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

FSB Premier 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
2026 Q1	$250K	Sell	3,438 -413	-11%	-$30.6K	0.08%	221
2025 Q4	$259K	Sell	3,851 -105	-3%	-$7K	0.08%	202
2025 Q3	$258K	Sell	3,956 -174	-4%	-$11K	0.08%	203
2025 Q2	$247K	Buy	4,130 +333	+9%	+$18.8K	0.09%	192
2025 Q1	$208K	Buy	+3,797	New	+$204K	0.08%	200
2024 Q4	–	Sell	-3,806	Closed	-$206K	–	211
2024 Q3	$206K	Buy	+3,806	New	+$198K	0.08%	196
2024 Q2	–	Sell	-3,954	Closed	-$218K	–	189
2024 Q1	$218K	Buy	+3,954	New	+$209K	0.1%	170
2022 Q1	–	Sell	-49	Closed	-$2K	–	285
2021 Q4	$2K	Buy	+49	New	+$2.5K	﹤0.01%	493

Other funds holding FJP

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

HFP

Holistic Financial Partners Indianapolis, Indiana $269M AUM 22.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FSB Premier Wealth Management's FJP Position: Q1 2026 in Review

FSB Premier Wealth Management reduced its First Trust Japan AlphaDEX Fund (FJP) stake by 11% in Q1 2026, selling an estimated $30.6K and leaving 3,438 shares worth $250K. The position accounts for 0.08% of the portfolio, ranked #221.

FSB Premier Wealth Management first reported a position in FJP in Q4 2021 and has held it in 8 quarters since. The position peaked at $259K in Q4 2025. 88 funds tracked by Wall St. Rank hold FJP as of Q1 2026.

FSB Premier Wealth Management held 3,438 shares of First Trust Japan AlphaDEX Fund worth $250K as of Q1 2026.
FSB Premier Wealth Management sold 413 First Trust Japan AlphaDEX Fund shares in Q1 2026, an estimated $30.6K.
First Trust Japan AlphaDEX Fund made up 0.08% of FSB Premier Wealth Management's portfolio in Q1 2026, its #221 holding.
FSB Premier Wealth Management first reported a position in First Trust Japan AlphaDEX Fund in Q4 2021 and has held it in 8 quarters since.
FSB Premier Wealth Management's First Trust Japan AlphaDEX Fund position peaked at $259K in Q4 2025.
88 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.