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

Avior 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
2023 Q4	–	Sell	-2,988	Closed	-$149K	–	1579
2023 Q3	$149K	Buy	+2,988	New	+$149K	0.01%	574

Other funds holding FJP

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

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

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

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

HFP

Holistic Financial Partners Indianapolis, Indiana $269M AUM 22.71% 1-Year Est. Return

Avior Wealth Management's FJP Position: Q4 2023 in Review

Avior Wealth Management sold out of First Trust Japan AlphaDEX Fund (FJP) in Q4 2023, closing a stake of 2,988 shares — an estimated $149K sold.

Avior Wealth Management first reported a position in FJP in Q3 2023 and held it in 1 quarter. The position peaked at $149K in Q3 2023. 73 funds tracked by Wall St. Rank hold FJP as of Q4 2023.

Avior Wealth Management reported no remaining First Trust Japan AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
Avior Wealth Management sold 2,988 First Trust Japan AlphaDEX Fund shares in Q4 2023, an estimated $149K.
Avior Wealth Management first reported a position in First Trust Japan AlphaDEX Fund in Q3 2023 and held it in 1 quarter.
Avior Wealth Management's First Trust Japan AlphaDEX Fund position peaked at $149K in Q3 2023.
73 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.