Financial Gravity Asset Management’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Financial Gravity Asset 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
2024 Q1	–	Sell	-3	Closed	-$175	–	1241
2023 Q4	$175	Buy	+3	New	+$148	﹤0.01%	1057
2021 Q3	$53K	Hold	12	–	–	0.03%	540
2021 Q2	$51K	Buy	+12	New	+$632	0.02%	560
2020 Q4	$1K	Buy	+20	New	+$994	﹤0.01%	403
2019 Q4	$50K	Sell	170 -255	-60%	-$12.8K	0.03%	648
2019 Q3	$20K	Sell	425 -293	-41%	-$13.8K	0.02%	448
2019 Q2	$35K	Sell	718 -435	-38%	-$21.2K	0.03%	389
2019 Q1	$58K	Buy	+1,153	New	+$57.3K	0.05%	280
2018 Q3	$5K	Hold	92	–	–	0.01%	725
2018 Q2	$5K	Hold	92	–	–	﹤0.01%	746
2018 Q1	$5K	Buy	+92	New	+$5.51K	0.01%	727

Other funds holding FJP

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 $164M AUM 32.79% 1-Year Est. Return

Financial Gravity Asset Management's FJP Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of First Trust Japan AlphaDEX Fund (FJP) in Q1 2024, closing a stake of 3 shares — an estimated $175 sold.

Financial Gravity Asset Management first reported a position in FJP in Q1 2018 and held it in 11 quarters. The position peaked at $58K in Q1 2019. 74 funds tracked by Wall St. Rank hold FJP as of Q1 2024.

Financial Gravity Asset Management reported no remaining First Trust Japan AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 3 First Trust Japan AlphaDEX Fund shares in Q1 2024, an estimated $175.
Financial Gravity Asset Management first reported a position in First Trust Japan AlphaDEX Fund in Q1 2018 and held it in 11 quarters.
Financial Gravity Asset Management's First Trust Japan AlphaDEX Fund position peaked at $58K in Q1 2019.
74 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.