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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
Q2 		$799K Sell
10,462
-527
-5% -$40.2K 0.01% 717
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 $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 22.96% 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 $12.8B AUM 26.53% 1-Year Est. Return
GIM
Guild Investment Management Los Angeles, California $146M AUM 22.78% 1-Year Est. Return

NewEdge Wealth's FJP Position: Q2 2026 in Review

NewEdge Wealth reduced its First Trust Japan AlphaDEX Fund (FJP) stake by 4.8% in Q2 2026, selling an estimated $40.2K and leaving 10,462 shares worth $799K. The position accounts for 0.01% of the portfolio, ranked #717.

NewEdge Wealth first reported a position in FJP in Q2 2023 and has held it in 13 quarters since. 103 funds tracked by Wall St. Rank hold FJP as of Q2 2026.

  • NewEdge Wealth held 10,462 shares of First Trust Japan AlphaDEX Fund worth $799K as of Q2 2026.
  • NewEdge Wealth sold 527 First Trust Japan AlphaDEX Fund shares in Q2 2026, an estimated $40.2K.
  • First Trust Japan AlphaDEX Fund made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #717 holding.
  • NewEdge Wealth first reported a position in First Trust Japan AlphaDEX Fund in Q2 2023 and has held it in 13 quarters since.
  • 103 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.