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Provence Wealth Management Group’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Provence Wealth Management Group’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
2023
Q4 		$95.7K Hold
1,900
– – 0.05% 184
2023
Q3 		$94.5K Buy
+1,900
New +$94.7K 0.06% 170

Other funds holding FJP

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
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
HFP
Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return

Provence Wealth Management Group's FJP Position: Q4 2023 in Review

Provence Wealth Management Group held its First Trust Japan AlphaDEX Fund (FJP) position steady in Q4 2023 at 1,900 shares worth $95.7K. The position accounts for 0.05% of the portfolio, ranked #184.

Provence Wealth Management Group first reported a position in FJP in Q3 2023 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold FJP as of Q4 2023.

  • Provence Wealth Management Group held 1,900 shares of First Trust Japan AlphaDEX Fund worth $95.7K as of Q4 2023.
  • Provence Wealth Management Group left its First Trust Japan AlphaDEX Fund share count unchanged in Q4 2023.
  • First Trust Japan AlphaDEX Fund made up 0.05% of Provence Wealth Management Group's portfolio in Q4 2023, its #184 holding.
  • Provence Wealth Management Group first reported a position in First Trust Japan AlphaDEX Fund in Q3 2023 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.