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Integrated Wealth Concepts’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Integrated Wealth Concepts’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
2022
Q1 		– Sell
-19,123
Closed -$953K – 986
2021
Q4 		$953K Hold
19,123
– – 0.03% 436
2021
Q3 		$1.01M Buy
+19,123
New +$1M 0.03% 377

Other funds holding FJP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Integrated Wealth Concepts's FJP Position: Q1 2022 in Review

Integrated Wealth Concepts sold out of First Trust Japan AlphaDEX Fund (FJP) in Q1 2022, closing a stake of 19,123 shares — an estimated $953K sold.

Integrated Wealth Concepts first reported a position in FJP in Q3 2021 and held it in 2 quarters. The position peaked at $1.01M in Q3 2021. 20 funds tracked by Wall St. Rank hold FJP as of Q1 2022.

  • Integrated Wealth Concepts reported no remaining First Trust Japan AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
  • Integrated Wealth Concepts sold 19,123 First Trust Japan AlphaDEX Fund shares in Q1 2022, an estimated $953K.
  • Integrated Wealth Concepts first reported a position in First Trust Japan AlphaDEX Fund in Q3 2021 and held it in 2 quarters.
  • Integrated Wealth Concepts's First Trust Japan AlphaDEX Fund position peaked at $1.01M in Q3 2021.
  • 20 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q1 2022.

Based on Integrated Wealth Concepts's 13F filing for Q1 2022, filed 12 May 2022.