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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
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Holistic Financial Partners's FJP Position: Q1 2026 in Review

Holistic Financial Partners increased its First Trust Japan AlphaDEX Fund (FJP) stake by 2.6% in Q1 2026, buying an estimated $132K and bringing the position to 69,247 shares worth $5.03M. The position accounts for 1.87% of the portfolio, ranked #11.

Holistic Financial Partners first reported a position in FJP in Q3 2023 and has held it in 11 quarters since. 88 funds tracked by Wall St. Rank hold FJP as of Q1 2026.

  • Holistic Financial Partners held 69,247 shares of First Trust Japan AlphaDEX Fund worth $5.03M as of Q1 2026.
  • Holistic Financial Partners bought 1,776 First Trust Japan AlphaDEX Fund shares in Q1 2026, an estimated $132K.
  • First Trust Japan AlphaDEX Fund made up 1.87% of Holistic Financial Partners's portfolio in Q1 2026, its #11 holding.
  • Holistic Financial Partners first reported a position in First Trust Japan AlphaDEX Fund in Q3 2023 and has held it in 11 quarters since.
  • 88 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q1 2026.

Based on Holistic Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.