Gupta Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-5,373	Closed	-$401K	–	1190
2015 Q4	$401K	Buy	5,373 +4,928	+1,107%	+$365K	0.1%	160
2015 Q3	$29K	Hold	445	–	–	0.01%	583
2015 Q2	$30K	Buy	445 +119	+37%	+$7.99K	0.01%	632
2015 Q1	$21K	Buy	+326	New	+$20.6K	0.01%	586

Other funds holding FDN

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

RJA

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Gupta Wealth Management's FDN Position: Q1 2016 in Review

Gupta Wealth Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2016, closing a stake of 5,373 shares — an estimated $401K sold.

Gupta Wealth Management first reported a position in FDN in Q1 2015 and held it in 4 quarters. The position peaked at $401K in Q4 2015. 156 funds tracked by Wall St. Rank hold FDN as of Q1 2016.

Gupta Wealth Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2016 after selling out during the quarter.
Gupta Wealth Management sold 5,373 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2016, an estimated $401K.
Gupta Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2015 and held it in 4 quarters.
Gupta Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $401K in Q4 2015.
156 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.