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Navellier & Associates’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Navellier & Associates’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
2013
Q4 		– Sell
-206,438
Closed -$9.5M – 316
2013
Q3 		$9.5M Buy
206,438
+191,644
+1,295% +$8.47M 0.28% 69
2013
Q2 		$617K Buy
+14,794
New +$625K 0.03% 137

Other funds holding FJP

FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Navellier & Associates's FJP Position: Q4 2013 in Review

Navellier & Associates sold out of First Trust Japan AlphaDEX Fund (FJP) in Q4 2013, closing a stake of 206,438 shares — an estimated $9.5M sold.

Navellier & Associates first reported a position in FJP in Q2 2013 and held it in 2 quarters. The position peaked at $9.5M in Q3 2013. 18 funds tracked by Wall St. Rank hold FJP as of Q4 2013.

  • Navellier & Associates reported no remaining First Trust Japan AlphaDEX Fund position as of Q4 2013 after selling out during the quarter.
  • Navellier & Associates sold 206,438 First Trust Japan AlphaDEX Fund shares in Q4 2013, an estimated $9.5M.
  • Navellier & Associates first reported a position in First Trust Japan AlphaDEX Fund in Q2 2013 and held it in 2 quarters.
  • Navellier & Associates's First Trust Japan AlphaDEX Fund position peaked at $9.5M in Q3 2013.
  • 18 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q4 2013.

Based on Navellier & Associates's 13F filing for Q4 2013, filed 3 Feb 2014.