancement Advisory Services, LLC	CLOSED	0	11,850	-11,850	-100%	$90.8K	$0	-$90.8K	2024-07-16
Catalina Capital Group, LLC	CLOSED	0	11,769	-11,769	-100%	$90.2K	$0	-$90.2K	2024-07-24
Nottingham Advisors, Inc.	CLOSED	0	11,000	-11,000	-100%	$84.3K	$0	-$84.3K	2024-08-02
Carolinas Wealth Consulting LLC	CLOSED	0	8,298	-8,298	-100%	$63.6K	$0	-$63.6K	2024-08-12
Blue Bell Private Wealth Management, LLC	CLOSED	0	4,954	-4,954	-100%	$37.9K	$0	-$37.9K	2024-08-05
Lanark Financial, Inc.	CLOSED	0	4,911	-4,911	-100%	$37	$0	-$37	2024-07-10
Dhjj Financial Advisors, Ltd.	CLOSED	0	2,350	-2,350	-100%	$18.0K	$0	-$18.0K	2024-07-12
Steward Partners Investment Advisory, LLC	CLOSED	0	2,300	-2,300	-100%	$17.6K	$0	-$17.6K	2024-08-08
Benjamin F. Edwards & Company, Inc.	CLOSED	0	2,100	-2,100	-100%	$16	$0	-$16	2024-08-12
Cedar Mountain Advisors, LLC	CLOSED	0	1,689	-1,689	-100%	$12.9K	$0	-$12.9K	2024-07-11
Allworth Financial LP	CLOSED	0	1,590	-1,590	-100%	$12.2K	$0	-$12.2K	2024-07-24
NewEdge Advisors, LLC	CLOSED	0	566	-566	-100%	$4.3K	$0	-$4.3K	2024-08-16
Northwestern Mutual Wealth Management Co	CLOSED	0	450	-450	-100%	$3.4K	$0	-$3.4K	2024-08-16
Principal Securities, Inc.	CLOSED	0	417	-417	-100%	$3.2K	$0	-$3.2K	2024-07-31
Global Retirement Partners, LLC	CLOSED	0	120	-120	-100%	$919	$0	-$919	2024-07-23
Proequities, Inc.	CLOSED	0	0	0	—	$0	$0	$0	2024-07-23
Highlander Capital Management, LLC	N/A	—	500	-500	-100%	$3.8K	—	—	—

Showing 62 of 62 institutions