Gupta Wealth Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$8K	Sell	150 -20	-12%	-$945	﹤0.01%	897
2015 Q4	$9K	Hold	170	–	–	﹤0.01%	908
2015 Q3	$8K	Hold	170	–	–	﹤0.01%	953
2015 Q2	$9K	Buy	+170	New	+$9.28K	﹤0.01%	916

Other funds holding FPX

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

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

RJA

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

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Gupta Wealth Management reduced its First Trust US Equity Opportunities ETF (FPX) stake by 12% in Q1 2016, selling an estimated $945 and leaving 150 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Gupta Wealth Management first reported a position in FPX in Q2 2015 and has held it in 4 quarters since. The position peaked at $9K in Q4 2015. 76 funds tracked by Wall St. Rank hold FPX as of Q1 2016.

Gupta Wealth Management held 150 shares of First Trust US Equity Opportunities ETF worth $8K as of Q1 2016.
Gupta Wealth Management sold 20 First Trust US Equity Opportunities ETF shares in Q1 2016, an estimated $945.
First Trust US Equity Opportunities ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #897 holding.
Gupta Wealth Management first reported a position in First Trust US Equity Opportunities ETF in Q2 2015 and has held it in 4 quarters since.
Gupta Wealth Management's First Trust US Equity Opportunities ETF position peaked at $9K in Q4 2015.
76 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2016.

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