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Ground Swell Capital’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Ground Swell Capital’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
2014
Q3 		– Sell
-40
Closed -$2K – 2507
2014
Q2 		$2K Buy
+40
New +$1.79K ﹤0.01% 1484

Other funds holding FJP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ground Swell Capital's FJP Position: Q3 2014 in Review

Ground Swell Capital sold out of First Trust Japan AlphaDEX Fund (FJP) in Q3 2014, closing a stake of 40 shares — an estimated $2K sold.

Ground Swell Capital first reported a position in FJP in Q2 2014 and held it in 1 quarter. The position peaked at $2K in Q2 2014. 18 funds tracked by Wall St. Rank hold FJP as of Q3 2014.

  • Ground Swell Capital reported no remaining First Trust Japan AlphaDEX Fund position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 40 First Trust Japan AlphaDEX Fund shares in Q3 2014, an estimated $2K.
  • Ground Swell Capital first reported a position in First Trust Japan AlphaDEX Fund in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's First Trust Japan AlphaDEX Fund position peaked at $2K in Q2 2014.
  • 18 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.