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Regal Investment Advisors’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Regal Investment 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
2015
Q2 		– Sell
-138
Closed -$7K – 961
2015
Q1 		$7K Buy
+138
New +$6.59K ﹤0.01% 755

Other funds holding FJP

FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SAM
Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Regal Investment Advisors's FJP Position: Q2 2015 in Review

Regal Investment Advisors sold out of First Trust Japan AlphaDEX Fund (FJP) in Q2 2015, closing a stake of 138 shares — an estimated $7K sold.

Regal Investment Advisors first reported a position in FJP in Q1 2015 and held it in 1 quarter. The position peaked at $7K in Q1 2015. 38 funds tracked by Wall St. Rank hold FJP as of Q2 2015.

  • Regal Investment Advisors reported no remaining First Trust Japan AlphaDEX Fund position as of Q2 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 138 First Trust Japan AlphaDEX Fund shares in Q2 2015, an estimated $7K.
  • Regal Investment Advisors first reported a position in First Trust Japan AlphaDEX Fund in Q1 2015 and held it in 1 quarter.
  • Regal Investment Advisors's First Trust Japan AlphaDEX Fund position peaked at $7K in Q1 2015.
  • 38 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q2 2015.

Based on Regal Investment Advisors's 13F filing for Q2 2015, filed 23 Jul 2015.