CASC
FJP icon

Coppell Advisory Solutions Corp’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Coppell Advisory Solutions Corp’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
2024
Q1 		$2.2M Buy
+39,826
New +$2.1M 0.41% 59
2023
Q1 		– Sell
-1,120
Closed -$47.6K – 516
2022
Q4 		$47.6K Buy
+1,120
New +$45.2K 0.02% 311

Other funds holding FJP

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
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
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
HFP
Holistic Financial Partners Indianapolis, Indiana $269M AUM 22.71% 1-Year Est. Return

Coppell Advisory Solutions Corp's FJP Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in First Trust Japan AlphaDEX Fund (FJP) in Q1 2024: 39,826 shares worth $2.2M. The stake represents 0.41% of the portfolio and ranks #59 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in FJP as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in FJP in Q4 2022 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold FJP as of Q1 2024.

  • Coppell Advisory Solutions Corp held 39,826 shares of First Trust Japan AlphaDEX Fund worth $2.2M as of Q1 2024.
  • First Trust Japan AlphaDEX Fund was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • First Trust Japan AlphaDEX Fund made up 0.41% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #59 holding.
  • Coppell Advisory Solutions Corp first reported a position in First Trust Japan AlphaDEX Fund in Q4 2022 and has held it in 2 quarters since.
  • 74 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.