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MFD
Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund
Delisted
MFD was delisted on the 20th of September, 2024.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
AF
26
Allworth Financial
Folsom,
California
| $16.5K | – | – | – |
|
| 27 |
SSB
27
Sandy Spring Bank
Olney,
Maryland
| $7.19K | – | – | – |
|
| 28 |
WP
28
WealthPLAN Partners
Omaha,
Nebraska
| $1.36K | +$1.37K | +165 | New |
|
| 29 |
29
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $686 | – | – | – |
|
| 30 |
AWM
30
Apollon Wealth Management
Mount Pleasant,
South Carolina
| – | -$109K | -13,468 | Closed |
|
| 31 |
SSWM
31
Smith Salley Wealth Management
Greensboro,
North Carolina
| – | -$105K | -13,000 | Closed |
|
| 32 |
MCC
32
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$30K | -3,710 | Closed |
|
| 33 |
33
Rockefeller Capital Management
New York
| – | -$7K | -891 | Closed |
|
| 34 |
34
Fidelity Investments
Boston,
Massachusetts
| – | -$8 | -1 | Closed |
|