BRWM
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B. Riley Wealth Management’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

B. Riley 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
2015
Q3 		– Sell
-346
Closed -$17K – 350
2015
Q2 		$17K Sell
346
-28
-7% -$1.43K 0.01% 639
2015
Q1 		$18K Buy
+374
New +$17.9K 0.01% 633

Other funds holding FJP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

B. Riley Wealth Management's FJP Position: Q3 2015 in Review

B. Riley Wealth Management sold out of First Trust Japan AlphaDEX Fund (FJP) in Q3 2015, closing a stake of 346 shares — an estimated $17K sold.

B. Riley Wealth Management first reported a position in FJP in Q1 2015 and held it in 2 quarters. The position peaked at $18K in Q1 2015. 27 funds tracked by Wall St. Rank hold FJP as of Q3 2015.

  • B. Riley Wealth Management reported no remaining First Trust Japan AlphaDEX Fund position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 346 First Trust Japan AlphaDEX Fund shares in Q3 2015, an estimated $17K.
  • B. Riley Wealth Management first reported a position in First Trust Japan AlphaDEX Fund in Q1 2015 and held it in 2 quarters.
  • B. Riley Wealth Management's First Trust Japan AlphaDEX Fund position peaked at $18K in Q1 2015.
  • 27 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.