MSWM
FJP icon

Mowery & Schoenfeld Wealth Management’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Mowery & Schoenfeld 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 		$51.9K Buy
+679
New +$51.8K 0.07% 133
2024
Q3 		– Sell
-1,369
Closed -$70.5K – 243
2024
Q2 		$70.5K Buy
+1,369
New +$72.3K 0.1% 80

Other funds holding FJP

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GIM
Guild Investment Management Los Angeles, California $146M AUM 22.78% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's FJP Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management opened a new position in First Trust Japan AlphaDEX Fund (FJP) in Q2 2026: 679 shares worth $51.9K. The stake represents 0.07% of the portfolio and ranks #133 among its holdings. This is a return to the name: Mowery & Schoenfeld Wealth Management previously reported a position in FJP as recently as Q2 2024.

Mowery & Schoenfeld Wealth Management first reported a position in FJP in Q2 2024 and has held it in 2 quarters since. The position peaked at $70.5K in Q2 2024. 102 funds tracked by Wall St. Rank hold FJP as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 679 shares of First Trust Japan AlphaDEX Fund worth $51.9K as of Q2 2026.
  • First Trust Japan AlphaDEX Fund was a new Mowery & Schoenfeld Wealth Management position in Q2 2026.
  • First Trust Japan AlphaDEX Fund made up 0.07% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in First Trust Japan AlphaDEX Fund in Q2 2024 and has held it in 2 quarters since.
  • Mowery & Schoenfeld Wealth Management's First Trust Japan AlphaDEX Fund position peaked at $70.5K in Q2 2024.
  • 102 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.