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

Atria Wealth Solutions’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
2025 Q2	–	Sell	-9,341	Closed	-$512K	–	1607
2025 Q1	$512K	Sell	9,341 -695	-7%	-$37.3K	0.01%	1188
2024 Q4	$519K	Sell	10,036 -494	-5%	-$25.8K	0.01%	1261
2024 Q3	$571K	Sell	10,530 -229	-2%	-$11.9K	0.01%	1179
2024 Q2	$554K	Buy	10,759 +384	+4%	+$20.3K	0.01%	1193
2024 Q1	$572K	Buy	10,375 +1,322	+15%	+$69.7K	0.01%	1199
2023 Q4	$456K	Buy	9,053 +373	+4%	+$18.4K	0.01%	1264
2023 Q3	$432K	Buy	8,680 +254	+3%	+$12.7K	0.01%	1199
2023 Q2	$404K	Buy	+8,426	New	+$391K	0.01%	1263

Other funds holding FJP

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

Atria Wealth Solutions's FJP Position: Q2 2025 in Review

Atria Wealth Solutions sold out of First Trust Japan AlphaDEX Fund (FJP) in Q2 2025, closing a stake of 9,341 shares — an estimated $512K sold.

Atria Wealth Solutions first reported a position in FJP in Q2 2023 and held it in 8 quarters. The position peaked at $572K in Q1 2024. 78 funds tracked by Wall St. Rank hold FJP as of Q2 2025.

Atria Wealth Solutions reported no remaining First Trust Japan AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 9,341 First Trust Japan AlphaDEX Fund shares in Q2 2025, an estimated $512K.
Atria Wealth Solutions first reported a position in First Trust Japan AlphaDEX Fund in Q2 2023 and held it in 8 quarters.
Atria Wealth Solutions's First Trust Japan AlphaDEX Fund position peaked at $572K in Q1 2024.
78 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.