AssetMark Inc
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AssetMark Inc’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

AssetMark Inc’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
Q3 		$7.52M Buy
96,268
+3,193
+3% +$244K 0.01% 639
2026
Q2 		$7.1M Buy
93,075
+6,928
+8% +$528K 0.01% 639
2026
Q1 		$6.25M Sell
86,147
-748
-0.9% -$55.4K 0.01% 614
2025
Q4 		$5.84M Buy
86,895
+1,731
+2% +$115K 0.01% 629
2025
Q3 		$5.55M Buy
85,164
+808
+1% +$50.9K 0.01% 604
2025
Q2 		$5.04M Buy
84,356
+15,091
+22% +$851K 0.01% 578
2025
Q1 		$3.8M Sell
69,265
-5,226
-7% -$280K 0.01% 579
2024
Q4 		$3.85M Buy
74,491
+9,910
+15% +$518K 0.01% 557
2024
Q3 		$3.5M Buy
64,581
+6,189
+11% +$323K 0.01% 516
2024
Q2 		$3.01M Buy
58,392
+13,536
+30% +$715K 0.01% 523
2024
Q1 		$2.47M Buy
44,856
+12,566
+39% +$663K 0.01% 535
2023
Q4 		$1.63M Buy
32,290
+12,442
+63% +$613K 0.01% 571
2023
Q3 		$987K Buy
19,848
+12,841
+183% +$640K ﹤0.01% 624
2023
Q2 		$336K Buy
+7,007
New +$325K ﹤0.01% 781

Other funds holding FJP

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NAL
Nearside Advisors, LLC Indianapolis, Indiana $140M AUM
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Pacific Excel Wealth Advisors
Pacific Excel Wealth Advisors Walnut Creek, California $90.1M AUM 21.01% 1-Year Est. Return
Cottonwood Capital Advisors
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return
Iams Wealth Management
Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return

AssetMark Inc's FJP Position: Q3 2026 in Review

AssetMark Inc increased its First Trust Japan AlphaDEX Fund (FJP) stake by 3.4% in Q3 2026, buying an estimated $244K and bringing the position to 96,268 shares worth $7.52M. The position accounts for 0.01% of the portfolio, ranked #639.

AssetMark Inc first reported a position in FJP in Q2 2023 and has held it in 14 quarters since. 25 funds tracked by Wall St. Rank hold FJP as of Q3 2026.

  • AssetMark Inc held 96,268 shares of First Trust Japan AlphaDEX Fund worth $7.52M as of Q3 2026.
  • AssetMark Inc bought 3,193 First Trust Japan AlphaDEX Fund shares in Q3 2026, an estimated $244K.
  • First Trust Japan AlphaDEX Fund made up 0.01% of AssetMark Inc's portfolio in Q3 2026, its #639 holding.
  • AssetMark Inc first reported a position in First Trust Japan AlphaDEX Fund in Q2 2023 and has held it in 14 quarters since.
  • 25 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.