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

GeoWealth 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
Q4 		– Sell
-5,341
Closed -$290K – 1828
2024
Q3 		$290K Buy
5,341
+829
+18% +$43.2K 0.01% 615
2024
Q2 		$232K Buy
4,512
+658
+17% +$34.8K 0.01% 646
2024
Q1 		$212K Buy
+3,854
New +$203K 0.01% 669

Other funds holding FJP

CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
HFP
Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return

GeoWealth Management's FJP Position: Q4 2024 in Review

GeoWealth Management sold out of First Trust Japan AlphaDEX Fund (FJP) in Q4 2024, closing a stake of 5,341 shares — an estimated $290K sold.

GeoWealth Management first reported a position in FJP in Q1 2024 and held it in 3 quarters. The position peaked at $290K in Q3 2024. 80 funds tracked by Wall St. Rank hold FJP as of Q4 2024.

  • GeoWealth Management reported no remaining First Trust Japan AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
  • GeoWealth Management sold 5,341 First Trust Japan AlphaDEX Fund shares in Q4 2024, an estimated $290K.
  • GeoWealth Management first reported a position in First Trust Japan AlphaDEX Fund in Q1 2024 and held it in 3 quarters.
  • GeoWealth Management's First Trust Japan AlphaDEX Fund position peaked at $290K in Q3 2024.
  • 80 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.