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1776 Wealth’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

1776 Wealth’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
2020
Q4 		– Sell
-602
Closed -$29K – 119
2020
Q3 		$29K Hold
602
– – 0.02% 109
2020
Q2 		$27K Sell
602
-766
-56% -$33.6K 0.02% 228
2020
Q1 		$61K Buy
1,368
+684
+100% +$31.5K 0.03% 206
2019
Q4 		$34K Buy
+684
New +$34.3K 0.03% 208

Other funds holding FJP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

1776 Wealth's FJP Position: Q4 2020 in Review

1776 Wealth sold out of First Trust Japan AlphaDEX Fund (FJP) in Q4 2020, closing a stake of 602 shares — an estimated $29K sold.

1776 Wealth first reported a position in FJP in Q4 2019 and held it in 4 quarters. The position peaked at $61K in Q1 2020. 24 funds tracked by Wall St. Rank hold FJP as of Q4 2020.

  • 1776 Wealth reported no remaining First Trust Japan AlphaDEX Fund position as of Q4 2020 after selling out during the quarter.
  • 1776 Wealth sold 602 First Trust Japan AlphaDEX Fund shares in Q4 2020, an estimated $29K.
  • 1776 Wealth first reported a position in First Trust Japan AlphaDEX Fund in Q4 2019 and held it in 4 quarters.
  • 1776 Wealth's First Trust Japan AlphaDEX Fund position peaked at $61K in Q1 2020.
  • 24 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q4 2020.

Based on 1776 Wealth's 13F filing for Q4 2020, filed 12 Feb 2021.