CWM
Congress Wealth Management’s First Trust Japan AlphaDEX Fund FJP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.2M | Buy |
723,322
+4,888
| +0.7% | +$292K | 0.42% | 48 |
|
|
2025
Q1 | $39.4M | Sell |
718,434
-5,366
| -0.7% | -$294K | 0.47% | 47 |
|
|
2024
Q4 | $37.4M | Buy |
723,800
+9,814
| +1% | +$507K | 0.51% | 44 |
|
|
2024
Q3 | $38.7M | Sell |
713,986
-86
| -0% | -$4.67K | 0.52% | 43 |
|
|
2024
Q2 | $36.8M | Sell |
714,072
-2,886
| -0.4% | -$149K | 0.58% | 32 |
|
|
2024
Q1 | $39.5M | Buy |
716,958
+3,650
| +0.5% | +$201K | 0.68% | 27 |
|
|
2023
Q4 | $35.9M | Sell |
713,308
-1,792
| -0.3% | -$90.3K | 0.66% | 30 |
|
|
2023
Q3 | $35.6M | Sell |
715,100
-5,475
| -0.8% | -$272K | 0.73% | 29 |
|
|
2023
Q2 | $34.6M | Buy |
720,575
+276,341
| +62% | +$13.3M | 0.8% | 28 |
|
|
2023
Q1 | $20.1M | Buy |
+444,234
| New | +$20.1M | 0.49% | 44 |
|