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WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

MFD holding history

Macquarie/First Trust Global Infrastr/Util Div & Inc Fund in every 13F filed by WealthPLAN Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MFD overviewAll 13F holders of MFDFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q1 2023
Holdings of MFD by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−165−100.0%Sold outHolders
Q2 2023165$1.29K<0.1%00.0%UnchangedHolders
Q1 2023165$1.36K<0.1%+165NewHolders