Total Clarity Wealth Management’s Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund MFD Stock Holding History

Total Clarity Wealth 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
2022 Q3	–	Sell	-1,019	Closed	-$9K	–	1017
2022 Q2	$9K	Buy	+1,019	New	+$10.1K	﹤0.01%	707

Other funds holding MFD

OPA

Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Total Clarity Wealth Management's MFD Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) in Q3 2022, closing a stake of 1,019 shares — an estimated $9K sold.

Total Clarity Wealth Management first reported a position in MFD in Q2 2022 and held it in 1 quarter. The position peaked at $9K in Q2 2022. 29 funds tracked by Wall St. Rank hold MFD as of Q3 2022.

Total Clarity Wealth Management reported no remaining Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 1,019 Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund shares in Q3 2022, an estimated $9K.
Total Clarity Wealth Management first reported a position in Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund in Q2 2022 and held it in 1 quarter.
Total Clarity Wealth Management's Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund position peaked at $9K in Q2 2022.
29 funds tracked by Wall St. Rank held Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.