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

NewEdge Wealth’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 		$798K Buy
10,989
+4
+0% +$296 0.01% 683
2025
Q4 		$738K Sell
10,985
-208
-2% -$13.9K 0.01% 709
2025
Q3 		$745K Hold
11,193
– – 0.01% 636
2025
Q2 		$706K Sell
11,193
-326
-3% -$18.4K 0.01% 616
2025
Q1 		$631K Sell
11,519
-695
-6% -$37.3K 0.01% 578
2024
Q4 		$631K Buy
12,214
+45
+0.4% +$2.35K 0.01% 589
2024
Q3 		$660K Sell
12,169
-185
-1% -$9.64K 0.01% 559
2024
Q2 		$636K Sell
12,354
-149
-1% -$7.87K 0.01% 493
2024
Q1 		$663K Buy
12,503
+13
+0.1% +$686 0.01% 493
2023
Q4 		$629K Sell
12,490
-525
-4% -$25.9K 0.02% 470
2023
Q3 		$647K Hold
13,015
– – 0.02% 426
2023
Q2 		$624K Buy
+13,015
New +$604K 0.02% 427

Other funds holding FJP

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
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

NewEdge Wealth's FJP Position: Q1 2026 in Review

NewEdge Wealth increased its First Trust Japan AlphaDEX Fund (FJP) stake by 0.04% in Q1 2026, buying an estimated $296 and bringing the position to 10,989 shares worth $798K. The position accounts for 0.01% of the portfolio, ranked #683.

NewEdge Wealth first reported a position in FJP in Q2 2023 and has held it in 12 quarters since. 88 funds tracked by Wall St. Rank hold FJP as of Q1 2026.

  • NewEdge Wealth held 10,989 shares of First Trust Japan AlphaDEX Fund worth $798K as of Q1 2026.
  • NewEdge Wealth bought 4 First Trust Japan AlphaDEX Fund shares in Q1 2026, an estimated $296.
  • First Trust Japan AlphaDEX Fund made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #683 holding.
  • NewEdge Wealth first reported a position in First Trust Japan AlphaDEX Fund in Q2 2023 and has held it in 12 quarters since.
  • 88 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.