Atria Investments’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Atria Investments’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	$1.17M	Sell	16,136 -1,433	-8%	-$106K	0.01%	975
2025 Q4	$1.18M	Sell	17,569 -501	-3%	-$33.4K	0.01%	986
2025 Q3	$1.18M	Buy	18,070 +50	+0.3%	+$3.15K	0.01%	965
2025 Q2	$1.08M	Buy	18,020 +893	+5%	+$50.3K	0.01%	993
2025 Q1	$939K	Buy	17,127 +372	+2%	+$19.9K	0.01%	1026
2024 Q4	$866K	Buy	16,755 +2,235	+15%	+$117K	0.01%	1053
2024 Q3	$788K	Buy	14,520 +1,242	+9%	+$64.7K	0.01%	1098
2024 Q2	$684K	Buy	+13,278	New	+$701K	0.01%	1141

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 $25B AUM 18.87% 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 $269M AUM 22.71% 1-Year Est. Return

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

Atria Investments's FJP Position: Q1 2026 in Review

Atria Investments reduced its First Trust Japan AlphaDEX Fund (FJP) stake by 8.2% in Q1 2026, selling an estimated $106K and leaving 16,136 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #975.

Atria Investments first reported a position in FJP in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.18M in Q4 2025. 88 funds tracked by Wall St. Rank hold FJP as of Q1 2026.

Atria Investments held 16,136 shares of First Trust Japan AlphaDEX Fund worth $1.17M as of Q1 2026.
Atria Investments sold 1,433 First Trust Japan AlphaDEX Fund shares in Q1 2026, an estimated $106K.
First Trust Japan AlphaDEX Fund made up 0.01% of Atria Investments's portfolio in Q1 2026, its #975 holding.
Atria Investments first reported a position in First Trust Japan AlphaDEX Fund in Q2 2024 and has held it in 8 quarters since.
Atria Investments's First Trust Japan AlphaDEX Fund position peaked at $1.18M in Q4 2025.
88 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.