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Foundations Investment Advisors’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Foundations Investment Advisors’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
2023
Q4 		– Sell
-5,022
Closed -$250K – 686
2023
Q3 		$250K Buy
+5,022
New +$250K 0.01% 552

Other funds holding FJP

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Foundations Investment Advisors's FJP Position: Q4 2023 in Review

Foundations Investment Advisors sold out of First Trust Japan AlphaDEX Fund (FJP) in Q4 2023, closing a stake of 5,022 shares — an estimated $250K sold.

Foundations Investment Advisors first reported a position in FJP in Q3 2023 and held it in 1 quarter. The position peaked at $250K in Q3 2023. 73 funds tracked by Wall St. Rank hold FJP as of Q4 2023.

  • Foundations Investment Advisors reported no remaining First Trust Japan AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
  • Foundations Investment Advisors sold 5,022 First Trust Japan AlphaDEX Fund shares in Q4 2023, an estimated $250K.
  • Foundations Investment Advisors first reported a position in First Trust Japan AlphaDEX Fund in Q3 2023 and held it in 1 quarter.
  • Foundations Investment Advisors's First Trust Japan AlphaDEX Fund position peaked at $250K in Q3 2023.
  • 73 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q4 2023.

Based on Foundations Investment Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.