Gupta Wealth Management’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-89	Closed	-$2K	–	1293
2015 Q1	$2K	Buy	+89	New	+$1.89K	﹤0.01%	1016

Other funds holding MDIV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Palladiem Bryn Mawr, Pennsylvania $105M AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Gupta Wealth Management's MDIV Position: Q2 2015 in Review

Gupta Wealth Management sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q2 2015, closing a stake of 89 shares — an estimated $2K sold.

Gupta Wealth Management first reported a position in MDIV in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 81 funds tracked by Wall St. Rank hold MDIV as of Q2 2015.

Gupta Wealth Management reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q2 2015 after selling out during the quarter.
Gupta Wealth Management sold 89 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2015, an estimated $2K.
Gupta Wealth Management first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q1 2015 and held it in 1 quarter.
Gupta Wealth Management's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $2K in Q1 2015.
81 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q2 2015.

Based on Gupta Wealth Management's 13F filing for Q2 2015, filed 26 Aug 2015.