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Principal Securities’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Principal Securities’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
Q4 		– Sell
-2,315
Closed -$151K – 2099
2025
Q3 		$151K Buy
2,315
+86
+4% +$5.41K ﹤0.01% 1415
2025
Q2 		$133K Buy
2,229
+334
+18% +$18.8K ﹤0.01% 1414
2025
Q1 		$97.9K Hold
1,895
– – ﹤0.01% 1451
2024
Q4 		$97.9K Buy
1,895
+392
+26% +$20.5K ﹤0.01% 1449
2024
Q3 		$81.5K Buy
1,503
+517
+52% +$26.9K ﹤0.01% 1487
2024
Q2 		$50.8K Sell
986
-17
-2% -$898 ﹤0.01% 1616
2024
Q1 		$55.3K Buy
1,003
+415
+71% +$21.9K ﹤0.01% 1527
2023
Q4 		$29.6K Buy
+588
New +$29K ﹤0.01% 1723

Other funds holding FJP

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $25B AUM 18.87% 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 $49B AUM 17.78% 1-Year Est. Return
HFP
Holistic Financial Partners Indianapolis, Indiana $269M AUM 22.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Principal Securities's FJP Position: Q4 2025 in Review

Principal Securities sold out of First Trust Japan AlphaDEX Fund (FJP) in Q4 2025, closing a stake of 2,315 shares — an estimated $151K sold.

Principal Securities first reported a position in FJP in Q4 2023 and held it in 8 quarters. The position peaked at $151K in Q3 2025. 78 funds tracked by Wall St. Rank hold FJP as of Q4 2025.

  • Principal Securities reported no remaining First Trust Japan AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 2,315 First Trust Japan AlphaDEX Fund shares in Q4 2025, an estimated $151K.
  • Principal Securities first reported a position in First Trust Japan AlphaDEX Fund in Q4 2023 and held it in 8 quarters.
  • Principal Securities's First Trust Japan AlphaDEX Fund position peaked at $151K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.