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Grey Fox Wealth Advisors’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Grey Fox Wealth 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
Q2 		– Sell
-379
Closed -$17.2K – 255
2023
Q1 		$17.2K Buy
+379
New +$16.7K 0.01% 271

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
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

Grey Fox Wealth Advisors's FJP Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of First Trust Japan AlphaDEX Fund (FJP) in Q2 2023, closing a stake of 379 shares — an estimated $17.2K sold.

Grey Fox Wealth Advisors first reported a position in FJP in Q1 2023 and held it in 1 quarter. The position peaked at $17.2K in Q1 2023. 40 funds tracked by Wall St. Rank hold FJP as of Q2 2023.

  • Grey Fox Wealth Advisors reported no remaining First Trust Japan AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 379 First Trust Japan AlphaDEX Fund shares in Q2 2023, an estimated $17.2K.
  • Grey Fox Wealth Advisors first reported a position in First Trust Japan AlphaDEX Fund in Q1 2023 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's First Trust Japan AlphaDEX Fund position peaked at $17.2K in Q1 2023.
  • 40 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.