Congress Wealth Management’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Congress 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
2025 Q2	$43.2M	Buy	723,322 +4,888	+0.7%	+$276K	0.42%	48
2025 Q1	$39.4M	Sell	718,434 -5,366	-0.7%	-$288K	0.47%	47
2024 Q4	$37.4M	Buy	723,800 +9,814	+1%	+$513K	0.51%	44
2024 Q3	$38.7M	Sell	713,986 -86	-0%	-$4.48K	0.52%	43
2024 Q2	$36.8M	Sell	714,072 -2,886	-0.4%	-$152K	0.58%	32
2024 Q1	$39.5M	Buy	716,958 +3,650	+0.5%	+$192K	0.68%	27
2023 Q4	$35.9M	Sell	713,308 -1,792	-0.3%	-$88.4K	0.66%	30
2023 Q3	$35.6M	Sell	715,100 -5,475	-0.8%	-$273K	0.73%	29
2023 Q2	$34.6M	Buy	720,575 +276,341	+62%	+$12.8M	0.8%	28
2023 Q1	$20.1M	Buy	+444,234	New	+$19.5M	0.49%	44

Other funds holding FJP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

HFP

Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Congress Wealth Management's FJP Position: Q2 2025 in Review

Congress Wealth Management increased its First Trust Japan AlphaDEX Fund (FJP) stake by 0.68% in Q2 2025, buying an estimated $276K and bringing the position to 723,322 shares worth $43.2M. The position accounts for 0.42% of the portfolio, ranked #48.

Congress Wealth Management first reported a position in FJP in Q1 2023 and has held it in 10 quarters since. 78 funds tracked by Wall St. Rank hold FJP as of Q2 2025.

Congress Wealth Management held 723,322 shares of First Trust Japan AlphaDEX Fund worth $43.2M as of Q2 2025.
Congress Wealth Management bought 4,888 First Trust Japan AlphaDEX Fund shares in Q2 2025, an estimated $276K.
First Trust Japan AlphaDEX Fund made up 0.42% of Congress Wealth Management's portfolio in Q2 2025, its #48 holding.
Congress Wealth Management first reported a position in First Trust Japan AlphaDEX Fund in Q1 2023 and has held it in 10 quarters since.
78 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.