GVAG
FJP icon

Great Valley Advisor Group’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Great Valley Advisor Group’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
2025
Q1 		– Sell
-4,281
Closed -$221K – 889
2024
Q4 		$221K Sell
4,281
-24
-0.6% -$1.26K 0.01% 789
2024
Q3 		$234K Buy
4,305
+410
+11% +$21.4K 0.01% 757
2024
Q2 		$201K Buy
+3,895
New +$206K 0.01% 751

Other funds holding FJP

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
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
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Great Valley Advisor Group's FJP Position: Q1 2025 in Review

Great Valley Advisor Group sold out of First Trust Japan AlphaDEX Fund (FJP) in Q1 2025, closing a stake of 4,281 shares — an estimated $221K sold.

Great Valley Advisor Group first reported a position in FJP in Q2 2024 and held it in 3 quarters. The position peaked at $234K in Q3 2024. 74 funds tracked by Wall St. Rank hold FJP as of Q1 2025.

  • Great Valley Advisor Group reported no remaining First Trust Japan AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • Great Valley Advisor Group sold 4,281 First Trust Japan AlphaDEX Fund shares in Q1 2025, an estimated $221K.
  • Great Valley Advisor Group first reported a position in First Trust Japan AlphaDEX Fund in Q2 2024 and held it in 3 quarters.
  • Great Valley Advisor Group's First Trust Japan AlphaDEX Fund position peaked at $234K in Q3 2024.
  • 74 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q1 2025.

Based on Great Valley Advisor Group's 13F filing for Q1 2025, filed 8 May 2025.