Gupta Wealth Management’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$57K	Hold	2,000	–	–	0.01%	419
2015 Q4	$54K	Hold	2,000	–	–	0.01%	416
2015 Q3	$55K	Hold	2,000	–	–	0.01%	433
2015 Q2	$65K	Hold	2,000	–	–	0.02%	414
2015 Q1	$67K	Buy	+2,000	New	+$65.2K	0.02%	356

Other funds holding FYT

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

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

VFS

VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return

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

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

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

RJA

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

SAM

Sequent Asset Management Houston, Texas $237M AUM 21.65% 1-Year Est. Return

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

Gupta Wealth Management held its First Trust Small Cap Value AlphaDEX Fund (FYT) position steady in Q1 2016 at 2,000 shares worth $57K. The position accounts for 0.01% of the portfolio, ranked #419.

Gupta Wealth Management first reported a position in FYT in Q1 2015 and has held it in 5 quarters since. The position peaked at $67K in Q1 2015. 30 funds tracked by Wall St. Rank hold FYT as of Q1 2016.

Gupta Wealth Management held 2,000 shares of First Trust Small Cap Value AlphaDEX Fund worth $57K as of Q1 2016.
Gupta Wealth Management left its First Trust Small Cap Value AlphaDEX Fund share count unchanged in Q1 2016.
First Trust Small Cap Value AlphaDEX Fund made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #419 holding.
Gupta Wealth Management first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's First Trust Small Cap Value AlphaDEX Fund position peaked at $67K in Q1 2015.
30 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2016.

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