BAM
MFD

Belpointe Asset Management’s Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund MFD Stock Holding History

Belpointe Asset Management’s Portfolio MFD Stock Details MFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,963
Closed -$24.5K – 3554
2023
Q1 		$24.5K Hold
2,963
– – ﹤0.01% 2189
2022
Q4 		$24K Buy
+2,963
New +$24.5K ﹤0.01% 2057

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AWM
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Osaic Holdings
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WAM
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MC
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Cetera Investment Advisers
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Belpointe Asset Management's MFD Position: Q2 2023 in Review

Belpointe Asset Management sold out of Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) in Q2 2023, closing a stake of 2,963 shares — an estimated $24.5K sold.

Belpointe Asset Management first reported a position in MFD in Q4 2022 and held it in 2 quarters. The position peaked at $24.5K in Q1 2023. 25 funds tracked by Wall St. Rank hold MFD as of Q2 2023.

  • Belpointe Asset Management reported no remaining Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,963 Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund shares in Q2 2023, an estimated $24.5K.
  • Belpointe Asset Management first reported a position in Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund position peaked at $24.5K in Q1 2023.
  • 25 funds tracked by Wall St. Rank held Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.