Orion Portfolio Solutions’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$879K	Sell	16,033 -238	-1%	-$12.8K	0.01%	1151
2024 Q4	$841K	Buy	16,271 +869	+6%	+$45.5K	0.01%	1138
2024 Q3	$835K	Buy	15,402 +1,926	+14%	+$100K	0.01%	1135
2024 Q2	$694K	Buy	13,476 +2,840	+27%	+$150K	0.01%	1156
2024 Q1	$586K	Buy	10,636 +986	+10%	+$52K	0.01%	1200
2023 Q4	$497K	Buy	9,650 +2,223	+30%	+$110K	0.01%	1213
2023 Q3	$369K	Buy	7,427 +2,002	+37%	+$99.8K	﹤0.01%	1306
2023 Q2	$260K	Buy	+5,425	New	+$252K	﹤0.01%	1454

Other funds holding FJP

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

HFP

Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Orion Portfolio Solutions's FJP Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its First Trust Japan AlphaDEX Fund (FJP) stake by 1.5% in Q1 2025, selling an estimated $12.8K and leaving 16,033 shares worth $879K. The position accounts for 0.01% of the portfolio, ranked #1151.

Orion Portfolio Solutions first reported a position in FJP in Q2 2023 and has held it in 8 quarters since. 74 funds tracked by Wall St. Rank hold FJP as of Q1 2025.

Orion Portfolio Solutions held 16,033 shares of First Trust Japan AlphaDEX Fund worth $879K as of Q1 2025.
Orion Portfolio Solutions sold 238 First Trust Japan AlphaDEX Fund shares in Q1 2025, an estimated $12.8K.
First Trust Japan AlphaDEX Fund made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1151 holding.
Orion Portfolio Solutions first reported a position in First Trust Japan AlphaDEX Fund in Q2 2023 and has held it in 8 quarters since.
74 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.