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Private Trust Company’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Private Trust Company’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 		– Sell
-85
Closed -$4.41K – 2499
2024
Q4 		$4.41K Buy
+85
New +$4.45K ﹤0.01% 2018
2024
Q2 		– Sell
-75
Closed -$4.13K – 2294
2024
Q1 		$4.13K Buy
+75
New +$3.96K ﹤0.01% 1979

Other funds holding FJP

CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Private Trust Company's FJP Position: Q1 2025 in Review

Private Trust Company sold out of First Trust Japan AlphaDEX Fund (FJP) in Q1 2025, closing a stake of 85 shares — an estimated $4.41K sold.

Private Trust Company first reported a position in FJP in Q1 2024 and held it in 2 quarters. The position peaked at $4.41K in Q4 2024. 74 funds tracked by Wall St. Rank hold FJP as of Q1 2025.

  • Private Trust Company reported no remaining First Trust Japan AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • Private Trust Company sold 85 First Trust Japan AlphaDEX Fund shares in Q1 2025, an estimated $4.41K.
  • Private Trust Company first reported a position in First Trust Japan AlphaDEX Fund in Q1 2024 and held it in 2 quarters.
  • Private Trust Company's First Trust Japan AlphaDEX Fund position peaked at $4.41K in Q4 2024.
  • 74 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q1 2025.

Based on Private Trust Company's 13F filing for Q1 2025, filed 28 Apr 2025.