Gupta Wealth Management’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$2K	Hold	35	–	–	﹤0.01%	1059
2015 Q4	$2K	Sell	35 -368	-91%	-$16.1K	﹤0.01%	1119
2015 Q3	$17K	Buy	403 +35	+10%	+$1.55K	﹤0.01%	733
2015 Q2	$16K	Buy	368 +292	+384%	+$13K	﹤0.01%	784
2015 Q1	$3K	Buy	+76	New	+$3.34K	﹤0.01%	955

Other funds holding FXG

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Gupta Wealth Management held its First Trust Consumer Staples AlphaDEX Fund (FXG) position steady in Q1 2016 at 35 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Gupta Wealth Management first reported a position in FXG in Q1 2015 and has held it in 5 quarters since. The position peaked at $17K in Q3 2015. 134 funds tracked by Wall St. Rank hold FXG as of Q1 2016.

Gupta Wealth Management held 35 shares of First Trust Consumer Staples AlphaDEX Fund worth $2K as of Q1 2016.
Gupta Wealth Management left its First Trust Consumer Staples AlphaDEX Fund share count unchanged in Q1 2016.
First Trust Consumer Staples AlphaDEX Fund made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1059 holding.
Gupta Wealth Management first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's First Trust Consumer Staples AlphaDEX Fund position peaked at $17K in Q3 2015.
134 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q1 2016.

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