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Pinnacle Family Advisors’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Pinnacle Family 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
Q1 		$272K Sell
3,742
-108
-3% -$8K 0.13% 115
2025
Q4 		$259K Sell
3,850
-78
-2% -$5.2K 0.11% 119
2025
Q3 		$256K Buy
3,928
+20
+0.5% +$1.26K 0.11% 107
2025
Q2 		$233K Sell
3,908
-98
-2% -$5.53K 0.11% 115
2025
Q1 		$220K Buy
+4,006
New +$215K 0.12% 103

Other funds holding FJP

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $324B AUM 22.36% 1-Year Est. Return
AssetMark Inc
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Pinnacle Family Advisors's FJP Position: Q1 2026 in Review

Pinnacle Family Advisors reduced its First Trust Japan AlphaDEX Fund (FJP) stake by 2.8% in Q1 2026, selling an estimated $8K and leaving 3,742 shares worth $272K. The position accounts for 0.13% of the portfolio, ranked #115.

Pinnacle Family Advisors first reported a position in FJP in Q1 2025 and has held it in 5 quarters since. 88 funds tracked by Wall St. Rank hold FJP as of Q1 2026.

  • Pinnacle Family Advisors held 3,742 shares of First Trust Japan AlphaDEX Fund worth $272K as of Q1 2026.
  • Pinnacle Family Advisors sold 108 First Trust Japan AlphaDEX Fund shares in Q1 2026, an estimated $8K.
  • First Trust Japan AlphaDEX Fund made up 0.13% of Pinnacle Family Advisors's portfolio in Q1 2026, its #115 holding.
  • Pinnacle Family Advisors first reported a position in First Trust Japan AlphaDEX Fund in Q1 2025 and has held it in 5 quarters since.
  • 88 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.