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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
2023
Q3 		– Sell
-25,948
Closed -$1.24M – 151
2023
Q2 		$1.24M Buy
+25,948
New +$1.2M 0.45% 68

Other funds holding FJP

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HFP
Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 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. 37 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.
  • 37 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.