FFA
MFD

Founders Financial Alliance’s Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund MFD Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-830
Closed -$6K – 1294
2020
Q3 		$6K Buy
+830
New +$6.63K ﹤0.01% 937

Other funds holding MFD

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GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

Founders Financial Alliance's MFD Position: Q4 2020 in Review

Founders Financial Alliance sold out of Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) in Q4 2020, closing a stake of 830 shares — an estimated $6K sold.

Founders Financial Alliance first reported a position in MFD in Q3 2020 and held it in 1 quarter. The position peaked at $6K in Q3 2020. 29 funds tracked by Wall St. Rank hold MFD as of Q4 2020.

  • Founders Financial Alliance reported no remaining Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 830 Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund shares in Q4 2020, an estimated $6K.
  • Founders Financial Alliance first reported a position in Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund position peaked at $6K in Q3 2020.
  • 29 funds tracked by Wall St. Rank held Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.