Gupta Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-44	Closed	-$1K	–	1281
2015 Q2	$1K	Hold	44	–	–	﹤0.01%	1194
2015 Q1	$1K	Buy	+44	New	+$1.05K	﹤0.01%	1089

Other funds holding FDL

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

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

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

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gupta Wealth Management's FDL Position: Q3 2015 in Review

Gupta Wealth Management sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2015, closing a stake of 44 shares — an estimated $1K sold.

Gupta Wealth Management first reported a position in FDL in Q1 2015 and held it in 2 quarters. The position peaked at $1K in Q2 2015. 78 funds tracked by Wall St. Rank hold FDL as of Q3 2015.

Gupta Wealth Management reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2015 after selling out during the quarter.
Gupta Wealth Management sold 44 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2015, an estimated $1K.
Gupta Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2015 and held it in 2 quarters.
Gupta Wealth Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $1K in Q2 2015.
78 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2015.

Based on Gupta Wealth Management's 13F filing for Q3 2015, filed 18 Nov 2015.