Bank of Montreal
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Bank of Montreal’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Bank of Montreal’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
2024
Q4 		– Sell
-29,370
Closed -$1.57M – 3660
2024
Q3 		$1.57M Buy
+29,370
New +$1.53M ﹤0.01% 1814
2015
Q1 		– Sell
-50
Closed -$2K – 4039
2014
Q4 		$2K Hold
50
– – ﹤0.01% 3829
2014
Q3 		$2K Hold
50
– – ﹤0.01% 3904
2014
Q2 		$2K Hold
50
– – ﹤0.01% 4487
2014
Q1 		$2K Buy
+50
New +$2.24K ﹤0.01% 3895

Other funds holding FJP

CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
HFP
Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return

Bank of Montreal's FJP Position: Q4 2024 in Review

Bank of Montreal sold out of First Trust Japan AlphaDEX Fund (FJP) in Q4 2024, closing a stake of 29,370 shares — an estimated $1.57M sold.

Bank of Montreal first reported a position in FJP in Q1 2014 and held it in 5 quarters. The position peaked at $1.57M in Q3 2024. 80 funds tracked by Wall St. Rank hold FJP as of Q4 2024.

  • Bank of Montreal reported no remaining First Trust Japan AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 29,370 First Trust Japan AlphaDEX Fund shares in Q4 2024, an estimated $1.57M.
  • Bank of Montreal first reported a position in First Trust Japan AlphaDEX Fund in Q1 2014 and held it in 5 quarters.
  • Bank of Montreal's First Trust Japan AlphaDEX Fund position peaked at $1.57M in Q3 2024.
  • 80 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.