Carson Wealth (CWM LLC)
FJP icon

Carson Wealth (CWM LLC)’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$12K Buy
+165
New +$12.2K ﹤0.01% 4704
2025
Q3 		– Sell
-65
Closed -$4K – 5356
2025
Q2 		$4K Buy
+65
New +$3.66K ﹤0.01% 4675

Other funds holding FJP

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HFP
Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FJP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in First Trust Japan AlphaDEX Fund (FJP) in Q1 2026: 165 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #4704 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in FJP as recently as Q2 2025.

Carson Wealth (CWM LLC) first reported a position in FJP in Q2 2025 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold FJP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 165 shares of First Trust Japan AlphaDEX Fund worth $12K as of Q1 2026.
  • First Trust Japan AlphaDEX Fund was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • First Trust Japan AlphaDEX Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4704 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Japan AlphaDEX Fund in Q2 2025 and has held it in 2 quarters since.
  • 88 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.