Holistic Financial Partners’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Holistic Financial Partners’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 Q2	$3.19M	Sell	41,735 -27,512	-40%	-$2.1M	1.95%	14
2026 Q1	$5.03M	Buy	69,247 +1,776	+3%	+$132K	1.87%	11
2025 Q4	$4.53M	Buy	67,471 +491	+0.7%	+$32.7K	1.64%	13
2025 Q3	$4.36M	Buy	66,980 +1,472	+2%	+$92.7K	1.79%	12
2025 Q2	$3.91M	Buy	65,508 +3,051	+5%	+$172K	1.71%	13
2025 Q1	$3.42M	Buy	62,457 +4,555	+8%	+$244K	1.65%	15
2024 Q4	$2.99M	Buy	57,902 +5,911	+11%	+$309K	1.49%	17
2024 Q3	$2.82M	Buy	51,991 +1,865	+4%	+$97.2K	1.36%	15
2024 Q2	$2.58M	Sell	50,126 -500	-1%	-$26.4K	1.3%	16
2024 Q1	$2.79M	Buy	50,626 +1,397	+3%	+$73.7K	1.42%	14
2023 Q4	$2.48M	Buy	49,229 +238	+0.5%	+$11.7K	1.49%	13
2023 Q3	$2.44M	Buy	+48,991	New	+$2.44M	1.62%	12

Other funds holding FJP

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GIM

Guild Investment Management Los Angeles, California $146M AUM 22.78% 1-Year Est. Return

Holistic Financial Partners's FJP Position: Q2 2026 in Review

Holistic Financial Partners reduced its First Trust Japan AlphaDEX Fund (FJP) stake by 40% in Q2 2026, selling an estimated $2.1M and leaving 41,735 shares worth $3.19M. The position accounts for 1.95% of the portfolio, ranked #14.

Holistic Financial Partners first reported a position in FJP in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.03M in Q1 2026. 103 funds tracked by Wall St. Rank hold FJP as of Q2 2026.

Holistic Financial Partners held 41,735 shares of First Trust Japan AlphaDEX Fund worth $3.19M as of Q2 2026.
Holistic Financial Partners sold 27,512 First Trust Japan AlphaDEX Fund shares in Q2 2026, an estimated $2.1M.
First Trust Japan AlphaDEX Fund made up 1.95% of Holistic Financial Partners's portfolio in Q2 2026, its #14 holding.
Holistic Financial Partners first reported a position in First Trust Japan AlphaDEX Fund in Q3 2023 and has held it in 12 quarters since.
Holistic Financial Partners's First Trust Japan AlphaDEX Fund position peaked at $5.03M in Q1 2026.
103 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.