Iams Wealth Management’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Iams Wealth Management’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	$598K	Buy	7,831 +225	+3%	+$17.2K	0.18%	137
2026 Q1	$552K	Sell	7,606 -1,006	-12%	-$74.5K	0.19%	134
2025 Q4	$579K	Sell	8,612 -1,111	-11%	-$74.1K	0.21%	117
2025 Q3	$634K	Sell	9,723 -717	-7%	-$45.1K	0.25%	109
2025 Q2	$624K	Buy	10,440 +56	+0.5%	+$3.16K	0.29%	95
2025 Q1	$569K	Sell	10,384 -296	-3%	-$15.9K	0.26%	107
2024 Q4	$552K	Buy	10,680 +450	+4%	+$23.5K	0.25%	100
2024 Q3	$555K	Buy	10,230 +1,030	+11%	+$53.7K	0.27%	99
2024 Q2	$474K	Sell	9,200 -2,921	-24%	-$154K	0.26%	98
2024 Q1	$641K	Buy	12,121 +897	+8%	+$47.3K	0.39%	73
2023 Q4	$566K	Sell	11,224 -645	-5%	-$31.8K	0.37%	76
2023 Q3	$590K	Buy	+11,869	New	+$591K	0.41%	73

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

Iams Wealth Management's FJP Position: Q2 2026 in Review

Iams Wealth Management increased its First Trust Japan AlphaDEX Fund (FJP) stake by 3% in Q2 2026, buying an estimated $17.2K and bringing the position to 7,831 shares worth $598K. The position accounts for 0.18% of the portfolio, ranked #137.

Iams Wealth Management first reported a position in FJP in Q3 2023 and has held it in 12 quarters since. The position peaked at $641K in Q1 2024. 102 funds tracked by Wall St. Rank hold FJP as of Q2 2026.

Iams Wealth Management held 7,831 shares of First Trust Japan AlphaDEX Fund worth $598K as of Q2 2026.
Iams Wealth Management bought 225 First Trust Japan AlphaDEX Fund shares in Q2 2026, an estimated $17.2K.
First Trust Japan AlphaDEX Fund made up 0.18% of Iams Wealth Management's portfolio in Q2 2026, its #137 holding.
Iams Wealth Management first reported a position in First Trust Japan AlphaDEX Fund in Q3 2023 and has held it in 12 quarters since.
Iams Wealth Management's First Trust Japan AlphaDEX Fund position peaked at $641K in Q1 2024.
102 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.