Wealth Enhancement Advisory Services’s Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund MFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-20,916
Closed -$156K 2928
2024
Q2
$156K Buy
20,916
+78
+0.4% +$582 ﹤0.01% 2340
2024
Q1
$160K Buy
20,838
+75
+0.4% +$568 ﹤0.01% 2241
2023
Q4
$163K Hold
20,763
﹤0.01% 2118
2023
Q3
$144K Buy
+20,763
New +$159K ﹤0.01% 2053

Wealth Enhancement Advisory Services's MFD Position: Q3 2024 in Review

Wealth Enhancement Advisory Services sold out of Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) in Q3 2024, closing a stake of 20,916 shares — an estimated $156K sold.

Wealth Enhancement Advisory Services first reported a position in MFD in Q3 2023 and held it in 4 quarters. The position peaked at $163K in Q4 2023. 0 funds tracked by Wall St. Rank hold MFD as of Q3 2024.

  • Wealth Enhancement Advisory Services reported no remaining Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund position as of Q3 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 20,916 Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund shares in Q3 2024, an estimated $156K.
  • Wealth Enhancement Advisory Services first reported a position in Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund in Q3 2023 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund position peaked at $163K in Q4 2023.
  • 0 funds tracked by Wall St. Rank held Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund as of Q3 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2024, filed 24 Oct 2024.