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Accuvest Global Advisors’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Accuvest Global Advisors’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
2014
Q1 		– Sell
-22,450
Closed -$1.05M – 72
2013
Q4 		$1.05M Sell
22,450
-15,180
-40% -$691K 0.24% 40
2013
Q3 		$1.73M Sell
37,630
-36,270
-49% -$1.6M 0.44% 31
2013
Q2 		$3.08M Buy
+73,900
New +$3.12M 0.68% 35

Other funds holding FJP

JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Accuvest Global Advisors's FJP Position: Q1 2014 in Review

Accuvest Global Advisors sold out of First Trust Japan AlphaDEX Fund (FJP) in Q1 2014, closing a stake of 22,450 shares — an estimated $1.05M sold.

Accuvest Global Advisors first reported a position in FJP in Q2 2013 and held it in 3 quarters. The position peaked at $3.08M in Q2 2013. 20 funds tracked by Wall St. Rank hold FJP as of Q1 2014.

  • Accuvest Global Advisors reported no remaining First Trust Japan AlphaDEX Fund position as of Q1 2014 after selling out during the quarter.
  • Accuvest Global Advisors sold 22,450 First Trust Japan AlphaDEX Fund shares in Q1 2014, an estimated $1.05M.
  • Accuvest Global Advisors first reported a position in First Trust Japan AlphaDEX Fund in Q2 2013 and held it in 3 quarters.
  • Accuvest Global Advisors's First Trust Japan AlphaDEX Fund position peaked at $3.08M in Q2 2013.
  • 20 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q1 2014.

Based on Accuvest Global Advisors's 13F filing for Q1 2014, filed 9 Apr 2014.