WP
MFD

WealthPLAN Partners’s Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund MFD Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-165
Closed -$1.29K – 1233
2023
Q2 		$1.29K Hold
165
– – ﹤0.01% 1119
2023
Q1 		$1.36K Buy
+165
New +$1.37K ﹤0.01% 1174

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WealthPLAN Partners's MFD Position: Q3 2023 in Review

WealthPLAN Partners sold out of Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) in Q3 2023, closing a stake of 165 shares — an estimated $1.29K sold.

WealthPLAN Partners first reported a position in MFD in Q1 2023 and held it in 2 quarters. The position peaked at $1.36K in Q1 2023. 26 funds tracked by Wall St. Rank hold MFD as of Q3 2023.

  • WealthPLAN Partners reported no remaining Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 165 Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund shares in Q3 2023, an estimated $1.29K.
  • WealthPLAN Partners first reported a position in Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund position peaked at $1.36K in Q1 2023.
  • 26 funds tracked by Wall St. Rank held Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.