FDW
MCN

Fourth Dimension Wealth’s Madison Covered Call & Equity Strategy Fund MCN Stock Holding History

Fourth Dimension Wealth’s Portfolio MCN Stock Details MCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.21K Hold
400
– – ﹤0.01% 608
2026
Q1 		$2.33K Hold
400
– – ﹤0.01% 522
2025
Q4 		$2.4K Hold
400
– – ﹤0.01% 532
2025
Q3 		$2.47K Sell
400
-3,265
-89% -$20.3K ﹤0.01% 523
2025
Q2 		$22.9K Hold
3,665
– – 0.01% 304
2025
Q1 		$22.5K Hold
3,665
– – 0.01% 305
2024
Q4 		$24.6K Buy
+3,665
New +$25.5K 0.01% 299

Other funds holding MCN

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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 $617B AUM 30.33% 1-Year Est. Return
QL
Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fourth Dimension Wealth's MCN Position: Q2 2026 in Review

Fourth Dimension Wealth held its Madison Covered Call & Equity Strategy Fund (MCN) position steady in Q2 2026 at 400 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Fourth Dimension Wealth first reported a position in MCN in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.6K in Q4 2024. 47 funds tracked by Wall St. Rank hold MCN as of Q2 2026.

  • Fourth Dimension Wealth held 400 shares of Madison Covered Call & Equity Strategy Fund worth $2.21K as of Q2 2026.
  • Fourth Dimension Wealth left its Madison Covered Call & Equity Strategy Fund share count unchanged in Q2 2026.
  • Madison Covered Call & Equity Strategy Fund made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #608 holding.
  • Fourth Dimension Wealth first reported a position in Madison Covered Call & Equity Strategy Fund in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's Madison Covered Call & Equity Strategy Fund position peaked at $24.6K in Q4 2024.
  • 47 funds tracked by Wall St. Rank held Madison Covered Call & Equity Strategy Fund as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.