Gupta Wealth Management’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$18K	Hold	400	–	–	﹤0.01%	676
2015 Q4	$19K	Hold	400	–	–	﹤0.01%	672
2015 Q3	$18K	Hold	400	–	–	﹤0.01%	713
2015 Q2	$20K	Hold	400	–	–	﹤0.01%	735
2015 Q1	$20K	Buy	+400	New	+$19.1K	0.01%	600

Other funds holding FJP

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RPG

Risk Paradigm Group Austin, Texas $128M AUM

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

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Gupta Wealth Management held its First Trust Japan AlphaDEX Fund (FJP) position steady in Q1 2016 at 400 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Gupta Wealth Management first reported a position in FJP in Q1 2015 and has held it in 5 quarters since. The position peaked at $20K in Q2 2015. 30 funds tracked by Wall St. Rank hold FJP as of Q1 2016.

Gupta Wealth Management held 400 shares of First Trust Japan AlphaDEX Fund worth $18K as of Q1 2016.
Gupta Wealth Management left its First Trust Japan AlphaDEX Fund share count unchanged in Q1 2016.
First Trust Japan AlphaDEX Fund made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #676 holding.
Gupta Wealth Management first reported a position in First Trust Japan AlphaDEX Fund in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's First Trust Japan AlphaDEX Fund position peaked at $20K in Q2 2015.
30 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q1 2016.

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