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Patriot Financial Group Insurance Agency’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Patriot Financial Group Insurance Agency’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
2024
Q4 		– Sell
-5,025
Closed -$273K – 499
2024
Q3 		$273K Buy
5,025
+21
+0.4% +$1.09K 0.04% 405
2024
Q2 		$258K Buy
5,004
+276
+6% +$14.6K 0.04% 402
2024
Q1 		$261K Buy
+4,728
New +$249K 0.04% 398

Other funds holding FJP

CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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 $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
HFP
Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FJP Position: Q4 2024 in Review

Patriot Financial Group Insurance Agency sold out of First Trust Japan AlphaDEX Fund (FJP) in Q4 2024, closing a stake of 5,025 shares — an estimated $273K sold.

Patriot Financial Group Insurance Agency first reported a position in FJP in Q1 2024 and held it in 3 quarters. The position peaked at $273K in Q3 2024. 80 funds tracked by Wall St. Rank hold FJP as of Q4 2024.

  • Patriot Financial Group Insurance Agency reported no remaining First Trust Japan AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 5,025 First Trust Japan AlphaDEX Fund shares in Q4 2024, an estimated $273K.
  • Patriot Financial Group Insurance Agency first reported a position in First Trust Japan AlphaDEX Fund in Q1 2024 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's First Trust Japan AlphaDEX Fund position peaked at $273K in Q3 2024.
  • 80 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q4 2024.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2024, filed 22 Jan 2025.