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

Lloyd Advisory Services’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 		– Sell
-23
Closed -$1.56K – 914
2025
Q4 		$1.56K Buy
+23
New +$1.53K ﹤0.01% 463

Other funds holding FJP

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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
HFP
Holistic Financial Partners Indianapolis, Indiana $269M AUM 22.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Lloyd Advisory Services's FJP Position: Q1 2026 in Review

Lloyd Advisory Services sold out of First Trust Japan AlphaDEX Fund (FJP) in Q1 2026, closing a stake of 23 shares — an estimated $1.56K sold.

Lloyd Advisory Services first reported a position in FJP in Q4 2025 and held it in 1 quarter. The position peaked at $1.56K in Q4 2025. 88 funds tracked by Wall St. Rank hold FJP as of Q1 2026.

  • Lloyd Advisory Services reported no remaining First Trust Japan AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 23 First Trust Japan AlphaDEX Fund shares in Q1 2026, an estimated $1.56K.
  • Lloyd Advisory Services first reported a position in First Trust Japan AlphaDEX Fund in Q4 2025 and held it in 1 quarter.
  • Lloyd Advisory Services's First Trust Japan AlphaDEX Fund position peaked at $1.56K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.