IFG Advisory’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

IFG Advisory’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 Q4	–	Sell	-13,983	Closed	-$696K	–	583
2023 Q3	$696K	Buy	+13,983	New	+$697K	0.06%	281

Other funds holding FJP

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

HFP

Holistic Financial Partners Indianapolis, Indiana $269M AUM 22.71% 1-Year Est. Return

IFG Advisory's FJP Position: Q4 2023 in Review

IFG Advisory sold out of First Trust Japan AlphaDEX Fund (FJP) in Q4 2023, closing a stake of 13,983 shares — an estimated $696K sold.

IFG Advisory first reported a position in FJP in Q3 2023 and held it in 1 quarter. The position peaked at $696K in Q3 2023. 73 funds tracked by Wall St. Rank hold FJP as of Q4 2023.

IFG Advisory reported no remaining First Trust Japan AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
IFG Advisory sold 13,983 First Trust Japan AlphaDEX Fund shares in Q4 2023, an estimated $696K.
IFG Advisory first reported a position in First Trust Japan AlphaDEX Fund in Q3 2023 and held it in 1 quarter.
IFG Advisory's First Trust Japan AlphaDEX Fund position peaked at $696K in Q3 2023.
73 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q4 2023.

Based on IFG Advisory's 13F filing for Q4 2023, filed 17 Jan 2024.