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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
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

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's FJP Position: Q3 2024 in Review

Mowery & Schoenfeld Wealth Management sold out of First Trust Japan AlphaDEX Fund (FJP) in Q3 2024, closing a stake of 1,369 shares — an estimated $70.5K sold.

Mowery & Schoenfeld Wealth Management first reported a position in FJP in Q2 2024 and held it in 1 quarter. The position peaked at $70.5K in Q2 2024. 73 funds tracked by Wall St. Rank hold FJP as of Q3 2024.

  • Mowery & Schoenfeld Wealth Management reported no remaining First Trust Japan AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 1,369 First Trust Japan AlphaDEX Fund shares in Q3 2024, an estimated $70.5K.
  • Mowery & Schoenfeld Wealth Management first reported a position in First Trust Japan AlphaDEX Fund in Q2 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's First Trust Japan AlphaDEX Fund position peaked at $70.5K in Q2 2024.
  • 73 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q3 2024.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q3 2024, filed 23 Oct 2024.