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
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

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AIA
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GC
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Wells Fargo
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WAM
Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
QL
Quarry LP New York $496M AUM 23.92% 1-Year Est. Return