CWM
FJP icon

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

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Cetera Investment Advisers
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Wealth Enhancement Advisory Services
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AssetMark Inc
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RG
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HFP
Holistic Financial Partners Indianapolis, Indiana $269M AUM 22.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return