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Concourse Financial Group Securities’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-2,625
Closed -$133K – 722
2024
Q4 		$133K Buy
2,625
+134
+5% +$7.01K 0.01% 859
2024
Q3 		$135K Buy
2,491
+6
+0.2% +$313 0.01% 851
2024
Q2 		$128K Sell
2,485
-242
-9% -$12.8K 0.01% 851
2024
Q1 		$150K Buy
2,727
+182
+7% +$9.6K 0.01% 781
2023
Q4 		$128K Buy
2,545
+117
+5% +$5.77K 0.01% 819
2023
Q3 		$121K Sell
2,428
-2
-0.1% -$100 0.01% 795
2023
Q2 		$117K Buy
+2,430
New +$113K 0.01% 829
2020
Q1 		– Sell
-100
Closed -$4.61K – 2200
2019
Q4 		$5K Sell
100
-132
-57% -$6.63K ﹤0.01% 1613
2019
Q3 		$11K Sell
232
-799
-77% -$37.6K ﹤0.01% 1119
2019
Q2 		$50K Sell
1,031
-5,663
-85% -$276K 0.01% 861
2019
Q1 		$333K Sell
6,694
-681
-9% -$33.8K 0.03% 347
2018
Q4 		$354K Buy
7,375
+5,024
+214% +$262K 0.04% 300
2018
Q3 		$135K Buy
+2,351
New +$130K 0.04% 357

Other funds holding FJP

CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Concourse Financial Group Securities's FJP Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of First Trust Japan AlphaDEX Fund (FJP) in Q1 2025, closing a stake of 2,625 shares — an estimated $133K sold.

Concourse Financial Group Securities first reported a position in FJP in Q3 2018 and held it in 13 quarters. The position peaked at $354K in Q4 2018. 74 funds tracked by Wall St. Rank hold FJP as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining First Trust Japan AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 2,625 First Trust Japan AlphaDEX Fund shares in Q1 2025, an estimated $133K.
  • Concourse Financial Group Securities first reported a position in First Trust Japan AlphaDEX Fund in Q3 2018 and held it in 13 quarters.
  • Concourse Financial Group Securities's First Trust Japan AlphaDEX Fund position peaked at $354K in Q4 2018.
  • 74 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.