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Pacific Excel Wealth Advisors’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Pacific Excel Wealth Advisors’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 		– Sell
-9,342
Closed -$678K – 256
2026
Q1 		$678K Buy
9,342
+3,599
+63% +$267K 0.71% 45
2025
Q4 		$386K Buy
+5,743
New +$383K 0.73% 58

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

Pacific Excel Wealth Advisors's FJP Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of First Trust Japan AlphaDEX Fund (FJP) in Q2 2026, closing a stake of 9,342 shares — an estimated $678K sold.

Pacific Excel Wealth Advisors first reported a position in FJP in Q4 2025 and held it in 2 quarters. The position peaked at $678K in Q1 2026. 102 funds tracked by Wall St. Rank hold FJP as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining First Trust Japan AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 9,342 First Trust Japan AlphaDEX Fund shares in Q2 2026, an estimated $678K.
  • Pacific Excel Wealth Advisors first reported a position in First Trust Japan AlphaDEX Fund in Q4 2025 and held it in 2 quarters.
  • Pacific Excel Wealth Advisors's First Trust Japan AlphaDEX Fund position peaked at $678K in Q1 2026.
  • 102 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.