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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
-6
Closed -$340 – 1998
2023
Q4 		$340 Buy
6
+3
+100% +$148 ﹤0.01% 1198
2023
Q3 		$165 Buy
+3
New +$149 ﹤0.01% 975
2023
Q2 		– Sell
-45
Closed -$157 – 1702
2023
Q1 		$157 Buy
+45
New +$1.98K ﹤0.01% 652
2022
Q4 		– Sell
-38
Closed -$131 – 1472
2022
Q3 		$131 Sell
38
-3
-7% -$123 ﹤0.01% 616
2022
Q2 		$143 Sell
41
-8
-16% -$358 ﹤0.01% 569
2022
Q1 		$171 Sell
49
-251
-84% -$12.3K ﹤0.01% 589
2021
Q4 		$550 Buy
300
+288
+2,400% +$14.7K 0.01% 471
2021
Q3 		$53K Hold
12
– – 0.03% 540
2021
Q2 		$51K Hold
12
– – 0.02% 560
2021
Q1 		$666 Sell
12
-8
-40% -$423 0.01% 370
2020
Q4 		$1K Buy
+20
New +$994 ﹤0.01% 403
2020
Q2 		– Sell
-80
Closed -$3.25K – 324
2020
Q1 		$3.25K Sell
80
-90
-53% -$4.14K 0.01% 366
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
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

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 6 shares — an estimated $340 sold.

Financial Gravity Asset Management first reported a position in FJP in Q1 2018 and held it in 19 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 6 First Trust Japan AlphaDEX Fund shares in Q1 2024, an estimated $340.
  • Financial Gravity Asset Management first reported a position in First Trust Japan AlphaDEX Fund in Q1 2018 and held it in 19 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.