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

Cornerstone 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
2018
Q3 		– Sell
-32,061
Closed -$590K – 1383
2018
Q2 		$590K Buy
+32,061
New +$1.87M 0.01% 950

Other funds holding FJP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
WI
Wintrust Investments Chicago, Illinois $114M AUM 21.99% 1-Year Est. Return
PGA
Premia Global Advisors Coral Gables, Florida $57.9M AUM 2.91% 1-Year Est. Return

Cornerstone Wealth Management's FJP Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of First Trust Japan AlphaDEX Fund (FJP) in Q3 2018, closing a stake of 32,061 shares — an estimated $590K sold.

Cornerstone Wealth Management first reported a position in FJP in Q2 2018 and held it in 1 quarter. The position peaked at $590K in Q2 2018. 46 funds tracked by Wall St. Rank hold FJP as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining First Trust Japan AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 32,061 First Trust Japan AlphaDEX Fund shares in Q3 2018, an estimated $590K.
  • Cornerstone Wealth Management first reported a position in First Trust Japan AlphaDEX Fund in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's First Trust Japan AlphaDEX Fund position peaked at $590K in Q2 2018.
  • 46 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.