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Atwood & Palmer’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Atwood & Palmer’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
2016
Q3 		– Sell
-305
Closed -$14K – 324
2016
Q2 		$14K Sell
305
-45
-13% -$2.07K ﹤0.01% 243
2016
Q1 		$16K Buy
+350
New +$15.3K ﹤0.01% 239

Other funds holding FJP

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
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RPG
Risk Paradigm Group Austin, Texas $117M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atwood & Palmer's FJP Position: Q3 2016 in Review

Atwood & Palmer sold out of First Trust Japan AlphaDEX Fund (FJP) in Q3 2016, closing a stake of 305 shares — an estimated $14K sold.

Atwood & Palmer first reported a position in FJP in Q1 2016 and held it in 2 quarters. The position peaked at $16K in Q1 2016. 24 funds tracked by Wall St. Rank hold FJP as of Q3 2016.

  • Atwood & Palmer reported no remaining First Trust Japan AlphaDEX Fund position as of Q3 2016 after selling out during the quarter.
  • Atwood & Palmer sold 305 First Trust Japan AlphaDEX Fund shares in Q3 2016, an estimated $14K.
  • Atwood & Palmer first reported a position in First Trust Japan AlphaDEX Fund in Q1 2016 and held it in 2 quarters.
  • Atwood & Palmer's First Trust Japan AlphaDEX Fund position peaked at $16K in Q1 2016.
  • 24 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q3 2016.

Based on Atwood & Palmer's 13F filing for Q3 2016, filed 8 Nov 2016.