Next Financial Group’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Next Financial Group’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
2020 Q2	–	Sell	-79	Closed	-$3K	–	1036
2020 Q1	$3K	Sell	79 -294	-79%	-$13.5K	﹤0.01%	1830
2019 Q4	$19K	Sell	373 -149	-29%	-$7.48K	﹤0.01%	1537
2019 Q3	$25K	Hold	522	–	–	﹤0.01%	1349
2019 Q2	$25K	Buy	+522	New	+$25.4K	﹤0.01%	1384
2019 Q1	–	Sell	-443	Closed	-$21K	–	1776
2018 Q4	$21K	Buy	+443	New	+$23.1K	﹤0.01%	1072
2015 Q2	–	Sell	-50	Closed	-$2K	–	1874
2015 Q1	$2K	Hold	50	–	–	﹤0.01%	1679
2014 Q4	$2K	Hold	50	–	–	﹤0.01%	1715
2014 Q3	$2K	Hold	50	–	–	﹤0.01%	2304
2014 Q2	$2K	Buy	+50	New	+$2.24K	﹤0.01%	1062

Other funds holding FJP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

Next Financial Group's FJP Position: Q2 2020 in Review

Next Financial Group sold out of First Trust Japan AlphaDEX Fund (FJP) in Q2 2020, closing a stake of 79 shares — an estimated $3K sold.

Next Financial Group first reported a position in FJP in Q2 2014 and held it in 9 quarters. The position peaked at $25K in Q3 2019. 24 funds tracked by Wall St. Rank hold FJP as of Q2 2020.

Next Financial Group reported no remaining First Trust Japan AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
Next Financial Group sold 79 First Trust Japan AlphaDEX Fund shares in Q2 2020, an estimated $3K.
Next Financial Group first reported a position in First Trust Japan AlphaDEX Fund in Q2 2014 and held it in 9 quarters.
Next Financial Group's First Trust Japan AlphaDEX Fund position peaked at $25K in Q3 2019.
24 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.