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Concurrent Investment Advisors’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Concurrent Investment Advisors’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
Q2 		$242K Buy
3,169
+324
+11% +$24.7K ﹤0.01% 1827
2026
Q1 		$207K Buy
+2,845
New +$211K ﹤0.01% 1730

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GIM
Guild Investment Management Los Angeles, California $146M AUM 22.78% 1-Year Est. Return

Concurrent Investment Advisors's FJP Position: Q2 2026 in Review

Concurrent Investment Advisors increased its First Trust Japan AlphaDEX Fund (FJP) stake by 11% in Q2 2026, buying an estimated $24.7K and bringing the position to 3,169 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

Concurrent Investment Advisors first reported a position in FJP in Q1 2026 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold FJP as of Q2 2026.

  • Concurrent Investment Advisors held 3,169 shares of First Trust Japan AlphaDEX Fund worth $242K as of Q2 2026.
  • Concurrent Investment Advisors bought 324 First Trust Japan AlphaDEX Fund shares in Q2 2026, an estimated $24.7K.
  • First Trust Japan AlphaDEX Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1827 holding.
  • Concurrent Investment Advisors first reported a position in First Trust Japan AlphaDEX Fund in Q1 2026 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.