Purchases and Sales Made in Q1 2023 in Macquarie/First Trust Global Infrastr/Util Div & Inc Fund (MFD)
This table provides information about the institutional ownership of Macquarie/First Trust Global Infrastr/Util Div & Inc Fund (MFD) during Q1 2023. The information is specifically focused on institutions that hold shares of MACQUARIE/FIRST TRUST GLOBAL INFRASTR/UTIL DIV & INC FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
47.7K+ 17.03% |
$372K - $421K
|
328K
$3.03M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
36.7KNew |
$287K - $324K
|
36.7K
$339K
|
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
30.7K+ 262.65% |
$239K - $271K
|
42.4K
$391K
|
|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
22.5KNew |
$175K - $198K
|
22.5K
$207K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10.2K+ 34.38% |
$79.2K - $89.6K
|
39.7K
$366K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.25K+ 9.23% |
$56.6K - $64K
|
85.8K
$792K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.45K+ 5.16% |
$11.3K - $12.8K
|
29.4K
$272K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
576+ 1.0% |
$4.49K - $5.09K
|
58.4K
$539K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
300+ 0.86% |
$2.34K - $2.65K
|
35K
$323K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
165New |
$1.29K - $1.46K
|
165
$1.52K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2+ 0.06% |
$15.6 - $17.7
|
3.64K
$33.6K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-258- 1.14% |
$2.01K - $2.28K
|
22.3K
$206K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-450- 18.0% |
$3.51K - $3.97K
|
2.05K
$18.9K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.26K- 3.96% |
$9.8K - $11.1K
|
30.5K
$281K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.63K- 2.0% |
$12.7K - $14.4K
|
80K
$738K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.84K- 4.84% |
$14.3K - $16.2K
|
36.2K
$334K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.55K- 8.63% |
$19.9K - $22.5K
|
27K
$249K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.22K- 12.75% |
$40.7K - $46.1K
|
35.7K
$329K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-6.05K- 2.49% |
$47.2K - $53.4K
|
236K
$2.18M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-7.83K- 66.25% |
$61.1K - $69.1K
|
3.99K
$36.8K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.5K- 16.33% |
$121K - $136K
|
79.2K
$731K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-39.8K- 25.52% |
$310K - $351K
|
116K
$1.07M
|