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

AE Wealth Management’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
2026 Q1	$1.27M	Sell	17,442 -2,088	-11%	-$155K	0.01%	784
2025 Q4	$1.31M	Sell	19,530 -1,381	-7%	-$92.1K	0.01%	728
2025 Q3	$1.36M	Sell	20,911 -1,042	-5%	-$65.6K	0.01%	674
2025 Q2	$1.31M	Sell	21,953 -5,729	-21%	-$323K	0.01%	651
2025 Q1	$1.52M	Sell	27,682 -1,466	-5%	-$78.6K	0.01%	602
2024 Q4	$1.51M	Sell	29,148 -12	-0%	-$628	0.01%	612
2024 Q3	$1.58M	Buy	29,160 +4,702	+19%	+$245K	0.01%	602
2024 Q2	$1.26M	Buy	24,458 +3,158	+15%	+$167K	0.01%	647
2024 Q1	$1.17M	Sell	21,300 -5,445	-20%	-$287K	0.01%	622
2023 Q4	$1.37M	Buy	26,745 +2,542	+11%	+$125K	0.01%	1047
2023 Q3	$1.2M	Buy	24,203 +3,903	+19%	+$194K	0.01%	1022
2023 Q2	$974K	Buy	+20,300	New	+$942K	0.01%	1099

Other funds holding FJP

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

HFP

Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AE Wealth Management's FJP Position: Q1 2026 in Review

AE Wealth Management reduced its First Trust Japan AlphaDEX Fund (FJP) stake by 11% in Q1 2026, selling an estimated $155K and leaving 17,442 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #784.

AE Wealth Management first reported a position in FJP in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.58M in Q3 2024. 88 funds tracked by Wall St. Rank hold FJP as of Q1 2026.

AE Wealth Management held 17,442 shares of First Trust Japan AlphaDEX Fund worth $1.27M as of Q1 2026.
AE Wealth Management sold 2,088 First Trust Japan AlphaDEX Fund shares in Q1 2026, an estimated $155K.
First Trust Japan AlphaDEX Fund made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #784 holding.
AE Wealth Management first reported a position in First Trust Japan AlphaDEX Fund in Q2 2023 and has held it in 12 quarters since.
AE Wealth Management's First Trust Japan AlphaDEX Fund position peaked at $1.58M in Q3 2024.
88 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.