Gupta Wealth Management’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Gupta Wealth Management’s Portfolio FDD Stock Details FDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-750	Closed	-$9K	–	1285
2015 Q3	$9K	Buy	+750	New	+$9.45K	﹤0.01%	925

Other funds holding FDD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

Gupta Wealth Management's FDD Position: Q4 2015 in Review

Gupta Wealth Management sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q4 2015, closing a stake of 750 shares — an estimated $9K sold.

Gupta Wealth Management first reported a position in FDD in Q3 2015 and held it in 1 quarter. The position peaked at $9K in Q3 2015. 46 funds tracked by Wall St. Rank hold FDD as of Q4 2015.

Gupta Wealth Management reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q4 2015 after selling out during the quarter.
Gupta Wealth Management sold 750 First Trust STOXX European Select Dividend Income Fund shares in Q4 2015, an estimated $9K.
Gupta Wealth Management first reported a position in First Trust STOXX European Select Dividend Income Fund in Q3 2015 and held it in 1 quarter.
Gupta Wealth Management's First Trust STOXX European Select Dividend Income Fund position peaked at $9K in Q3 2015.
46 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.